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Pomeroy Financial Planning
Pomeroy Financial Planning is a fee-only financial advisor that helps clients define the best life possible. The firm brings order to financial matters,...
Overview
Pomeroy Financial Planning is a fee-only financial advisor that helps clients define the best life possible. The firm brings order to financial matters, imparts understanding and insight so decisions are rooted in logic rather than emotion, and helps clients navigate life’s key transitions. It acts as a fiduciary with fee-only compensation, remains independent, and stays at the leading edge of technology, work processes and financial strategies.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
City
Cincinnati
Principals
Susan E. Pack CPA/PFS
CFP®
Sector focus
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