Foley & Fields Wealth Strategies

Redefining the way you think about wealth.

Financial consultant in Worthington, OH (show on map)

5.0

★★★★★

2 reviews

Foley & Fields Wealth Strategies offers personalized wealth management and financial planning services, emphasizing community involvement and philanthropy.

Call (614) 431-4310

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About

Founded in 1981, Foley & Fields Wealth Strategies combines a deep understanding of clients' unique life stories with comprehensive financial planning. As independent advisors, they offer personalized service while leveraging Raymond James' national resources.

Services include asset allocation, investment management, retirement and estate planning, tax planning, insurance, annuities, college planning, and philanthropic strategies such as Donor-Advised Funds. The firm is committed to helping clients achieve their financial goals and make a positive impact in their communities.

Independent, family-run financial firm

Affiliation with Raymond James for national resources

Emphasis on personalized service and community involvement

Comprehensive suite of wealth management services including philanthropic planning

Services

Asset Allocation

Tailored investment strategy balancing risk and return based on individual goals.

Risk assessment Portfolio diversification Ongoing monitoring

Asset Management

Professional oversight of investment portfolios to maximize returns.

Professional oversight Performance tracking Risk management

Retirement Planning

Comprehensive planning to achieve retirement goals.

Income projection Social Security optimization Tax-efficient withdrawal strategies

Estate Planning

Planning to preserve and transfer wealth efficiently.

Will and trust creation Tax minimization strategies Beneficiary designations

Tax Planning

Strategies to minimize tax liabilities throughout the year.

Year-round tax strategy Tax-efficient investment choices Charitable giving planning

Mutual Funds

Pooled investment vehicles offering diversification and professional management.

Professional management Diversification Liquidity

Credentials & Certifications

ChFC®

Since 1988

CLU®

Since 1988

CFP®

Since 2011

Leaders' Council at Raymond James

Since 2005

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the difference between asset allocation and asset diversification? +

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash, based on an investor's goals, risk tolerance, and time horizon. Asset diversification, on the other hand, is a strategy within asset allocation that involves spreading investments across various securities within each asset class to reduce risk.

How do Donor-Advised Funds (DAFs) work? +

Donor-Advised Funds allow individuals to make a tax-deductible contribution to a charitable fund, which they can then recommend to grant to specific charities over time. This provides donors with the flexibility to plan their giving, receive immediate tax benefits, and manage their philanthropic portfolio efficiently.

What is the role of an Elder in Foley & Fields Wealth Strategies? +

Elders at Foley & Fields Wealth Strategies serve in leadership capacities within their church communities, often involved in governance, decision-making, and spiritual guidance. This reflects the firm's commitment to integrating faith and financial stewardship.