Schedule a consultation with us today. Let's talk »

Client Login

  • About Us
    • Firm History
    • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Contact Us

Waller Financial Planning Group Blog

June 9 2015

Triple Crown- Celebrating Success

2015 Triple Crown- a lesson on celebrating success.

Read more »
May 20 2015

What Matters Most- The 5 Fs In Life

The 5 Fs in life- Focus on what matters most to you, so you can live a stress-free life.

Read more »
May 15 2015

5 Financial Pitfalls To Avoid

Good financial planning often means playing highly disciplined defense. Don’t become a victim of these financial pitfalls.

Read more »
May 4 2015

Does Floyd Mayweather Think Like A Financial Planner?

Playing defense is not particularly exciting, nor will it get you to retirement. The benefit of a strong defensive strategy is playing good offense when opportunities arise.

Read more »
May 1 2015

A New Generation Of Gifting Via College 529 Plan

A 529 plan is a college savings plan that allows for tax-deferred growth and tax-free distributions when used for post secondary education.

Read more »
April 23 2015

Jason Farris Earns Philanthropy Designation

Waller Financial’s advisor, Jason Farris, earns Chartered Advisor in Philanthropy designation.

Read more »
  • «
  • ← Previous
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • Next →

Looking for something?

Firm History
Our firm has evolved over time, but our culture remains the same. Our core principles are  integrity, service, trust, and dedication.

Learn more about Waller Financial »

Our Team
Our team-based approach provides advice and insight gained from decades of experience.

Meet our partners and staff »

Community
Whether it is through wealth, knowledge, or time, our staff and clients strive to embrace and enhance the lives of those around us.

See how we’re giving back »

  • Home
  • Firm History
  • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Contact Us
  • ADV Part 3

Join Our Email List
For Email Newsletters you can trust.

Client Login

Columbus, Ohio Office

941 Chatham Lane, Suite 212, Columbus, Ohio 43221

PHONE (614) 457-7026 FAX (614) 457-0911

Naples, Florida Office

801 Laurel Oak Drive, Suite 710, Naples, Florida 34108

PHONE (239) 325-8505 FAX (239) 325-8506

Twitter LinkedIn YouTube

Website Designed by BLUE LASER DIGITAL

© 2025 Waller Financial Planning Group

Waller Financial Planning Group

  • Home
  • Firm History
  • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Contact Us
  • ADV Part 3