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Our Story

Much like great buildings, businesses must be built on strong foundations. Since 1979, First Ohio Planning has firmly believed in the tenets of helping others with the utmost integrity and honesty and with an uncompromising dedication to do what is in our clients’ best interest. With that as our foundation, our daily goal is to help our clients through the complexities of the financial world by making the complicated less complicated and more understandable, leading to better decisions and outcomes. Distinctive needs and situations make every client unique and we pride ourselves on our flexibility and willingness to work with all individuals and businesses. We collectively share a passion to provide outstanding, ongoing advice and services custom designed to help our clients achieve their personal, professional and financial goals.

First Ohio Planning is an independently owned investment advisor registered with the U.S. Securities and Exchange Commission (SEC). This independence affords us the opportunity and mandate to work in the best interests of our clients by fully embracing the standards of fiduciary responsibility.

We are proud of our more than thirty-five year history and look forward to many more years of educating and guiding our clients toward their life goals.

Our Vision

To be recognized as the most reputable partner and resource for financial advice and counseling for businesses, executives and individuals.

Our Mission

To establish long-term consultative relationships with clients to comprehensively serve the financial needs of their businesses and families.


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