Independent, Local Financial Firm Bases Business on Community Giving
Larry Waller founded Waller Financial Planning Group 41 years ago; today the firm and its clients have $60 million designated to Central Ohio and Ohio causes

COLUMBUS, OH, May 26, 2010: Current Grove City resident Larry Waller founded Waller Financial Planning Group 41 years ago on three principals:

• To be trustworthy advocates of their client’s financial futures.
• To be philanthropic community citizens.
• To remain an independent firm that could provide the best counsel to its clients.

Today, the firm’s clients have designated over $60 million to Central Ohio organizations, including Columbus Museum of Art, A Kid Again, The Furniture Bank of Central Ohio, Ohio Historical Society, The Ohio State University, Ohio Health Foundation, Pilot Dogs (for the blind) and dozens more.

“Larry and his wife, Linda, were raised in Central Ohio and their commitments to this community run deep,” shared Charles A. Kerwood III, CFP®, ChFC, President of Waller Financial Planning Group. “On a personal level they have a shared passion for giving back, whether its knitting afghans for babies, helping house the homeless or their own financial legacy planning to the United Methodist Church, an athletic scholarship to The Ohio State University or an endowment to benefit The James Cancer Research Institute.”


About Waller Financial Planning Group
Founded over 41 years ago by Larry Waller, Waller Financial Planning Group is an established financial planning firm built on the principle that financial planners first and foremost were trustworthy advocates of each of their client’s financial futures. Waller Financial Planning Group has continued its successful growth on this principle: combining effective planning with long-term investment strategies. The practice embraces a commitment to community philanthropy, with its clients designating over $60 million to community causes. Waller Financial Planning Group provides advisory services to clients throughout Ohio and Florida, employing a team of financial specialists who are dedicated to each client’s financial success.