Vawter Financial is a Fee-Only firm based out of Columbus, Ohio that specializes in retirement planning, tax planning, and individual wealth management.
There are plenty of financial advisors out there, so what sets us apart?
We pride ourselves on our extensive experience in comprehensive planning. In order for our expertise to be put to best use, we need to fully understand your financial needs and goals. These are the pillars that help you reach your goals.
The Pillars of Success
01. Your Needs Come First
Everybody has a different a financial situation. With clients spread across the country, we understand that. You need financial advice that puts your individual interests first, which is why we are dedicated to delivering a personalized plan that suits you.
As a Fee-Only advisory firm we are committed to providing objective advice. We do not receive commission for the sale of financial products - instead, we are free to work solely in our client’s best interest. The fiduciary standard. Guaranteed .
03. Retire Comfortably
By joining Vawter Financial you have committed to taking control of your finances. Therefore, it is our commitment to reward that courage by meticulously managing your portfolio to help you live just as comfortably in retirement as you do during your working years.
Gary began advising clients on financial matters in 1985 and started his own firm, Vawter Financial in 1990. After recei...
William joined Vawter Financial in 2017. Prior to joining Vawter, he spent 12 years helping high net worth individuals i...
Jackie began her position with Vawter Financial as the Client Services Coordinator in April of 2012. Since coming on sta...
Katrina began her position with Vawter Financial in the fall of 2016. She completed her Bachelors of Human Ecology in Fi...
Amy joined Vawter Financial as an Administrative Assistant in July of 2018. She supports staff members with daily admini...