Posted: 9/13/2024
PDS Planning Among Financial Advisor Magazine’s 2024 50 Fastest Growing RIAs
PDS Planning, a fee-only financial planning firm in Columbus, Ohio is pleased to announce it has been named 49th fastest-growing registered investment advisory firm in the United States, one of only four Ohio firms named. This ranking comes from the recent edition of Financial Advisor Magazine’s 2024 Top 50 Fastest Growing RIAs based upon the previous 12 months as reported in companies Form ADV filing.
“Being recognized by Financial Advisor Magazine as one of the 50 Fastest Growing RIA firms in the country is a testament to the high level of fiduciary care our team provides to our clients,” notes Jamie Menges, CFP®, CPA, Principal. “Our focus is on creating tax-efficient solutions to enhance our clients’ wealth, not our own.”
For nearly 40 years, client success has been the top priority of PDS. “We accomplish this by delivering comprehensive advice that puts our client’s interests ahead of our own.” Menges goes on to say, “This is exemplified by our flat, fixed dollar fees based on the work we do rather than the industry norm of charging clients based upon the amount of money they invest.”
The PDS team believes that the number of clients who refer their friends and family is a strong indicator that their clients recognize the value they provide. “We look forward to the rewarding work of helping our clients continue to reach their personal and financial goals.”
PDS Planning was also named among the Best Financial Advisory Firms in 2024 by USA Today. Of the top 500 Registered Investment Advisory firms, PDS Planning ranked 285th, making it the second highest-ranked firm in Central Ohio, and the 12th-highest in Ohio.
About Financial Advisor Magazine – RIA Survey
Financial Advisor Magazine’s 2024 registered investment adviser (RIA) survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC. The magazine’s RIA ranking orders firms from largest to smallest, based on assets under management (AUM) reported by individual firms that voluntarily complete and submit the magazine’s survey. PDS Planning did not pay a fee to participate or be included in any such ranking. To review the magazine’s entire list of firms in the survey and to learn more about the factors contributing to PDS Planning’s success, please visit the Financial Advisor website.
Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Company did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Company by any of its clients.
IMPORTANT DISCLOSURE INFORMATION: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by PDS Planning, Inc. [“PDS”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PDS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PDS is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PDS’ current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.pdsplanning.com. Please Note: PDS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PDS’ web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PDS client, please contact PDS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
