Waller Financial Planning opens Florida office in Naples

Waller Financial Planning Group has followed the money – to Florida.

After operating in Columbus for more than 40 years, the financial planning business has opened a second office in Naples, Fla., a popular destination for aging Ohioans looking to move to warmer climes.

The firm saw a growing number of clients wind up along the southwest Gulf Coast region of Florida, and opened an office there to keep up with the needs of those snowbirds, it said in a release.

"Our Naples office will allow us to build more long-lasting relationships with clients – especially those who travel south during winter months," said Waller President Charles Kerwood, who moved to Florida to run the office.

Waller Financial was founded by CEO Larry Waller and offers portfolio management and consulting related to financial, tax and estate planning.