I want to help people lead financially successful lives. Whether they are a client or not is unimportant. I want people to understand that financial success can be achieved through some basic principles and practices. Thus, WealthAdviceMadeSimple was born.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Public Accountant (CPA). In simpler terms, I’ve studied a lot and passed several difficult exams.
As important, I have been advising clients for over 18 years on how to meet their financial goals and today, I am one of the principal owners of PDS Planning, Inc., a fee-only Registered Investment Advisory firm located in Columbus, OH. Over my career, I’ve witnessed a sea of change from advisors and the products they recommend for clients. I’ve seen the internet enhance the Do-It-Yourself (DIY) movement and at the same time, make the job of managing one’s finances even more confusing. That’s why I started this site, to simplify the complex financial world that advisors, the media, and so-called pundits have created. You’re entitled to WealthAdviceMadeSimple.
I believe there are 3 types of people who walk into my office to find out if they should hire an advisor. Those who take pride in doing it themselves, those who under all circumstances know they need a professional advisor, and those caught in the middle, somewhat confident they have put a sound strategy in place, but seeking a stamp of approval to be certain. This site can serve all three in varying capacities.
I have spent my professional time digesting complicated topics, and I’ve found too many advisors trying to make you believe you must hire them. In reality, there are basic principles you need to understand to be successful. It’s really easy. Follow along and you will realize that it’s just WealthAdviceMadeSimple.