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About PDS Planning

On the one hand, there are banks: conservative, impersonal, and far from forward thinking. Banks are unspectacular in every way, including the returns you can expect from your investments. No one is happy with the service they get from their bank. And after the financial debacle of the past decade, banks have lost credibility, respect and the public's trust. On the other hand, there are brokerage houses: more worldly. Pricier, perhaps. They deal with complicated financial instruments. They have become experts in "taking risk." And after the financial debacle of the past decade, they too have lost credibility, respect and the public's trust. Stuck in the middle is the "earnest investor." The person who recognizes the value of having a plan, and who yearns for more than a bank - but is too nervous, or uninformed, or untrusting, to feel comfortable at a big brokerage house. This is our opportunity - our market - the people we want to help. We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility. We are consistently ranked among the top fee-only financial planning firms in central Ohio*. And we’re recognized as one of the top independent fee-only wealth management firms in the country**.

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