Schuler Wealth Planning

Columbus, Ohio

Call (614) 454-1768 Visit website →

About

Schuler Wealth Planning is a Columbus-based firm offering retirement planning, tax planning, educational funding, estate planning, and investment management services. The firm operates on a fiduciary basis and provides both ongoing wealth management and project-based planning engagements with flat-fixed or project fees. Services include portfolio construction, account consolidation, rebalancing, and coordination with clients' tax and legal advisors. The firm's approach emphasizes organization, accountability, and partnership through customized plans aligned with client goals.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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