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

Umbrella Policies - Extra Coverage and Peace of Mind

January 31, 2019

Additional insurance to protect your assets and future Why doesn’t anyone ever suggest that your shouldn't buy an umbrella liability policy? It seems like additional overall security for pennies. Sure, you can spend pennies paying for something you don’t need or will never use, but isn’t that the argument against all insurance? Let’s run some numbers and see if this kind of policy protects you. As a financial planner we help people make wise money decisions, including protection of what you’ve accumulated over the years or are about to accumulate. To those ends, an umbrella liability policy adds another layer of insurance to your home and auto liability coverage. Umbrella liability usually comes in increments of $1 million and costs about…

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Your 2019 New Year’s (Financial) Resolutions

January 18, 2019

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health…

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2018 Annual Market Report

January 7, 2019

Quarterly Market Commentary.jpg

Please click on the following link for a full review of the 2018 Annual Market Report

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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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