FPL Financial Strategies, LLC

 


Rodney M Friedman – managing partner
Mark A Phillips – managing partner
Michael W Leonard – managing partner
David D Alspach – partner, financial advisor
Robert Kauffman – financial advisor
Don Swearingen – registered sales associate
Mindy Seymour – operations manager
Debra Hirsch – client service associate
 
 
We are FPL Financial Strategies, LLC an independent financial services office located in Easton Town Center which offers investment products and services through Wells Fargo Advisors Financial Network. We were founded in March of 2007 by the three partners, Friedman, Phillips and Leonard whose initials form our name. The company is the culmination of their dream to open their own financial advisory services practice. The dream began when Rod and Mike began to work together in 1985 and they may very well have one of the longest lasting partnerships within the Columbus financial advisory community. They developed a practice, philosophy and mission to which all members of the practice remain committed: Always put the client’s needs first.
 
We believe:
>        Our clients interest are above our own interest
>        Each individual should be treated with the utmost respect from each member of FPL Financial Strategies LLC
>        All information from our clients will be kept in complete confidence
>        Our clients should have and maintain easy access to a qualified financial advisor
>        To serve our clients on an ongoing basis each of our financial professionals should continue to grow through ongoing training and development to make them better at their job of serving our clients
>        Each client should have regular portfolio reviews with their financial advisor to review their accounts and any changes that may impact their financial or investment needs
>        To adequately serve our clients, we need to have Full Financial Disclosure of their current financial position and goals for the future
>        The best client is an educated client, therefore, we will continue to offer our clients continuing education opportunities to make them better consumers of financial services
>        To build long-term relationship with our clients there should be full transparency of fees that are charged, portfolio performance and individual account returns
 
We give our clients a local company's personal touch while offering the resources of a large national financial firm - Wells Fargo Advisors. Our Columbus Ohio based practice, FPL Financial Strategies, allows us to give the personal attention and trust that our clients and prospective clients desire plus we have the significant resources of Wells Fargo Advisors to offer investment products and services.
 
With a combined 90 years of investment experience, we are experienced in working with individuals, executives and business owners helping them preserve and grow their wealth.
 
We provide this web site to give you ready access to your accounts and financial information that you may wish to access at any time but we are committed to personal service and encourage you to contact us by phone or email to address your individual needs. We look forward to hearing from you soon.
 
Please click on our email links or give us a call for a personal no obligation initial consultation. Thank you for considering our services.

 
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