Cognition Financial

Empower Your Financial Future with Clarity and Confidence

Financial planner in Dublin, OH (show on map)

5.0

★★★★★

3 reviews

Personalized financial planning designed for entrepreneurs, covering business and personal finance, investment management, tax strategies, and retirement planning.

Call (614) 954-0706

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About

Cognition Financial specializes in comprehensive financial planning for entrepreneurs, providing personalized services including business financial deep dives, investment management, tax planning, estate planning, and ongoing support to align business and personal financial goals.

Fee-only fiduciary approach

Holistic financial planning for business and personal goals

Specialization in entrepreneur financial needs

Low-cost, passive index fund investment strategy

Services

Personalized Financial Planning

Tailored financial planning for entrepreneurs covering business and personal finance, investment management, tax strategies, and retirement planning.

Business financial deep dive Investment management Tax planning Estate planning Retirement strategy

Assets Under Management (AUM)

Comprehensive investment management integrated into the financial plan for clients with $150,000+ in managed assets.

Low-cost, passive index fund strategy Regular portfolio reviews and adjustments Alignment with risk level, goals, and timeline

Credentials & Certifications

Fee-only fiduciary

Independent financial advisor

Reviews

Rating

★★★★★

Reviews

"Jason is extremely thorough and detail oriented."

Frequently Asked Questions

What accounts qualify for AUM? +

Assets under management (AUM) include cash, bank accounts, investments, and other assets directly managed by Cognition Financial.

What is our investment philosophy? +

Our investment approach emphasizes low-cost, passive index funds, aligning portfolios with risk level, goals, and timeline, and avoiding unnecessary risks.

How do I know if I’m ready to work with a financial planner? +

You’re ready if you need help organizing finances, planning for the future, or saving for big dreams; a financial planner can guide you toward achieving those goals.

How much do I need invested to work with you? +

Cognition Financial offers services regardless of the amount invested; clients can pay via asset fees or other payment methods, and services are available to those early in their career.

What if I want to manage my own investments? +

Cognition Financial provides advice and guidance for both managed and external accounts, including 401K, 403b, IRAs, and others, without forcing all investments to be held with them.

What services do you offer besides investment management? +

Services include tax planning, retirement strategy, estate planning, specialized advice for entrepreneurs, and holistic financial planning covering personal and business aspects.

Can you work with clients in other states or only locally? +

Cognition Financial offers virtual consultations and meetings, serving clients nationwide through technology.