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Jedidiah Kinderknecht

Advisor at Concordia Wealth Planning, LLC

Updated today

Location

Powell, OH

Credentials

PFS™

Industry experience

4 years

About

Jedidiah Kinderknecht is a financial advisor at Concordia Wealth Planning, LLC with three years of industry experience. He holds the PFS™ designation and is also the owner and president of A CPA Inc., a tax preparation and planning firm. Concordia Wealth Planning, LLC provides comprehensive financial planning and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a structured planning process and utilizes outside portfolio managers and sub-advisors as part of its investment approach.

Client services

Based on Concordia Wealth Planning, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Concordia Wealth Planning, LLC

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on Concordia Wealth Planning, LLC

Founder/Business Owner Retired

Demographic focus

Based on Concordia Wealth Planning, LLC

Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Fixed

Flat, annual contractual fees for Wealth Planning Programs, negotiated per client; fixed fees for project-based services, negotiable.

Percentage

$0 - $250,000: 1.50% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $20,000,000: 0.30% $20,000,000+: 0.10%

Other

Minimum fee: Flat, annual contractual fee negotiated based on Modified Net Worth, Income, and Administrable Assets; no specific dollar minimum stated. Fee-only: Flat, contractual fees for Wealth Planning Programs negotiated individually; project-based fees are fixed and negotiable.

Location

Powell, OH

Most active in

Ohio

Work history

Concordia Wealth Planning, LLC

2022 - Present (4 years)

A CPA Inc.

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with a Series 65 designation and two years of industry experience. His prior work includes roles at the University of Cincinnati and Kent State University. He is also the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting with a primarily long-term investment approach that includes diversified funds, ETFs, individual securities, and access to alternative investments.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
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Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.

Active portfolio management
user avatar

Joseph F

CFP®, Series 63, Series 65

Worthington, OH

Tricord Wealth Advisors

Joseph Finneran is a CFP® professional with 43 years of experience, currently serving as the sole advisor at Tricord Wealth Advisors in Worthington, OH. He has been with Tricord since 1988 and has prior experience at Omni Financial Securities, Inc. and World Choice Securities, Inc. Finneran is also involved in managing the Stewardship Foundation, a public foundation where he oversees expenses, donations, and investment manager selection. Tricord Wealth Advisors offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, provides periodic account reviews, and combines internal analysis with external research, often managing assets on a non-discretionary basis with client approval required before trades.

General retirement planning Business exit / sale strategy Cash flow / budgeting
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