Weiser Financial Planning LLC

Weiser Financial Planning LLC We provide services to clients:

1.

Weiser Financial Planning is an Independent, Fee-Only, Registered Investment Adviser and Fiduciary in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area. Dual-income households, business owners, and busy professionals seeking the services of a CERTIFIED FINANCIAL PLANNER™ to help manage their busy lives.



2. Client's in the Retirement Red Zone +/- 5 years of retirement transitioning from the accumulation to distribution phase of life.

3. Divorce Clients - Before, During, & After divorce financial planning services provided by a CERTIFIED DIVORCE FINANCIAL ANALYST™.

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much p...
05/25/2026

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much possible.

Pickleball Like a Pro
05/22/2026

Pickleball Like a Pro

Master pickleball in retirement with tips for gear, footwork, and strategy. Discover how seniors 60+ can stay sharp, social, and competitive, join leagues, avoid rookie mistakes, and enjoy the health and community benefits of this fast-growing sport. Step onto the court and play like a pro!

We don't teach children about money so they can calculate compound interest at ten. Our goal is to help raise adults who...
05/19/2026

We don't teach children about money so they can calculate compound interest at ten. Our goal is to help raise adults who feel steady and capable when money decisions arise. The habits you model today become the voice they hear tomorrow. That foundation lasts longer than we realize.

Money can feel personal, emotional, sometimes even uncomfortable to talk about. If you have ever hesitated to ask a ques...
05/18/2026

Money can feel personal, emotional, sometimes even uncomfortable to talk about. If you have ever hesitated to ask a question because you worried it might sound uninformed or “behind,” you are not alone. It is not our role to judge your habits, your income, or your past decisions. It is our role to listen, to understand what matters to you, and to help you move forward thoughtfully.

Utilizing Skills for a Fulfilling Job in Retirement
05/15/2026

Utilizing Skills for a Fulfilling Job in Retirement

Maximize fulfillment in retirement by leveraging your skills for purposeful work. Explore part-time jobs, consulting, mentoring, and passion projects that keep seniors socially engaged, financially flexible, and leaving a legacy. Learn how Life-Centered Planning can help create a meaningful and rewa

When income fluctuates, you need a strategy that answers:• When do I contribute more?• When should I hold back?• How do ...
05/14/2026

When income fluctuates, you need a strategy that answers:
• When do I contribute more?
• When should I hold back?
• How do I plan around taxes?
• What does “consistent progress” look like for me?
This is where structured guidance matters.

Most young professionals don’t struggle with earning potential. They struggle with prioritization, compensation, equity,...
05/12/2026

Most young professionals don’t struggle with earning potential. They struggle with prioritization, compensation, equity, taxes, savings, lifestyle goals — it all moves fast. Having someone help you think through allocation early can prevent years of reactive decisions later. Your paycheck opens the door. A strategy helps you walk through it intentionally.

In your professional life, there are meetings, reviews, and second opinions. People ask hard questions before anything m...
05/11/2026

In your professional life, there are meetings, reviews, and second opinions. People ask hard questions before anything moves forward. But when it comes to personal wealth, many executives are making complex decisions alone. Having a team adds perspective. It gives you the ability to step back, ask the right questions, and think through decisions strategically.

Today we recognize and appreciate the many forms of care, support, and guidance that our mothers have provided. A quiet ...
05/10/2026

Today we recognize and appreciate the many forms of care, support, and guidance that our mothers have provided. A quiet impact that continues across generations.

Getting the Most ROL from Your Smile
05/08/2026

Getting the Most ROL from Your Smile

Learn how to manage retirement spending with the “retirement spending smile.” Discover strategies for the Go-Go, Slow-Go, and No-Go years to balance enjoying life, controlling expenses, and maintaining long-term financial security with a smart retirement income plan.

We wanted to take a moment to remember why Financial Literacy Month 🏦 is so important. It is a reminder that we are teac...
05/07/2026

We wanted to take a moment to remember why Financial Literacy Month 🏦 is so important. It is a reminder that we are teaching our children how to think for themselves.
⏸️ To pause before spending.
⚖️ To weigh trade-offs.
➗ To separate pressure from priority.
👍 These habits become the foundation for how they approach money long after they leave home.

Address

7320 Walker Wood Boulevard
Lewis Center, OH
43035

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+16144502929

Alerts

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