Ryan J. Weiser CFP®, CDFA®, ChFC® Weiser Financial Planning

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About Ryan J. Weiser CFP®, CDFA®, ChFC®, CASL®, CLU®

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.

We specialize in working with busy professionals, client’s in-or-near retirement, and people going through divorce. Our mission is to help connect people’s money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential.

Hi I’m Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it’s important to help people connect their money with the things that are most important to them.

I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.

One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what’s in your best interest.

I like to say, “money without purpose is like eating cereal without milk, it might taste ok – it’s just not as satisfying.” At WFP we want you to live your life values and reach your full life potential. We will help you make wise financial decisions for today and tomorrow.

 

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Recently Published

2019 Annual Market Report

February 7, 2020

Please click on the following link for a full review of the 2019 Annual Market Report

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2020 Contribution Limit Changes & the Secure Act

January 15, 2020

Understanding the changes for 2020 so you can maximize your retirement With the new year comes some new changes to retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure Act, there is a lot to digest. Here are the highlights: IRS Cost-of-Living Adjustments Detailed in Notice 2019-59 and posted on IRS.gov, the IRS is increasing the contribution limits to 401(k) and other retirement plans starting January 1, 2020, including:

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Year-End Charitable Giving

December 4, 2019

A list of things to consider as you think about year-end charitable donations With its blinking lights, family traditions, and festive music, December is the most wonderful time of the year. And according to Charity Navigator, the month of December really is wonderful because December sees approximately 30% of all annual charitable giving. Despite the greatest of intentions, many will inevitably make mistakes in how they give, especially if they wait until the last minute. So, here is a list of things for you to think about as you consider your year-end charitable donations…

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Ideal Clients

  • Divorce
  • Established Professionals
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+ / month
  • Hourly Fee: $175/hr
  • AUM: .65%-.95%

SEC Records

States Registered

  • Ohio

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