Who We Are
At Alexander Financial Planning, we strive every day to help our clients realize their dreams
What Sets Us Apart
- Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate the milestone moments. We are dedicated to you.
- Built from the ground up, Alexander Financial Planning, Inc., has been in business for over 15 years.
- It is uniquely one of the few female owned financial planning firms in central Ohio.
- With investment experience going back to 1982, Teri has weathered many different investment environments and brings that knowledge to every portfolio we manage.
- We are an independent fee-only financial planning organization providing comprehensive financial planning, investment management and tax planning.
- Due to Bob's past work experience with Ohio Public Employees' Retirement System (OPERS), Teri's 10-year affiliation as the key speaker on retirement planning for OPERS programs, and working as a teacher under the State Teacher's Retirement System (STRS), we have a strong background in helping people navigate through the Ohio's state retirement systems.
- Alexander Financial Planning is a Fee-Only Registered Investment Advisory Firm under the State of Ohio.
- We are education driven, bringing a structured and disciplined approach to wealth management.
- Since we do not receive compensation from anyone but our clients, this allows us to be accountable only to our clients and to provide unbiased advise:
- This means we never accept commissions
- We are not tied to any product or service provider
- Our integrity is not compromised.