First Ohio Planning, LLC. is an independent financial services firm based in Independence, Ohio. Operating as a Registered Investment Advisor (RIA), the company is committed to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer a holistic approach to financial well-being, specializing in personalized financial planning, retirement planning, and investment management services on a fee-only basis, which avoids conflicts of interest associated with commission-based products.

Founded in

United States