Alexander Financial Planning

Your family
of financial experts.


Over the years, so many amazing people have walked through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.

Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.

Every life story is different...
and we want to help enrich your story through thoughtful and
effective financial life planning.



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Teri Roth Alexander

CFP®, MSFP, CeFT®

President

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Bob Franz

CRC®, MPAS®

Financial Planner

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Maria Simmonds

Support Specialist

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Tracey Guthrie

Investment Advisor Representative

Office Manager

Your family
of financial experts.


Over the years, so many amazing people have walked through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.

Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.

Every life story is different...
and we want to help enrich your story through thoughtful
and effective financial life planning.



image

Teri Roth
Alexander

CFP®, MSFP, CeFT®
President
image

Bob
Franz

CRC®, MPAS®
Financial Planner
image

Maria
Simmonds

Support Specialist
image

Tracey
Guthrie

Investment Advisor Representative
Office Manager


It all begins with

a conversation.



As your thinking partner, we will work with you to uncover what is important to you and begin your journey towards the life you are seeking.


LET'S CONNECT

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• SEPTEMBER
PROGRAM


Investing in the Current
Economic Environment

Join us Thursday, September 26th for a program delving into the current economic environment and how this backdrop impacts investment conditions. Presenter Matt Lord provides insight into navigating risk in today’s economy.

Matt represents JPMorgan’s research and resources in the Midwest and partners closely with Institutional Investment Advisors. He has been with JPMorgan for 9 years in various roles between Columbus and Chicago. He is a Certified Investment Management Analyst (CIMA) and a member of the Investments and Wealth Institute.

Don't miss this unique and insightful program!


EVENT & RSVP DETAILS

Our knowledge
is your power.

As true "life planning enthusiasts", we pride ourselves on sharing our insights
with the community at large.

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delivered straight to your inbox.

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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







NEWS
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July 2019
Newsletter
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June 2019
Newsletter
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May 2019
Newsletter
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April 2019
Newsletter



CONTACT US
1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

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All Rights Reserved.