Managing to be Wealthy Email Format

Financial ServicesOhio, United States11-50 Employees

Managing to be Wealthy is the brand name associated with a fee‑only financial planning firm operating in Columbus, Ohio. The firm focuses on comprehensive, ongoing financial planning that can cover saving and investing, retirement planning, education funding, insurance reviews, tax considerations, and estate matters, with an emphasis on long‑term client service and individualized planning. Its client base spans a range of financial situations, from those beginning to plan their finances to those with more complex planning needs, and the firm handles advisory work through an SEC‑registered entity while maintaining a commission‑free structure. Based in Columbus, the company positions itself within the financial services industry as a fiduciary, objective resource for planning rather than transactional advice. The organization was founded in 1965 and operates under the Managing to be Wealthy brand, with a focus on collaborative, holistic financial guidance for its clients.

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