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™.

During a divorce, there is a lot happening at once. Emotions are high, timelines feel tight, and decisions often need to...
06/25/2026

During a divorce, there is a lot happening at once. Emotions are high, timelines feel tight, and decisions often need to be made faster than anyone would prefer. In those moments, impact of each choice.
it can be difficult to step back and fully think through the long-term That is where an outside perspective becomes valuable. Someone who can slow the
process down, bring clarity to what matters, and help ensure decisions are made with a clear view of what comes next.

As your income rises, your financial life rarely becomes simpler. This is where financial advice becomes less about info...
06/23/2026

As your income rises, your financial life rarely becomes simpler. This is where financial advice becomes less about information and more about structure. At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

On paper, an offer may make sense, but in reality, it can feel very different. Preparing for that gap is just as importa...
06/22/2026

On paper, an offer may make sense, but in reality, it can feel very different. Preparing for that gap is just as important as preparing the numbers.

Some of the strongest foundations are built quietly over time. To those doing the work every day—Happy Father’s Day.
06/21/2026

Some of the strongest foundations are built quietly over time. To those doing the work every day—Happy Father’s Day.

Dogs: A Retiree’s Best Friend
06/20/2026

Dogs: A Retiree’s Best Friend

Discover why dogs can be a retiree’s best friend. Learn how pet ownership provides companionship, daily routine, social connection, and a renewed sense of purpose in retirement. Explore the emotional and health benefits of adopting a dog and tips for choosing the right pet for your retirement life...

When everything is working behind the scenes the way it should, you notice it less. Decisions feel clearer. Timing feels...
06/18/2026

When everything is working behind the scenes the way it should, you notice it less. Decisions feel clearer. Timing feels more intentional. There’s less second guessing. That’s what it means for things to run smoothly.

If you’ve ever played golf, you know it’s not about one perfect shot. It’s about consistency over time. Small adjustment...
06/15/2026

If you’ve ever played golf, you know it’s not about one perfect shot. It’s about consistency over time. Small adjustments. Staying focused even when things don’t go exactly as planned. Financial planning works the same way. It’s not built on big, one-time decisions. It’s built on discipline, patience, and a strategy you can stick with through different conditions.

Most people don’t reach out until something changes. A new job. A major purchase. A shift they didn’t expect. And by the...
06/11/2026

Most people don’t reach out until something changes. A new job. A major purchase. A shift they didn’t expect. And by then, it often feels urgent.
We’re always here in those moments, but the real value comes from the conversations before they happen. Staying in touch means fewer surprises and more clarity when decisions matter most.

Summer tends to fill up fast. Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can ...
06/09/2026

Summer tends to fill up fast. Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy
seasons. A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it’s still fresh in your mind.
Then when summer actually arrives, you’re not thinking about paperwork you meant to revisit months ago.

We’ve found that many people feel prepared for retirement, until they start nthinking through how it will actually work....
06/08/2026

We’ve found that many people feel prepared for retirement, until they start nthinking through how it will actually work. When income begins, how it’s taxed, and how long it needs to last are not always straightforward. If these are questions you’ve been meaning to revisit, it may be worth taking a closer look.

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

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