Welcome to Alexander Financial Planning, Inc.’s “virtual office”.

We are a Registered Investment Advisory firm located in the Upper Arlington area of Columbus, Ohio.  Established in 1997, AFPI offers a decade of experience. Our mission is to assist our clients in prioritizing and quantifying their unique financial goals, to educate, and to help them make prudent investment decisions. We utilize a “fee-only” approach to compensation. This enables us to provide financial planning and investment advisory services in an objective manner, free from the “conflicts of interest” inherent in other compensation methods. Our allegiance is strictly to our clients.  Today, we manage nearly $30 million in assets for 100 clients.   

 

We serve those that need our expertise.

Our clients are a select group of successful middle-income individuals and families who have realized they are unable to do it all themselves. We recognize the growing complexity of the financial services business and the need for expert guidance and timely solutions. Our objective is to listen to your thoughts and concerns and to guide you in reaching attainable goals. Whether your unique situation requires a personal plan, solving a specific financial concern, or managing investments for a specific purpose, we are geared toward helping you reach your life goals.

 

We invite you to learn more about our organization.

An effective financial advisor relationship is built on a commitment of personal attention. Since we can’t be with you all the time, the goal of this website is to provide you with a tool to stay current and to be able to access relevant information related to your account(s), our organization, financial planning, and investment management. Feel free to peruse our website. If you have financial planning concerns, please contact us and schedule a complimentary initial consultation. Begin your financial planning process now. All we ask is that you bring your thoughts with you to this initial meeting.