Partnership Financial LLC

Exceptional Service, Every Client

Financial planner in Columbus, OH (show on map)

Proudly serving businesses, individuals & families since 1996. Fee-only financial planning with a holistic approach.

About

Partnership Financial LLC, founded in 1996, provides fee-only financial planning with a holistic approach covering tax planning, investment management, estate planning, retirement planning, insurance, and benefits. The firm emphasizes fiduciary responsibility, goal-based decision making, and personalized service for young professionals, mid-career, pre-retirees, and retirees.

Fee-only financial planning

Holistic approach covering all financial aspects

Fiduciary responsibility

No account movement required

Transparent fee structure

Services

Holistic Financial Planning

Comprehensive financial planning covering tax planning, investment management, estate planning, retirement planning, insurance, and benefits.

Goal-based decision making Tax planning & preparation Investment management Estate planning Retirement planning Insurance & benefits

Tax Planning & Preparation

Year-round tax planning to identify savings before filing tax returns.

Proactive tax savings identification Compliance with IRS regulations

Investment Management

Coordination of investments across all accounts, focusing on diversification and cost efficiency.

Diversification analysis Expense review 401(k) investment guidance

Estate Planning

Planning for asset transfer to heirs and ensuring coverage for surviving spouse.

Will and trust preparation Beneficiary designation updates Estate tax minimization

Retirement Planning

Designing savings plans and strategies to replace income in retirement.

Retirement income analysis Social Security optimization Retirement lifestyle modeling

Insurance & Benefits

Guidance on insurance needs and benefits coordination without commission-based sales.

Employee benefits analysis Retiree Medicare and Social Security guidance Long-term care insurance evaluation

Credentials & Certifications

CFP®

Since 2007

EA (Enrolled Agent)

Since 2011

Member of Alliance of Comprehensive Planners (ACP)

Since 1996

Member of National Association of Personal Financial Advisors (NAPFA)

Since 2008

Member of National Association of Tax Preparers (NATP)

Since 2008

Frequently Asked Questions

Do you have investment minimums? +

No, we have partnered with clients who are just getting started out as well as those who have accumulated a sizeable nest egg.

Will I need to move my accounts? +

For some advisors, you have to move accounts to their custodian to receive guidance. Since we charge a flat fee, our guidance covers all your accounts, from savings to HSAs to 401(k)s, wherever they are held.

What are your fees? +

We charge a flat, annual fee to our clients and are paid in no other way. Fees range from $3,000 to $30,000 per year, depending on net worth and complexity. See our Firm ADV Part II here.

Do you offer services a la carte? +

No, we do not. We believe the holistic approach provides significant value to our clients and do not think we can fulfill our fiduciary obligation if we eliminate some of these services.

Do you do one-time engagements? +

We do provide a Financial Tuneup to clients on a limited basis. This is a two-hour planning meeting with 30 days of email support thereafter, designed to cover two or three financial topics. The cost for this is $1,500.

How will I be treated? +

We strongly believe that, as your advisors, we should be good listeners, polite, patient, and available. We understand you have worked hard for your wealth and that professional financial advice is not cheap. We do not take our role lightly.