Alexander Financial Planning

Alexander Financial Planning We are an Independent, Fee-Only Financial Life Planning & Wealth Management Investment Advisory Firm We work with you. We work for you. (AFP).

Established in 1997, Alexander Financial Planning is one of the few female owned Registered Investment Advisory firms in Ohio. We are an independent, fee-only financial planning organization whose mission is to provide personal, caring, and knowledgeable advice. Our primary commitment is to your long-term financial success. Understanding the technical side of financial planning is key, however, we

also know that the personal side of money is just as important. We have incorporated this aspect of financial planning into our practice as we are certain our clients will eventually go through some transition in life that will give them pause. We have developed the tools to help our clients through these life changing events. Providing peace of mind and eliminating stress for our clients is one of our greatest rewards. Simplifying your financial life through setting priorities, quantifying goals, educating, and weighing pros & cons, we help you arrive at prudent financial decisions. We have found our clients value a long-term trustworthy relationship in helping them navigate personal financial decisions. We're proud of the enduring relationships that we have built over the years, many of them spanning several generations. We look forward to welcoming you to the Alexander Financial Planning family. Disclosure: The primary purpose of this page is to circulate news updates from Alexander Financial Planning, Inc. Liking this page or its contents should not be viewed as a positive reflection, recommendation or as a testimonial for AFP, its employees, or its services. It is prohibited under federal and state securities law for visitors to this page to post positive reviews or testimonials as this may not reflect all clients experience with the advisor or services of AFP. Nothing contained in this page should be construed as investment or financial advice in any way and the appropriate professional advisors should be consulted before implementing any ideas presented.

The halfway point of the year is a great opportunity to pause and reflect on your financial plan. Have your goals change...
07/08/2026

The halfway point of the year is a great opportunity to pause and reflect on your financial plan.

Have your goals changed? Are your spending habits still aligned with your priorities? Is there anything you'd like to accomplish before the end of the year?

Financial planning is an ongoing process, and a mid-year check-in can be a valuable time to make sure your plan still reflects where you are today.

When the World Cup rolls around, the real competition starts right here in the office 🏆 Brackets are filled, bragging ri...
07/02/2026

When the World Cup rolls around, the real competition starts right here in the office 🏆 Brackets are filled, bragging rights are on the line. How are your brackets doing? Who's your pick to win?

As life evolves, it's natural for financial priorities to evolve as well. National Insurance Awareness Day is a great re...
06/28/2026

As life evolves, it's natural for financial priorities to evolve as well.

National Insurance Awareness Day is a great reminder that insurance needs can change too.

Taking time to revisit your coverage can help ensure it continues to support your goals, responsibilities, and broader financial picture.

In recognition of International Widows Day, Alexander Financial Planning is aware of the tremendous toll this has on the...
06/23/2026

In recognition of International Widows Day, Alexander Financial Planning is aware of the tremendous toll this has on the surviving partner. This day provides a moment to reflect on what a widow needs most from a financial advisor: being present, empathic listening, and time to process. It's not solutions, charts and numbers. Hearing their story and providing support as they process this transition is a great place to start.

Kathleen M. Rehl, Ph.D., CFP® touches on this beautifully in her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows.

Many retirement conversations begin with numbers. Savings goals, income needs, taxes, and Social Security decisions all ...
06/22/2026

Many retirement conversations begin with numbers. Savings goals, income needs, taxes, and Social Security decisions all play an important role.

For many men, retirement also brings changes to their routines, identity, or purpose that can be difficult to navigate. The transition away from a long career is not always as simple as people expect, even when they feel financially prepared.

Read more:

Many men prepare for retirement but underestimate the emotional transition. Learn how purpose, identity, and Michael Kay's Chapter X framework can help.

We're proud to sponsor the Music on the Lawn in Grandview Heights tonight featuring EMILĂŤ. Wishing everyone a wonderful ...
06/16/2026

We're proud to sponsor the Music on the Lawn in Grandview Heights tonight featuring EMILĂŤ.

Wishing everyone a wonderful evening of music and community!

Enjoy live music, food trucks, the GHPL PopUp Library, the GHPL Foundation’s Novel Treats cart, and summer fun with family & friends on the Grandview Heights Public Library lawn!

Financial planning is not static. As life changes, your goals, priorities, and needs change too. That’s why planning is ...
06/11/2026

Financial planning is not static. As life changes, your goals, priorities, and needs change too.

That’s why planning is about more than reaching milestones. It's about making sure your financial decisions continue to support what matters most to you.

A thoughtful plan can help bring clarity, confidence, and peace of mind through each stage of life.

We're excited to introduce the newest member of our team, Mary Thomas!Mary joins us after spending nearly 12 years with ...
06/08/2026

We're excited to introduce the newest member of our team, Mary Thomas!

Mary joins us after spending nearly 12 years with the Columbus Metropolitan Library, where she developed a passion for connecting with people and helping them find solutions. Her positive energy and commitment to serving others makes her a fantastic addition to our office.

As our Client Service Representative, Mary will often be the first point of contact for our clients, helping create a welcoming and positive experience from the very first conversation.

We're so happy to have Mary on board. Welcome to the team! 🎉

Homeownership Month is a good reminder to take a step back and consider how your home fits into your broader financial p...
06/03/2026

Homeownership Month is a good reminder to take a step back and consider how your home fits into your broader financial picture.

Whether you're building equity, planning for retirement, or thinking about the years ahead, a thoughtful strategy can help ensure your financial decisions continue to support your goals.

We're here to help you navigate what's next.

Let's connect: https://tinyurl.com/yr3hdvz3

Making a difference, one food box at a time.Last week, the AFP team volunteered with Inprem Holistic Community Resource ...
06/02/2026

Making a difference, one food box at a time.

Last week, the AFP team volunteered with Inprem Holistic Community Resource Center, the largest independent food pantry in Central Ohio, with support from the Mid-Ohio Food Collective.

Our team spent the morning sorting food, packing boxes, and helping distribute groceries to more than 180 families in under three hours.

Through partnerships like this, Inprem has helped provide emergency food and resources to more than 565,000 Central Ohioans and distributed over 51 million meals to families throughout the region.

We're grateful for the opportunity to give back and support organizations making a real difference in our community.

Learn more or support their mission: https://inprem.org/who-we-are/

Address

3600 Olentangy River Road, Suite C2
Columbus, OH
43214

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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