# Pomeroy Financial Planning

Pomeroy Financial Planning is a RIA based in Cincinnati.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cincinnati
- **Region:** North America
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** planpersistprosper.com
- **LinkedIn:** https://www.linkedin.com/company/susan-pack-cpa-pfs-cfp%c2%ae-cka%c2%ae-5aa23810

## Regulatory record

- **CRD number:** 120409
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120409

## About

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.

## Sectors

- Financial Services

## People

- Susan E. Pack CPA/PFS — CFP®

## Related profiles

- [Sunrise Wealth Management LLC](https://altss.com/profile/sunrise-wealth-management-llc)
- [Rimrock Capital Management](https://altss.com/profile/rimrock-capital-management-llc)

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Last updated: 2026-08-11T15:07:49.000Z

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