Maddi Napier founded Minerva Wealth Planning, LLC. because she is passionate about building a vision with her clients and coaching them to make it come alive. As a woman financial planner, she believes financial planning should be accessible to people and businesses it hasn’t been available to, traditionally. She is proud to offer the services of a fee-only financial planner to the Columbus, OH area, while also serving clients located in Denver, CO, Chicago, IL, Atlanta, New York and Los Angeles.
Maddi earned a Bachelor of Arts from The Ohio State University and a Master of Business Administration from Capital University. A CERTIFIED FINANCIAL PLANNER®, she passed the Series 65 exam and has been working in the financial services industry for 10 years.
She earned the Qualified 401(k) Administrator (QKA) designation as well as her Fellow, Secure Retirement Institute (FSRI) designation. She is a member of the Financial Planning Association, the American Society of Pension Professionals and belongs to the Matriots PAC. Are you in need of a virtual financial planner in the Columbus, OH area? Get in touch with Maddi today.
Sydney Harris serves as Minerva Wealth Planning's Financial Planning Administrator. Originally from Newport News, Virginia, she attended The Ohio State University, receiving her Bachelor of Science degree in Consumer and Family Financial Services. Sydney is currently working toward obtaining her CFP designation. She hopes to use her education to inspire and enable others to pursue their own passions.