At Schuler Wealth Planning, our mission is to transform wealth planning into a personalized journey—guiding you through every step with confidence and care. We proudly serve investors, pre- and post-retirees, small business owners, and others seeking objective, goal-driven financial guidance.
As an independent, fee-only firm, our only compensation comes directly from our clients. This ensures full transparency and alignment with your best interests. We are not affiliated with any bank, brokerage firm, or insurance company, which means we’re never obligated to promote specific products or services. Our focus is on financial planning and investment strategies that are easy to understand, low-cost, and flexible.
Transparency is one of our core values. Whether you're looking for a comprehensive financial plan or guidance on a specific financial matter, we offer flexible fee options to match your needs. Our one-time financial plans (with tune-ups as needed) and traditional planning models are designed to deliver clear value—without hidden costs.
One-Time Financial Plans (with tune-ups as needed) - Ideal for clients who prefer to manage their own investments but want professional insight, our one-time financial plans offer targeted support. We help address specific financial questions and provide a comprehensive analysis, including a personalized financial plan and actionable recommendations—so you can move forward with confidence and on your own timeline.
Traditional Planning - Our traditional planning model is designed for clients seeking comprehensive, ongoing financial support. We tailor our services to meet your evolving needs through every life stage. This includes investment management, portfolio rebalancing, tax strategies, insurance planning, and estate considerations—providing holistic guidance you can rely on.
Learn more: schulerwealthplanning.com/our-fees
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1900 Polaris Parkway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Retirement Planning, Investment Management, Tax Strategies, Insurance Planning, Estate Planning, Wealth Management.
- HQ
- Columbus, OH
Schuler Wealth Planning Questions
Schuler Wealth Planning's website is http://www.schulerwealthplanning.com
Schuler Wealth Planning's LinkedIn profile is https://www.linkedin.com/company/schuler-wealth-planning
Schuler Wealth Planning has
3 employees.
View email and phone details for 3
employees at Schuler Wealth Planning.
Schuler Wealth Planning's industry is
Financial Services
Schuler Wealth Planning's top competitors are
Amberstone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc,
Tifin Ag,
Rec Boat Holdings, Llc,
Intersport,
Baylor Scott & White Health.
Schuler Wealth Planning's categories are Financial Services
Schuler Wealth Planning's founding year is 2022
