Partnership Financial, LLC
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About
Partnership Financial LLC is a small, fee‑only advisory firm that provides holistic financial planning and investment management to individual clients and families, including both middle‑ and high‑income households. Services commonly include retirement and estate planning, risk management, goal setting, and tax planning, with individual tax preparation offered as part of its planning engagements.
The firm builds portfolios tailored to each client’s tax situation, risk tolerance and goals, generally using no‑load mutual funds, ETFs and fixed‑income investments; its analysis incorporates industry research and tools available through advisor networks. Implementation is typically non‑discretionary unless a client grants trading authorization, and the firm operates as a fiduciary with documented planning processes and periodic reviews.
Distinctive aspects include its avoidance of percentage‑of‑assets‑under‑management fees — it instead uses fixed planning agreements, limited “tune‑up” engagements and a program aimed at younger professionals — and the inclusion of tax preparation within ongoing planning services. The firm also has access to DFA fund share classes and participates in fee‑only advisor organizations, and it does not accept commissions or referral fees.
Client services
Expertise
Demographic focus
Fee options
Flat Fee Financial Planning Agreement: $3,000 to $30,000 annually; Financial Tune-Up: $1,500; PathFinder: $1,800 minimum or 1.5% of income
PathFinder fee billed monthly over a 12-month contract; flat fee financial planning invoiced quarterly in advance
Minimum fee: Flat Fee Financial Planning Agreement fees range from $3,000 to $30,000 annually; Financial Tune-Up fee is $1,500; PathFinder fee is higher of 1.5% of income or $1,800 per year Fee-only: All fees charged are flat fees or fixed fees based on income or flat amounts; firm is fee-only with no commission
Main office
4400 N High St, Suite 412
Columbus OH 43214
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
Partnership Financial · Partnership Financial, LLC · Paynter, Jo Anne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mark B
Series 65
Columbus, OH
Partnership Financial, LLC
Mark Bowes is a financial advisor at Partnership Financial, LLC in Columbus, OH, holding a Series 65 designation with seven years of industry experience. His background includes service in the US Army from 2009 to 2017 and two years at The Ohio State University before joining Partnership Financial in 2017. Partnership Financial LLC is a fee-only, fiduciary advisory firm serving individuals and families, including young professionals and higher-net-worth households. The firm offers comprehensive financial planning and investment services with a flat-fee billing structure and emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, and fixed-income instruments.
James D
CFP®, Series 65
Columbus, OH
Partnership Financial, LLC
James Davis is a CFP® and Series 65 licensed advisor at Partnership Financial, LLC in Columbus, OH, with 18 years of industry experience. He has been with Partnership Financial since 2008. Outside of financial advising, he manages a mailing list supply business where he oversees customer service operations. Partnership Financial LLC is a fee-only advisory firm serving individual clients and families across middle- and high-income levels. The firm offers comprehensive financial planning and investment management, emphasizing tailored portfolios and integrated tax preparation without charging percentage-based fees.
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