Alexander Financial Planning - Crunchbase Company Profile & Funding

Overview

Alexander Financial Planning

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About Alexander Financial Planning

CB Rank

2499568

Alexander Financial Planning Inc. offers fee-only financial planning, wealth management, and investment advisory services.

Founded

obfuscation

Private

Columbus, Ohio, United States

1-10

www.alexanderfinancialplanning.com

Advice

Financial Services

Wealth Management

Key People

Teri Alexander: Founder and Principal

Details

Legal Name

Alexander Financial Planning Inc.

Also Known As

AFP

Operating Status

Active

Company Type

For Profit

Founders

Teri Alexander

About the Company

Alexander Financial Planning Inc. operates as an independent, fee-only financial life planning and wealth management investment advisory firm. It specializes in providing comprehensive financial planning services, including wealth management, tax planning, and investment advisory services. The firm is dedicated to offering personalized financial

advice and strategies to help clients achieve their financial goals. With a team of certified professionals, including Certified Financial Planners (CFP), the company focuses on creating tailored financial plans that address the unique needs of each client. Alexander Financial Planning Inc. emphasizes a client-centric approach, ensuring that financial advice is aligned with the client's life goals and financial objectives.