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First Ohio Planning, LLC. logo

First Ohio Planning, LLC. Employee Directory

Financial ServicesOhio, United States1 Employees

First Ohio Planning, LLC operates as an independent investment advisory firm in the financial services sector. It is registered with the U.S. Securities and Exchange Commission and adheres to fiduciary standards designed to place clients' interests first. Founded in 1979 and based in Columbus, Ohio, the firm helps clients navigate the financial landscape by clarifying complex concepts and decisions. It emphasizes flexibility to serve both individuals and businesses, pursuing long-term, consultative relationships to address personal, professional, and financial goals.
In January 2020, Mercer Advisors acquired First Ohio Planning, marking a notable change in ownership after its long history. The client base includes businesses, executives, and individuals, with services designed to address ongoing financial needs.

Find First Ohio Planning, LLC. employees' phone numbers or email addresses

First Ohio Planning, LLC. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

First Ohio Planning, LLC.'s Leadership

  • Stylized image of a person
    E. P.
    Owner
    Mobile Phone

Contact profiles from First Ohio Planning, LLC.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. P.
    Owner
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is First Ohio Planning, LLC. known for?

Minus sign iconPlus sign iconFirst Ohio Planning, LLC. was founded in 1979 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-614-486-****
. Explore First Ohio Planning, LLC.'s company overview page for more information.

What is First Ohio Planning, LLC.'s most common email format?

Minus sign iconPlus sign iconFirst Ohio Planning, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Ohio Planning, LLC. email formats with LeadIQ.

How many employees does First Ohio Planning, LLC. have currently?

Minus sign iconPlus sign iconFirst Ohio Planning, LLC. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are First Ohio Planning, LLC.'s key employees and leadership?

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As of July 2026, First Ohio Planning, LLC.'s key employees include:

  • Owner: E. P.

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