Our Story


In 1985, a group of financial experts came together and rallied around a simple idea: To help people eliminate the stress usually associated with planning for their financial future.

We wanted to make things less complicated. More approachable. More understandable. More relevant.

We knew that if we could help people understand things better, they could make better decisions.

And if they made better decisions, they could feel more comfortable.

And if they felt more comfortable, they could move more confidently toward achieving their goals.

It’s a pretty simple idea, really. And it’s the idea that has guided us at PDS Planning, Inc. from the very beginning.

Today, PDS Planning is an independently owned, Registered Investment Advisory firm with clients in 24 states.

We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility.

As a result, we have built solid, long-lasting relationships, a number of which have lasted for multiple generations. We are consistently ranked among the top fee-only financial planning firms in central Ohio*. And we’re recognized as one of the top independent fee- only wealth management firms in the country**.

Our promise to our clients: To make the process of planning and acquiring life’s riches as rewarding as attaining them.

*Columbus Business First, April 2016

** Financial Advisor Magazine, July 2015