Walden Financial

Granville, Ohio

5.0 (14 reviews)
Call (614) 517-1687 Visit website →

About

Walden Financial is a fiduciary advisory firm in Granville, Ohio, serving mid-career families with investment management, financial planning, and behavioral coaching. The firm operates on a fee-only model with no asset minimums, charging 1% AUM for investment management (discounted above $1M and $5M), planning fees starting at $1,500, and coaching at $250 per session or package rates. Services span portfolio management using ETFs and individual securities with tax-loss harvesting, comprehensive financial planning addressing taxes, insurance, education and estate matters, and coaching for budgeting and financial goal alignment. The firm's advisors hold the CLU credential and emphasize values-based planning aligned with clients' life priorities.

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

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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