KylesHill Financial Planning

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

1 reviews

Comprehensive, fee-only personal financial planning in Columbus, Ohio, serving business owners, individuals, families, and retirees with holistic planning tailored to their goals.

Call (614) 395-1295

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About

KylesHill Financial Planning provides comprehensive, fee-only personal financial planning services in Columbus, Ohio, catering to entrepreneurial business owners, individuals, families, and retirees. The firm emphasizes a holistic, client-focused approach, offering investment management, retirement planning, college education funding, estate planning, trust administration, charitable planning, long-term care planning, income tax planning, life insurance sufficiency planning, and more.

Services are delivered by Certified Financial Planner John Davidson, who brings over 20 years of experience in banking, strategic planning, business financial management, and personal financial planning. The firm is independent, non-affiliated with any financial institution, ensuring impartial advice tailored to each client's unique situation.

Fee-only compensation model

Comprehensive, holistic financial planning

Independent, non-affiliated with any financial institution

Quarterly plan reviews and flexible communication

Services

Comprehensive Fee-Only Financial Planning

Holistic financial planning covering investment management, retirement planning, college education funding, estate planning, trust administration, charitable/philanthropic planning, long-term care planning, income tax planning, life insurance sufficiency/ planning.

Fee-only compensation model No commissions or product-based incentives Personalized, client-centered approach Quarterly plan updates and flexible communication

Credentials & Certifications

Certified Financial Planner (CFP)

Since Over 20 years

Bachelors in Finance, John Carroll University

MBA, University of Dayton

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What IS the “KylesHill” name? +

Named after KylesHill School in Saltcoats, Scotland, where John Davidson’s grandfather attended school and received the Dux Boy award, symbolizing the firm’s emphasis on education and financial planning.

Why Hire a Personal Financial Planner? +

Most people lack financial expertise; a personal financial planner provides objective, comprehensive advice tailored to individual goals without product-based incentives.

How often do we need to update our plan? +

Initial monthly/bi-weekly meetings for the first year, followed by quarterly reviews to adjust for life changes, investments, and reassess outcomes.

What about privacy? +

KylesHill Financial Planning respects client privacy, does not collect personal information without consent, and treats disclosed information as confidential. Email communications are not secure; avoid sending sensitive data via email.