EGSI Financial

EGSI Financial We believe serving our clients and community is more than our profession—it is our calling. As fiduciaries, we serve as your advocate.

We build lasting relationships, offer thoughtful fiduciary guidance, and help families move toward retirement with greater clarity, and purpose. EGSI Financial is a financial planning firm located in Central Ohio that caters to soon-to-be-retired and current retirees. We recognize that retirees confront numerous complex decisions that can have a significant impact on their long-term financial well

-being. Our primary objective at EGSI Financial is to guide and protect our clients, ensuring that their retirement years are financially fit and healthy. Our mission is to give the families we serve the clarity, confidence, and certainty in the knowledge that their retirement funds will endure. We achieve this by utilizing our personalized process, The Retirement Fitness Plan™, tailored to your individual financial situation.

07/07/2026

The first half of 2026 was anything but calm for investors. Major events, including the war in Iran, oil-driven inflation hitting multi-year highs, and questions about artificial intelligence (AI), all […]

Markets hit new highs, interest rates surged, and the Federal Reserve welcomed new leadership—May 2026 was anything but ...
06/15/2026

Markets hit new highs, interest rates surged, and the Federal Reserve welcomed new leadership—May 2026 was anything but ordinary.
The S&P 500 crossed 7,500 for the first time ever, technology stocks continued to lead the charge, and investors faced new questions about inflation, bond yields, and what the future holds under new Fed Chair Kevin Warsh.
What do these developments mean for your investments and the economy moving forward? Discover the key trends, market milestones, and insights every investor should know.
📈 Read the full market update and stay informed about the forces shaping your financial future.


May 2026 was a rewarding month for investors. Major stock market indexes climbed to new all-time highs, even as the bond market dealt with pressure from rising inflation concerns. The […]

💙 Imagine being a child forced to leave everything familiar behind—your home, your room, your favorite blanket—and arriv...
06/01/2026

💙 Imagine being a child forced to leave everything familiar behind—your home, your room, your favorite blanket—and arriving somewhere new with little or nothing to call your own.

For many children entering foster care, this isn't imagination. It's reality.

That's why we are honored to announce that our 2026 Charity Gala will support Stitched Together and their incredible Holiday giving. Through this program, foster children across Central Ohio receive something many of us take for granted: a gift chosen just for them.

Along with backpacks, blankets, hygiene items, and comfort essentials, Stitched Together helps restore something every child deserves—dignity, belonging, and the feeling of being seen.

This holiday season, we're inviting our community to help us turn wishes into smiles, comfort into hope, and generosity into lasting memories.

Because every child deserves something to call their own.
💙 Join us. Give hope. Change a child's story.

Address

5100 Parkcenter Avenue , Suite 120
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16145264118

Website

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