Partners

Waller Financial believes that an optimal financial planning process involves all of our client’s professional advisors. The Waller team works closely with each of our client’s accounting, legal, insurance, securities, and other advisors to ensure that a complete, unified financial plan is provided to the client.

Shared Values

Successful partnership rests upon a shared set of values from which both parties operate and can build trust. Waller Financial brings into each partnership a history of ethical, client-oriented business practices that generate value for each of our partners. Specifically, we offer to each of our business partners the following:

Passion for our Craft Each member of the Waller Financial team believes that our clients can achieve their lifestyle and legacy goals through effective, efficient planning. As a commitment to this belief, Waller Financial Planning Group adheres to the highest ethical and professional standards when it comes to the services provided to our clients. In addition, all of our financial planners have received the designation of Certified Financial Planner ® as a part of the firm’s commitment providing consistent, thorough financial planning expertise. Personalized Service Each client and partner at Waller Financial Planning Group is provided a team-based approach that strives to ensure only the highest quality in financial planning services. We work with each individual’s professional advisors to understand the client’s unique financial situation and to craft a partnership that will create a unified, customized plan that we hope will exceed client expectations. Partners can expect timely, accurate reports and communication on their client’s financial plan and needs. This approach allows each of our partners to act in the best interest of their client while maintaining consistent, on-time work flow. Professional Integrity We provide honest and trustworthy service to all of our clients. Unlike many financial planners who charge clients by transaction or type of service provided, Waller Financial operates on a fee-based structure to ensure straight-forward, fair pricing. The quoted fee for services is based on the needs of each client. A Certified Financial Planner® will provide your client with an accurate, honest quote during the initial meeting. Connections in the Community Waller Financial employees are active members of their respective communities. Partners of Waller Financial Planning Group are often given the opportunity engage with our employees to network with Central Ohio’s prominent business professionals. Through our 35 years of service in the community, we have fashioned strong relationships with business and civic leaders as well as strong affiliations with local esteemed academic institutions. Guidance for Philanthropic Endeavors Waller Financial Planning Group believes in the long term benefits of community philanthropy, and encourages clients to become involved. To date, clients have pledged more than $55 million dollars in community support. Partners of Waller Financial many times are active participants in organizing and coordinating the philanthropic activities of clients to leave a lasting legacy in the community.

To learn more about the benefits of a partnership with Waller Financial call 614-457-7026 to speak with a Certified Financial Planner®.