PDS Planning
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
475 Metro Pl S Ste 460, Dublin, Ohio, 43...Phone Number
(614) 481-8449Website
www.pdsplanning.comRevenue
$5.7 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About PDS Planning
PDS Planning is a financial planning services firm based in Columbus, Ohio, specializing in retirement planning, fiduciary accounting, and investment advising. They operate on a flat fee model, providing straightforward financial planning aimed at enhancing clients' wealth while minimizing costs. Their services cater primarily to high net worth individuals, particularly those within 15 years of retirement, seeking tailored investment management and proactive communication. PDS Planning emphasizes a fiduciary approach, focusing on tax strategies, estate planning, and charitable giving to help clients achieve their financial goals.Explore more
PDS Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
PDS Planning
$5.7M
11-50
Private
-
1984
KB
Kurt BrownShareholder, Chief Investment Officer, Chief Compliance Officer
Company Profile Activity
Activity Insights
PDS Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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PDS Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PDS Planning.
PDS Planning Tech Stack
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PDS Planning is a financial planning services firm based in Columbus, Ohio, specializing in retirement planning, fiduciary accounting, and investment advising. They operate on a flat fee model, providing straightforward financial planning aimed at enhancing clients' wealth while minimizing costs. Their services cater primarily to high net worth ind... Read More
