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.

Education planning is about more than just setting aside money; it’s about ensuring your family’s future fits into your ...
05/29/2026

Education planning is about more than just setting aside money; it’s about ensuring your family’s future fits into your broader financial picture.

While today is College Savings Plan Day, it serves as a good reminder to look at the big picture rather than just the account balance.

If you’d like to revisit your approach or explore next steps, we’re here to help:

In our first meeting together, know that we are interested in meeting YOU... not your bank statement.

Financial planning is about more than numbers—it’s about understanding what matters most to you and building a plan that...
05/22/2026

Financial planning is about more than numbers—it’s about understanding what matters most to you and building a plan that supports it over time.

By bringing together both the human and technical sides of financial planning, we create an approach that reflects your values, priorities, and goals.

We are here to help you navigate through the difficult times and to celebrate life’s milestone moments.

Great financial planning starts with a team that takes the time to get to know you.At Alexander Financial Planning, we w...
05/18/2026

Great financial planning starts with a team that takes the time to get to know you.

At Alexander Financial Planning, we work together to help clients feel supported, informed, and confident about what comes next.

As life evolves, so do your financial priorities. What worked a decade ago may not reflect where you are today, or where...
05/14/2026

As life evolves, so do your financial priorities. What worked a decade ago may not reflect where you are today, or where you want to go next.

During Older Americans Month, it’s a good reminder to pause and consider how your plan supports the years ahead. A thoughtful strategy can bring clarity, confidence, and peace of mind.

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

Clarity creates confidence.If your finances feel scattered, it might be time to simplify.Check out these tips 👇
04/21/2026

Clarity creates confidence.
If your finances feel scattered, it might be time to simplify.
Check out these tips 👇

There’s a Swedish concept called döstädning—death cleaning. It sounds morbid until you understand what it means: the practice of decluttering

How protected is your financial life?Many people assume their savings and investments are fully protected. In reality, t...
03/17/2026

How protected is your financial life?

Many people assume their savings and investments are fully protected. In reality, there are gaps that many people do not realize until it is too late.

In this blog, we walk through what financial protection really means and how proper planning can help protect what you have built.

There’s something about March that feels transitional. We’re not quite in winter, not quite in spring. The clocks spring forward,

It’s been an exciting month for us at Alexander Financial Planning.Our February newsletter is now live, and we invite yo...
02/20/2026

It’s been an exciting month for us at Alexander Financial Planning.

Our February newsletter is now live, and we invite you to take a look and explore our newly launched website.

We’re grateful for the continued trust and support from our clients and community.

Our newsletter shares the latest news from AFP, along with timely finance-related tips and insights.

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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