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Waller Financial Planning Group, Inc. logo

Waller Financial Planning Group, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Waller Financial Planning Group, Inc. operates in the financial services sector, offering holistic financial planning and ongoing counsel aimed at helping clients pursue their desired lifestyle and legacy. The firm emphasizes unbiased advice and attentive service as core elements of its trusted-advisor relationship with clients, focusing on long-term financial independence. Based in Columbus, Ohio, the company serves individuals seeking comprehensive financial structure and guidance, tailoring support to their personal financial goals. The organization appears to maintain a relatively small to mid-size professional footprint and has engaged in activities indicating strategic partnerships and asset positions, including a recent collaboration with OVHcloud Group and the acquisition of specific investment stakes. The provided information positions the firm as a planning-focused advisor within a broader market of established financial services firms that serve individual clients and households.

Find Waller Financial Planning Group, Inc. employees' phone numbers or email addresses

Waller Financial Planning Group, Inc. Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Waller Financial Planning Group, Inc.'s Leadership

  • Stylized image of a person
    B. W.
    Manager
    Mobile Phone
  • Stylized image of a person
    M. S. P.
    Financial Services Assistant
    Mobile Phone

Waller Financial Planning Group, Inc. Employee Metrics

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

Contact profiles from Waller Financial Planning Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. W.
    Manager
    Mobile Phone
    Jun 27, 2025
  • Stylized image of a person
    M. S. P.
    Financial Services Assistant
    Mobile Phone
    Jul 07, 2024

Frequently Asked Questions

What is Waller Financial Planning Group, Inc. known for?

Minus sign iconPlus sign iconWaller Financial Planning Group, Inc. was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-614-457-****
. Explore Waller Financial Planning Group, Inc.'s company overview page for more information.

What is Waller Financial Planning Group, Inc.'s most common email format?

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

How many employees does Waller Financial Planning Group, Inc. have currently?

Minus sign iconPlus sign iconWaller Financial Planning Group, Inc. has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Waller Financial Planning Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Waller Financial Planning Group, Inc.'s key employees include:

  • Manager: B. W.
  • Financial Services Assistant: M. S. P.

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