What departments does PDS Planning, Inc. have?

PDS Planning, Inc. has employees across 1 departments including Finance.

What is the largest department at PDS Planning, Inc.?

The largest department at PDS Planning, Inc. is Finance with 3 employees.

Where are PDS Planning, Inc. employees located globally?

PDS Planning, Inc. has employees across 2 continents and 2 countries including Greece, United States Of America.

How has PDS Planning, Inc.'s team size changed over time?

PDS Planning, Inc.'s team has decreased from approximately 22 to 21 employees based on available data.

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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.

PDS Planning, Inc. Global Highlights

North America
29

United States Of America
29

Europe
1

Greece
1

PDS Planning, Inc.'s Leadership

K. G.
Principal
Mobile Phone
Email
K. E.
Investment Advisor
Mobile Phone
Email
B. H.
Financial Planner
Mobile Phone
Email
J. H.
Financial Planner
Mobile Phone
Email
A. G.
Mobile Phone
Email

PDS Planning, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other

Contact profiles from PDS Planning, Inc.

Name

Title

Contact Info

Location

Last Update

K. G.
Principal
Mobile Phone
Email
Oct 22, 2024
K. E.
Investment Advisor
Mobile Phone
Email
United StatesGeorgia
Jun 24, 2026
B. H.
Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jun 24, 2026
J. H.
Financial Planner
Mobile Phone
Email
UNITED STATES
Jun 24, 2026
A. G.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is PDS Planning, Inc. known for?

PDS Planning, Inc. was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 475 Metro Place South Suite 460 Dublin, Ohio 43017 United States; 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?

PDS 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?

PDS Planning, Inc. has approximately 24 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Principal: K. G.
Investment Advisor: K. E.
Financial Planner: B. H.
Financial Planner: J. H.
: A. G.

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PDS Planning, Inc. Employee Directory

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