Alexander Financial Planning

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Alexander Financial Planning We are an Independent, Fee-Only Financial Life Planning & Wealth Management Investment Advisory Firm We work with you. We work for you. (AFP).

Established in 1997, Alexander Financial Planning is one of the few female owned Registered Investment Advisory firms in Ohio. We are an independent, fee-only financial planning organization whose mission is to provide personal, caring, and knowledgeable advice. Our primary commitment is to your long-term financial success. Understanding the technical side of financial planning is key, however, we also know that the personal side of money is just as important. We have incorporated this aspect of financial planning into our practice as we are certain our clients will eventually go through some transition in life that will give them pause. We have developed the tools to help our clients through these life changing events. Providing peace of mind and eliminating stress for our clients is one of our greatest rewards. Simplifying your financial life through setting priorities, quantifying goals, educating, and weighing pros & cons, we help you arrive at prudent financial decisions. We have found our clients value a long-term trustworthy relationship in helping them navigate personal financial decisions. We're proud of the enduring relationships that we have built over the years, many of them spanning several generations. We look forward to welcoming you to the Alexander Financial Planning family. Disclosure: The primary purpose of this page is to circulate news updates from Alexander Financial Planning, Inc. Liking this page or its contents should not be viewed as a positive reflection, recommendation or as a testimonial for AFP, its employees, or its services. It is prohibited under federal and state securities law for visitors to this page to post positive reviews or testimonials as this may not reflect all clients experience with the advisor or services of AFP. Nothing contained in this page should be construed as investment or financial advice in any way and the appropriate professional advisors should be consulted before implementing any ideas presented.

Today is World Financial Planning Day, and October is Financial Planning Month. This gives us a chance to celebrate some...
10/07/2026

Today is World Financial Planning Day, and October is Financial Planning Month. This gives us a chance to celebrate something we believe in every day: ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ฌ๐ญ๐š๐ซ๐ญ ๐ฐ๐ข๐ญ๐ก ๐ญ๐ก๐ž ๐ฅ๐ข๐Ÿ๐ž ๐ฒ๐จ๐ฎ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐ฅ๐ข๐ฏ๐ž. It has never been just about the numbers.

What do you want it to look like? What matters most to you? What are you excited about, worried about, or hoping to accomplish in the years ahead?

Those are the conversations that help give the numbers meaning.

We want to help our clients use their resources to build an amazing life, whatever that looks like for them. Sometimes that means working toward a big goal. Sometimes it means navigating a change, making a difficult decision, or simply having the confidence to enjoy what youโ€™ve worked so hard to build.

Because financial planning isnโ€™t just about accumulating more. ๐ˆ๐ญโ€™๐ฌ ๐š๐›๐จ๐ฎ๐ญ ๐ฆ๐š๐ค๐ข๐ง๐  ๐ญ๐ก๐ž ๐ฆ๐จ๐ฌ๐ญ ๐จ๐Ÿ ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐š๐ง๐ ๐ฎ๐ฌ๐ข๐ง๐  ๐ข๐ญ ๐ญ๐จ ๐œ๐ซ๐ž๐š๐ญ๐ž ๐š ๐ฅ๐ข๐Ÿ๐ž ๐ญ๐ก๐š๐ญ ๐ฆ๐š๐ญ๐ญ๐ž๐ซ๐ฌ ๐ญ๐จ ๐ฒ๐จ๐ฎ.

This week, we are celebrating Nathanโ€™s four year anniversary with Alexander Financial Planning! ๐ŸŽ‰Over the past four year...
10/01/2026

This week, we are celebrating Nathanโ€™s four year anniversary with Alexander Financial Planning! ๐ŸŽ‰

Over the past four years, Nathan has brought knowledge, dedication, and a thoughtful approach to helping our clients make confident financial decisions. His commitment to continued learning and his genuine care for the people we serve make him such an important part of the AFP team.

Nathan, thank you for everything you contribute to AFP and our clients. We are grateful to have you on our team and look forward to celebrating many more milestones with you! ๐Ÿ’™

American Business Womenโ€™s Day is an opportunity to recognize the women in our community who have taken the leap to build...
09/22/2026

American Business Womenโ€™s Day is an opportunity to recognize the women in our community who have taken the leap to build something of their own, create opportunities and pursue their own definition of success.

As a woman business owner herself, Teri knows how much goes into building a business. Weโ€™re fortunate to know and work alongside so many women doing just that, and weโ€™re proud to recognize all they have built and whatโ€™s still ahead.

๐ŸŽ‰ Today, Alexander Financial Planning celebrates 29 years!On September 15, 1997, AFP opened its doors with a commitment ...
09/15/2026

๐ŸŽ‰ Today, Alexander Financial Planning celebrates 29 years!

On September 15, 1997, AFP opened its doors with a commitment to providing thoughtful, personal financial planning. Nearly three decades later, that commitment remains at the heart of everything we do.

Over the years, our knowledge has grown, our team has evolved, and the financial world has certainly changed. What has remained constant is our belief that money has two equally important sides: the technical side and the personal side.

We are proud to be a female owned firm built on experience, lifelong learning, and a genuine desire to understand the people behind the numbers.

Most of all, we are grateful for the clients who have trusted us with their stories, their transitions, their goals, and their futures. You are the reason we are celebrating today.

Hereโ€™s to 29 years of Alexander Financial Planning and to everything still ahead! ๐Ÿ’™

Grandparents can play so many roles in a family. They are caregivers, cheerleaders, storytellers, sounding boards and so...
09/13/2026

Grandparents can play so many roles in a family. They are caregivers, cheerleaders, storytellers, sounding boards and sometimes the people everyone calls when a little extra help is needed. โค๏ธ

On Grandparents Day, weโ€™re celebrating those relationships and the time grandparents spend building memories with the people they love.

Those relationships can also shape how you think about the years ahead. Maybe you want to travel with your grandchildren, help them pursue an opportunity, spend more time together, or simply be available when your family needs you.

Whatever that looks like for you, itโ€™s worth making room for it in the future youโ€™re planning.

Happy Grandparents Day!

09/11/2026

Today, we remember the lives lost on September 11 and honor the first responders, service members, and everyday people who stepped forward to help others.

As we mark the National Day of Service and Remembrance, weโ€™re reminded of the strength that comes from showing up for one another and caring for our communities.

We remember. We honor. We serve.

33 years ago today, Teri Alexander became a CERTIFIED FINANCIAL PLANNERโ„ข professional. ๐ŸŽ‰While a lot has changed in the f...
09/08/2026

33 years ago today, Teri Alexander became a CERTIFIED FINANCIAL PLANNERโ„ข professional. ๐ŸŽ‰

While a lot has changed in the financial world since then, what Teri values most about her work as a fee-only financial life planner has stayed the same.

It starts with deep listening to each clientโ€™s story, understanding what they want their financial life to look like, and turning their vision into reality. After 33 years, this passion continues.

Congratulations, Teri, on 33 years as a CFPยฎ professional!

Itโ€™s National Read a Book Day! ๐Ÿ“š The newest addition to Teriโ€™s bookshelf is one with a personal connection.  Her friend ...
09/06/2026

Itโ€™s National Read a Book Day! ๐Ÿ“š

The newest addition to Teriโ€™s bookshelf is one with a personal connection.

Her friend Kacey Kowars recently published his first novel, The Rise of Russell Ross, set right here in Columbus. After 25 years on Wall Street and a second career as a teacher, Kacey turned his longtime interests in reading, writing, and the stock market into a novel.

Thereโ€™s something special about seeing a friend accomplish a longtime goal. Congratulations, Kacey, on your first novel!

As Labor Day weekend approaches, weโ€™re looking forward to a little extra time to rest, recharge, and enjoy the final str...
09/03/2026

As Labor Day weekend approaches, weโ€™re looking forward to a little extra time to rest, recharge, and enjoy the final stretch of summer. It's also a chance to recognize the hard work that helps build our families, our communities, and the futures we envision for ourselves.โ˜€๏ธ

At AFP, we help our clients make thoughtful financial decisions so the work theyโ€™ve put in can keep supporting the life they envision today and in the years ahead.

Whether your plans include traveling, gathering with friends and family, tackling a project, or doing absolutely nothing, we hope you have a safe and relaxing holiday weekend!

Happy Labor Day from all of us at AFP! www.alexanderfinancialplanning.com

Address

3600 Olentangy River Road, Suite C2
Columbus, OH
43214

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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