Silverling Financial

Simplicity. Clarity. Certainty.

Financial planner in Columbus, OH (show on map)

Personalized, practical, and confident financial planning consultancy.

About

Silverling Financial is a financial planning consultancy that provides personalized, practical, and confident advice to help clients get the most out of their money. They collaborate with clients from diverse backgrounds to create personalized action plans based on their specific needs, developing inclusive strategies to empower individuals regardless of their starting point, fostering confidence.

Broad-based, diverse strategies

Individualized solutions

Compassionate and respectful approach

Services

Families Seeking Financial Freedom

Tailored financial planning for families with unique circumstances.

Customized financial plans Budgeting assistance Long-term financial strategy

Affluent & Tax Focused

Optimizing wealth for affluent clients with tax considerations.

Tax-efficient investment strategies Wealth preservation Comprehensive financial planning

Income Investors

Creating reliable income streams for life.

Income generation strategies Risk management Retirement income planning

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER® (CFP®)

Since 2013

Frequently Asked Questions

Can a financial planner help me manage my 401k? +

Yes. Silverling Financial helps manage retirement plans, including 401(k)s, by optimizing account management and reducing costs.

What can you do for me that I can’t do for myself? +

Silverling Financial provides expertise, time-saving strategies, and personalized advice that most individuals lack the capacity or inclination to manage on their own.

What is a fiduciary and why is it important? +

A fiduciary is a professional obligated to act in the client’s best interest. Silverling Financial, as CFP® professionals, act as fiduciaries, ensuring ethical and client-focused advice.

What is the difference between a CERTIFIED FINANCIAL PLANNER® and an advisor? +

A CFP® provides comprehensive financial planning covering all aspects of financial life, while an advisor may focus primarily on investment returns.

What are the six areas of planning that a financial planner helps people optimize? +

Cash flow management, risk management, investment planning, tax planning, retirement planning, and estate planning.

Should I hire one person as an accountant, an attorney, and financial planner, or should each be separate? +

It is recommended to have separate professionals for accounting, legal, and financial planning to ensure specialized expertise and fiduciary duty.