Investment advisory services are offered through Minerva Wealth Planning, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training.  Investment adviser representatives receive fees in exchange for soliciting investment advisory services provided by Minerva Wealth Planning, LLC. Additional information regarding the specific investment advisory services and products offered by Minerva Wealth Planning, LLC. can be found within Minerva Wealth Planning, LLC.’s Form ADV Part 2A Brochure (“the Brochure”) available on Minerva Wealth Planning’s website, www.minervawealthplanning.com.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

ARE YOU EDUCATED ON YOUR

 

FINANCIAL SITUATION?

TRUST

 

Earning your trust is our top priority. We want to get to know you and ensure it's a good fit for both of us. That’s why we don’t rush the relationship in our on-boarding process.

 

TRANSPARENCY

 

You’ll know what you’re getting with us, period. Whether it be our process or our simple fee structure; we won’t surprise you.

 

FEE-ONLY

 

One of our fundamental beliefs is that fee-only, transparent, and simple pricing are crucial to serving our clients’ best interest. We make it easy to understand and you know what you’re paying us to serve you.

EDUCATION

 

We want you to feel empowered as we walk through our education-focused approach together. We also offer free education through our Wine & Wealth events, our blog, and our weekly videos!

 

 

WHAT WE DO

Minerva Wealth Planning serves individuals, families, and small businesses by taking a hands-on approach to engage, educate and execute on their financial goals and objectives. We help with any and every financial decision that crosses your path and help build your vision for life.

a_edited.jpg

Blog Post: Next Level Adulting

b_edited.jpg

Blog Post: What's the Deal with Annuities?

Cbus.jpg

Blog Post: Adventures in Columbus for $5 or Less

614.266.9809

Client Login

Wine & Wealth

Blog

Terms of Use