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Ryan Weiser, CFP®, CDFA®

Financial Planning, Tax, & Investment Management - CFP® | Fee-Only | Fiduciary

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Weiser Financial Planning Ryan Weiser, CFP®, CDFA®
Lewis Center, OH

Serving Clients Nationwide

Financial Planning, Tax, & Investment Management - CFP® | Fee-Only | Fiduciary

(614) 450-2929

Website

Areas of Focus

  • Business Owners
  • Divorce Financial Planning
  • Education Funding
  • Estate Planning
  • Financial Planning
  • Giving
  • Investment Management
  • Medicare / IRMAA Planning
  • Retirement Income Planning
  • Tax-Efficient Planning

About Ryan Weiser, CFP®, CDFA®

Hi, I'm Ryan Weiser, President and Chief Compliance Officer at Weiser Financial Planning.

I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them.

I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.

One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest.

I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan and Reagan. We are very active in the local community and can usually be found at the activity of the day whether its the kid’s soccer or volleyball games. I enjoy traveling, mountain biking, playing hockey, pickleball, and golf.

I am originally from upstate New York where we often make quick road-trips back to visit with family and friends. I am a graduate of the State University of New York at Brockport and earned a Bachelor of Science in Mathematics.

I have continued my education and passion for financial services by continually growing to be a better advisor and find new ways to improve my clients' lives. In doing so I have earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations through The American College. Additionally, I’m a CERTIFIED FINANCIAL PLANNER™ professional through the CFP® Board and a Certified Divorce Financial Analyst (CDFA®) practitioner that is awarded through the Institute for Divorce Financial Analysts.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Advisor for Senior Living (CASL)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

7320 Walker Wood Blvd, Lewis Center, OH 43035

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

During our initial conversation the agenda is yours to ask any questions you have. We will then discuss the scope of our agreement and the details of how we will work together moving forward if there is a mutually good fit. Please read the FAQ Page before scheduling and I look forward to speaking with you.

Offers Investment Management

Yes

About Weiser Financial Planning

Weiser Financial Planning is an independent, fee-only, registered investment adviser based in Lewis Center, Ohio, serving clients in the Columbus and Central Ohio area as well as nationwide through online virtual meetings.

Our Mission

We help people connect their money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential.

Who We Serve

Our services are most cost-effective for households with $500,000 or more of investable assets who are seeking a long-term, ongoing advisory relationship that includes financial planning, investment management, and tax planning.

We work with busy professionals and families, including those in or near retirement, and we also offer specialized divorce financial planning for clients navigating the financial aspects of a divorce.

Our Services

We offer ongoing financial planning services, tax planning, and investment management services carefully tailored to suit the needs of busy professionals and families. Our goal is to reduce the stress and confusion out of your financial life, so you can focus on enjoying more of the things that you love to do.

Why Work With Us

As an independent RIA, we are not handcuffed by proprietary products, sales incentives, or conflicts of interest intended to maximize company returns at the expense of our clients. We are members of NAPFA and the XY Planning Network, each of which requires an additional fiduciary oath as part of their commitment to client-focused financial planning.

Education

State University of New York at Brockport, Bachelor of Science, Mathematics

Hobbies and Interests

  • Church
  • Cycling
  • Dogs
  • Eating Out
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hiking
  • Hockey
  • Outdoor Activities
  • Pickleball
  • Reading
  • Relaxing
  • Soccer
  • Sports
  • Traveling
  • Volleyball
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • High Net Worth
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Mid-Career Professionals
  • Pre-Retirees
  • Professional Athletes
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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