A complete list of active advisors currently associated with WWA Planning & Investments
Warmer can help you find a great advisor at WWA Planning & Investments or one who fits your needs even better.
WWA Planning & Investments is a fee‑only advisory firm that serves individuals — including high‑net‑worth clients — as well as certain retirement plans and charitable organizations. Its service menu includes comprehensive and on‑going financial planning, discretionary and non‑discretionary portfolio management, hourly and fixed‑fee consulting, and group educational seminars and workshops. The firm describes an evidence‑based planning process that is integrated with portfolio management, using model portfolios and offering ESG screening when requested. It also offers targeted services for clients near retirement — notably a one‑time, two‑hour “Retirement Readiness” appraisal — and will accept discretionary authority for ongoing management when clients choose that option. WWA’s brochure highlights a practice that is more outward‑facing than many peers: complimentary community seminars and workshops and frequent speaking engagements are a regular part of its client education efforts. The firm also discloses operational details that are less commonly emphasized at this size, including participation in Dimensional Fund Advisors’ institutional program and limited use of artificial intelligence for administrative and client‑service tasks (explicitly not used for investment selection).
To learn more about the advisors currently working at WWA Planning & Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, IN
| 5
| |
Columbus, IN
| 21
| |
Columbus, IN
| 5
| |
Columbus, IN
| 2
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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