Partnership Financial

Partnership Financial is a fee-only financial planning firm based in Columbus, with a second office in Orlando, Florida. Clients pay one flat annual fee for planning that covers taxes, retirement, investments, estate plans, insurance and employee benefits. The firm earns no commissions and does not sell insurance or investment products.

Its clients range from young professionals to retirees, and some own small businesses, farms or rental properties, while others are longtime salaried employees. The planners advise on every account a client holds, wherever it is kept, so nothing has to be moved, and there is no investment minimum. Two of the advisers are CFP professionals and enrolled agents, and the firm handles tax preparation as well as tax planning. Founded in 1996, it also offers a one-time, two-hour planning session on a limited basis.