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Personal Financial Advisors

Financial planner in Pickerington, OH (show on map)
Google 5.0
★★★★★
18 reviews

Fee-only financial planning firm dedicated to serving individuals and families nationwide with unbiased, fiduciary advice.

Call (614) 837-7000
Navigate to Visit website
Personal Financial Advisors website

About

Personal Financial Advisors, Inc. is an independent, fee-only financial planning firm dedicated to serving the needs of individuals and families nationwide committed to realizing their hopes and dreams. Our goal is to provide you with long-term financial guidance which will enable you to achieve your goals and fulfill the things most important to you.

We eliminate any type of conflict of interest by being paid solely and directly by you. We do not sell any products, so there are no sales fees charged, or commissions paid to us for our services. We are a fiduciary, thus you will always be receiving unbiased advice in your best interest. David Stone, CFP® is a certified financial planner which means he went through a rigorous testing process in order to prove his knowledge in the field of financial planning, and is bound by specific ethical standards. This will give you the confidence of knowing that you will be working with a competent professional who is working for you. Financial Planning is like an exciting road trip. We’re the GPS, you’re the driver. A Fresh Perspective: Our Road Trip Analogy Financial planning isn't what you think it is. It's about visualizing how you want your life to turn out, and money is the tool to get you there. All you need to do is let us know your destination (goals), we'll show you the right vehicles, and find the fuel (money) through the financial plan. Then you'll turn the key (to implement the plan) and follow the GPS towards your destination. However, there will be traffic, construction, and pot holes along the way, so as your GPS we will guide you to your destination as efficiently as possible.

Fee-Only Model
Fiduciary Standard
Values-Based Financial Planning
Comprehensive Financial Planning Approach

Services

Comprehensive Financial Planning

A holistic approach to financial planning that addresses all aspects of a client's financial life.

Values-Based Financial Planning Financial Roadmap® Personalized Financial Plans

Retirement Planning Strategies

Strategies to help clients achieve financial independence and secure retirement income.

Retirement Income Analysis Social Security Optimization 401(k) and IRA Strategies

Cash Flow Analysis

Analyzing and optimizing a client's monthly income and expenses.

Budget Creation Debt Reduction Strategies Savings Optimization

College Funding Advice

Strategies to help families save for and pay for college education.

529 Plan Analysis College Savings Calculators Financial Aid Strategies

Debt Reduction/Elimination Plans

Strategies to help clients pay off and eliminate debt efficiently.

Debt Snowball Method Debt Avalanche Method Credit Counseling

Life, Disability, and Long Term Care Needs Analysis

Assessing insurance needs to protect against life, disability, and long-term care risks.

Life Insurance Needs Analysis Disability Insurance Evaluation Long-Term Care Insurance Options

Credentials & Certifications

CFP®
Since 2002

Reviews

Google
Rating
5
★★★★★
Reviews
18
"They have always been very professional and knowledgeable."

Frequently Asked Questions

What is the difference between a fee-only and a commission-based financial planner? +

A fee-only financial planner is paid directly by the client for their services, eliminating conflicts of interest. Commission-based planners earn money from selling financial products, which can create conflicts of interest.

How does Personal Financial Advisors, Inc. ensure unbiased advice? +

As a fiduciary, Personal Financial Advisors, Inc. is legally obligated to act in the best interest of their clients. They are fee-only, meaning they do not receive commissions from product sales, ensuring unbiased advice.

What is the Financial Roadmap®? +

The Financial Roadmap® is a values-based financial planning tool used by Personal Financial Advisors, Inc. to create customized financial plans that align with clients' goals and values.

How often are financial plans reviewed? +

Financial plans are reviewed annually to ensure they remain aligned with the client's current goals, life circumstances, and market conditions.

What types of insurance do you help clients with? +

Personal Financial Advisors, Inc. assists clients with life insurance, disability insurance, and long-term care insurance needs analysis.

How does the company handle client data and privacy? +

Personal Financial Advisors, Inc. takes protecting client data and privacy very seriously. They comply with the California Consumer Privacy Act (CCPA) and provide a link for clients to opt-out of data sales.

Contact Personal Financial Advisors

Personal Financial Advisors
Category
Financial planner
Wheelchair Accessible
Call (614) 837-7000

Opening Hours

Sunday
Closed
Monday
8 am–6 pm
Tuesday
8 am–6 pm
Wednesday
8 am–6 pm
Thursday
8 am–6 pm
Friday
8 am–6 pm
Saturday
Closed

Location

Location of Personal Financial Advisors, 70 E Columbus St, Pickerington, OH 43147 · View on Google Maps

Screenshot Gallery

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Personal Financial Advisors page
Personal Financial Advisors page

Get in Touch

Ready to work with Personal Financial Advisors?

Reach out today to schedule a consultation.

(614) 837-7000

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