Columbus, OH Olentangy River Road Office

Alexander Financial Planning works with individuals, families, trusts, and charitable organizations across life stages, from young professionals to clients preparing for or in retirement. The firm offers fee-only financial life planning, goal-driven and cash-flow–driven wealth management programs, standalone investment management, and short-term transition/project engagements.

Investment work is guided by a written Investment Policy Statement and largely conducted on a discretionary basis, using strategic asset allocation with core-satellite implementations and a mix of passive ETFs and no-load mutual funds. The firm uses independent custodians and reporting platforms, can accept limited power of attorney to place trades (including for held-away employer-plan accounts), and combines regular meetings with quarterly “to-do” check‑ins and annual IPS reviews.

Distinctive features include a common use of flat annual retainer arrangements and clearly differentiated service tracks by life stage rather than relying solely on percentage-of-AUM billing. The firm is a small, founder‑owned practice whose advisors hold several specialized credentials (including transition- and life-planning designations) and which routinely uses Dimensional Fund Advisors funds—an investment line that may limit future fund access if a client moves to an adviser not approved by that provider.