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PDS Planning, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

PDS Planning, Inc. provides planning-focused financial advisory services, emphasizing clear, transparent guidance rather than product sales. The firm uses a fixed-fee model to reflect objectivity and align its success with the value delivered, and it serves individuals and families with portfolios between $2 million and $10 million who seek planning beyond investment management. Its approach combines tax-aware, integrated planning with straightforward advice, educational explanations, and proactive support.

Based in Dublin, Ohio, the company has been operating since 1985 and positions itself as a mid-sized, collaborative team. It also engages in community initiatives through PDS Cares and has been recognized for corporate citizenship in 2020.

Find PDS Planning, Inc. employees' phone numbers or email addresses

PDS Planning, Inc. Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Europe
1

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  • Greece
    1

PDS Planning, Inc.'s Leadership

  • Stylized image of a person
    K. G.
    Principal
    Mobile Phone

PDS Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from PDS Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. G.
    Principal
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is PDS Planning, Inc. known for?

Minus sign iconPlus sign iconPDS Planning, Inc. was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-614-481-****
. Explore PDS Planning, Inc.'s company overview page for more information.

What is PDS Planning, Inc.'s most common email format?

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

How many employees does PDS Planning, Inc. have currently?

Minus sign iconPlus sign iconPDS Planning, Inc. has approximately 24 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PDS Planning, Inc.'s key employees and leadership?

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As of August 2026, PDS Planning, Inc.'s key employees include:

  • Principal: K. G.

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