Arseneau Financial

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Financial planner in Westerville, OH (show on map)

Arseneau Financial offers personalized financial planning and wealth management services with a fiduciary commitment.

About

Arseneau Financial is a financial advisory firm led by a Certified Financial Planner™ with nearly 30 years of experience. The firm offers three-tiered financial planning programs—Ignite, Empower, and Resonate—to cater to various financial needs, from basic management to advanced wealth strategies. Servi

ces include personalized financial planning, investment management, tax and estate planning, and educational resources through digital courses.

Three-tiered financial planning programs

Fiduciary commitment

Certified Financial Planner™ leadership

Educational resources via digital courses

Services

Ignite

Essential financial management tools, direct advisor access, and monthly insider news with no minimum assets or fees required.

Financial Bootcamp Goal tracking via mobile app or browser Roth IRA and brokerage account setup High Yield Savings with no fees Quarterly Newsletter with actionable insights

Empower

Visual planning, annual meetings, monthly coaching, and more—tailored to guide you towards your financial goals.

Custom One-Page Plan Quarterly Scorecard Progress Reports Monthly Group Coaching Calls Financial Health Tracking via mobile app or browser

Resonate

Advanced tax, retirement, and estate planning for seasoned investors and retirees, with comprehensive tools and personalized coaching.

Advanced Tax and Estate Planning Customized Portfolios Personalized Financial Coaching Detailed 'What-If' Scenarios Full Financial Dashboard with Secure Digital Vault

Credentials & Certifications

CFP® (Certified Financial Planner™)

Since 2000s

Degree in Accounting

Since 1990s

Multiple industry certifications

Since 2000s

Frequently Asked Questions

Is Arseneau Financial a fiduciary? +

Yes. Our founder and lead financial planner is a licensed CFP® (CERTIFIED FINANCIAL PLANNER™) professional which means we have a commitment to act in the best interest of our clients at all times when providing financial advice and financial planning.

How are you paid? +

Our investment and financial planning fees are paid directly from investment accounts you bring for management by Arseneau Financial. Full fee schedules are provided prior to engagement. Flat FEE ONLY engagements are considered upon request.

What does it look like to work with Arseneau Financial? +

The first step is choosing your initial planning journey. Each journey offers a unique experience depending on the level of professional engagement you desire. Each path includes access to a licensed CFP® (CERTIFIED FINANCIAL PLANNER™) complemented with a digital Wealth Dashboard, training and education to align your money with What Matters Most.