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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Worthington, OH and has over 6 years of experience in the finance industry.
Matthew Freiburger, CFA, CPA (CRD# 5207204) is an Investment Advisor Representative working at Steele Investment Counsel, Ltd. in Dublin, OH and has over 10 years of experience in the finance industry.
William Whitaker (CRD# 5713537) is an Investment Advisor Representative working at Vawter Financial Inc. in Columbus, OH and has 13 year of experience in the finance industry. William Whitaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Vawter financial is a fee-only advisory firm serving clients in central Ohio and around the country. We receive no compensation from the sale of investment or insurance products. We get paid to provide advice that is in the best interest of our clients, the “fiduciary” standard.
Our business is focused on small business owners entering a trasition (transition to the next generation or sale of the business) and physicians. In many instances these two may overlap.
Our wealth management approach combines tax planning, investment planning, insurance planning, education planning, estate planning, and long-term retirement projections to make sure you receive holistic advice. All of our advisor has a minimum of a Masters degree in Financial Planning and the Certified Financial Planner designation (CFP).
Review our website to see if we might be the difference you are looking for.
www.vawterfinancial.com
Joseph Reilly (CRD# 2166450) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 25 years of experience in the finance industry.
David Shuttleworth (CRD# 4574636) is an Investment Advisor Representative working at Shuttleworth & Company in Dublin, OH and has 20 years of experience in the finance industry.
Brent Jenkins (CRD# 5564246) is an Investment Advisor Representative working at Grant Street Wealth Management, Ltd. in Columbus, OH and has over 10 years of experience in the finance industry.
Nathan Daugherty (CRD# 6066951) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dublin, OH and has over 5 years of experience in the finance industry.
Augustus Abel (CRD# 3176436) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Powell, OH and has over 18 years of experience in the finance industry. Augustus Abel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dublin, OH and has over 7 years of experience in the finance industry.