First Ohio Planning, LLC. Email Format

Financial ServicesOhio, United States0-1 Employees

First Ohio Planning, LLC operates as an independent investment advisory firm in the financial services sector. It is registered with the U.S. Securities and Exchange Commission and adheres to fiduciary standards designed to place clients' interests first. Founded in 1979 and based in Columbus, Ohio, the firm helps clients navigate the financial landscape by clarifying complex concepts and decisions. It emphasizes flexibility to serve both individuals and businesses, pursuing long-term, consultative relationships to address personal, professional, and financial goals.
In January 2020, Mercer Advisors acquired First Ohio Planning, marking a notable change in ownership after its long history. The client base includes businesses, executives, and individuals, with services designed to address ongoing financial needs.

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