Qualifications:
John Davidson is a Certified Financial Planner with over 20 years of financial experience in banking, strategic planning, business financial management and personal financial planning. He holds a Bachelors degree in finance from John Carroll University, and an MBA from the University of Dayton. In addition to working with entrepreneurial business owners and other individuals to develop implement and monitor financial plans, he has served as an adjunct professor of Finance and Personal Financial Planning at Ohio Dominican University in Columbus, Ohio.
He and his wife, Anne have 3 children and reside in northwest Columbus. John stays active coaching youth football and track, playing bagpipes in the Shamrock Club Pipes & Drums, running and riding motorcycles.
He and his wife, Anne have 3 children and reside in northwest Columbus. John stays active coaching youth football and track, playing bagpipes in the Shamrock Club Pipes & Drums, running and riding motorcycles.
Our Core Values:
Responsive:
We will meet periodically throughout the year to discuss your progress, any changes, and update your plan, we are available via phone or email to address questions or concerns as they arise. Also, should you incur a significant, unexpected life event (death of a family member, loss of employment, financial windfall) we are glad to arrange special meetings to address these issues.
Client focused:
We invest a significant amount of time and effort getting to know our client’s current financial situation and their goals for the future. We build a customized profile that guides our planning process and the advice we provide to help them achieve financial independence.
Independent:
We are not affiliated with any bank, brokerage, insurance company or any other financial institution. This allows us to provide you impartial advice, customized for your specific situation.
Non-judgmental:
We believe the planner’s role is to work with the client to develop, help implement, and monitor the plan, based on their own goals and objectives. You tell us what you want to do, and we help measure the financial requirements and the impact on your overall financial plan.
We will meet periodically throughout the year to discuss your progress, any changes, and update your plan, we are available via phone or email to address questions or concerns as they arise. Also, should you incur a significant, unexpected life event (death of a family member, loss of employment, financial windfall) we are glad to arrange special meetings to address these issues.
Client focused:
We invest a significant amount of time and effort getting to know our client’s current financial situation and their goals for the future. We build a customized profile that guides our planning process and the advice we provide to help them achieve financial independence.
Independent:
We are not affiliated with any bank, brokerage, insurance company or any other financial institution. This allows us to provide you impartial advice, customized for your specific situation.
Non-judgmental:
We believe the planner’s role is to work with the client to develop, help implement, and monitor the plan, based on their own goals and objectives. You tell us what you want to do, and we help measure the financial requirements and the impact on your overall financial plan.