CMP Financial Planning

Who We Are

“You have dreams – we help you create a clear pathway to realizing those dreams. CMP Financial Planning is a Columbus, Ohio based fee-only firm that specializes in financial planning, investment management and retirement planning to help clients build, manage, grow and protect their assets through life’s transitions.


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Who We Help

Working with busy professionals who like to delegate their financial planning to experienced professionals, we
understand that every situation is unique and seek to accommodate you and your loved ones accordingly.


Small Business Owners

We work with you, as a small business owner, through each stage of your business planning.

Dental Professionals

Independent dentists face similar challenges as other entrepreneurs as well as their own unique set.

Special Needs Families

We have the professional knowledge of the unique situations of families of children with special needs.

Retirees

Planning for, transitioning into and managing your assets through retirement all involve careful planning.

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What We Do

We provide financial planning, investment management and retirement planning
that puts you in charge of your future.


Financial Planning

Coordinating your financial life to ensure your assets work harder for you.

Investment Management

Investment management decisions based on academic research, not sales pitches.

Healthy Retirement

Planning your finances so you may enjoy a long-lasting retirement.

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Contact Us

Accomplishing your family's personal goals


Locations:


Client Meetings Office
1161 Bethel Road Suite 304
Columbus, OH 43220

E-mail:
Team@cmpfinancial.com

Phone:
(614) 487-1244
(888) 487-1099