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) 481-8449

Website

www.pdsplanning.com

Revenue

$5.7 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

PDS Planning Org Chart

PhoneEmail
KB
United States flag for contact location.
Kurt Brown

Chief Investment Officer

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AP
United States flag for contact location.
Andrew Potosky

Portfolio Manager

PhoneEmail
LB
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Associate Paraplanner

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RI
United States flag for contact location.

Managing Partner and Financial Planner

PhoneEmail
JW
United States flag for contact location.

Paraplanner

PhoneEmail
AA
United States flag for contact location.

Paraplanner

PhoneEmail
KE
United States flag for contact location.

Investment Advisor

PhoneEmail
TH
United States flag for contact location.

Senior Financial Advisor

PhoneEmail
JB
United States flag for contact location.

Paraplanner

PhoneEmail
JM
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Shareholder, CERTIFIED FINANCIAL PLANNER, CPA

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LL
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Certified Financial Planner

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Compare Similar Companies to PDS Planning

Compare insights from companies similar to PDS Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PDS Planning

$5.7M
11-50
Private
-
1984
KB
Kurt BrownChief Investment Officer
Allworth Partners
$8.2M
11-50
Private
-
1993
N/A
LOTO
$7.9M
11-50
Private
-
2009
RV
Robert VoldishExecutive Director
RW Wealth
<$5M
1-10
Private
-
1994
KN
Katie NortonProject Manager
S G Long Financial
<$5M
11-50
Private
-
1986
Darla Felix, Chief Financial Officer & Manager, Human Resources at S G Long Financial
Darla FelixChief Financial Officer & Manager, Human Resources
Bill Losey Retirement Sol...
<$5M
1-10
Private
-
2005
WL
William LoseyPrincipal and Managing Partner
HSC Wealth Advisors
<$5M
1-10
Private
-
1983
Joseph Eskridge, President at HSC Wealth Advisors
Joseph EskridgePresident
Illustration of an envelope

PDS Planning Tech Stack

A closer look at the technologies used by PDS Planning

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
Google Font API

By

Google
See more technologies

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Frequently Asked Questions Regarding PDS Planning

What is PDS Planning's official website?
PDS Planning's official website is www.pdsplanning.com What is PDS Planning's Revenue?
PDS Planning's revenue is $5.7 Million What is PDS Planning's SIC code?
PDS Planning's SIC: 62,628 What is PDS Planning's NAICS code?
PDS Planning's NAICS: 52,523 How many employees does PDS Planning have?
PDS Planning has 11-50 employees What industry does PDS Planning belong to?
PDS Planning is in the industry of: Finance, Securities Trading What is PDS Planning competition?
PDS Planning top competitors include: HSC Wealth Advisors, Bill Losey Retirement Solutions, S G Long Financial, LOTO What technology does PDS Planning use?
Some of the popular technologies that PDS Planning uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API How do I contact PDS Planning?
PDS Planning contact info: Phone number: (614) 481-8449 Website: www.pdsplanning.com What does PDS Planning do?

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... ividuals, 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.Read More

 What are PDS Planning social media links?
PDS Planning Linkedin page PDS Planning Facebook page Is PDS Planning a public company?
PDS Planning is private company therefore does not currently have an official ticker symbol
See more information about PDS Planning

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