Who are our clients?

Financial advisor for millennials in 43085, 43229, 43202, 43214

Families

Planning for a family or handling young kids can be stressful. With everything going on, financial planning often gets neglected. We understand the challenges you face and we’re here to help make things easier. Our friendly financial planning services aim to remove the stress of managing your family's money, letting you focus on making happy memories with your children.

Financial planner for millennials in Clintonville | Columbus, OH

Professionals

For young professionals starting out, we’ll guide you in establishing a solid financial foundation and smart investment habits to grow your wealth over time. If you’re an experienced professional, we’ll help you optimize your assets and create a strategic plan that aligns with your long-term ambitions.

An elderly man kissing an elderly woman on the cheek on the beach.

Retirees

We can explore your finances, goals, and what retirement means for you. We understand that retirement is not just about leaving a job; it’s about finding the freedom to enjoy life on your terms. We can help you explore your finances to ensure you're prepared for this new chapter. Together, we’ll clarify what retirement means specifically for you.

At Organic Wealth, we support all life stages. Providing clear, empowering financial planning advice.

Let’s work together!

Schedule Here

Financial planning service options to meet your needs.

A black and white diagram illustrating a mathematical or scientific concept with labeled parts and a curved line.

From experience I understand that quality, unbiased advice can be hard to find. This is why I created Organic Wealth, to offer caring advice to clients no matter what stage of life.

Emily - Owner/Financial Advisor

A metal suspension bridge with railings, extending into a dense green forest.

Our Services

  • Onboarding includes goal setting, data gathering, documents & cash flow review, recommendations & implementation assistance. In addition, we will discuss your risk tolerance, portfolio construction & plan alignment. Ongoing services include investment management, financial plan updates, phone & email support with two annual meetings so we can discuss your life updates! We will also communicate with outside third parties such as insurance agents, accountants & estate planning attorneys to coordinate all your needs.

  • Limited scope planning focused on 1-2 topics that will enhance your financial wellbeing. Excludes investment management services.

  • For young professionals just getting started that need advice and guidance with an approachable fee. Investment management services may be included or excluded depending on need.

Contact

Service Areas

  • Silhouette of a woman with curly hair raising her fist against a sunset sky with a gradient of warm colors.

    Goals

    -Discuss values & goals

    -Confirm priorities & identify obstacles

    -Explore possibilities

  • A person holding a $100 bill in front of a blurred outdoor background.

    Cash Flow

    -Review income & expenses

    -Optimize banking structure

    -Establish cash reserves & liquidity

  • A glass container filled with various coins with a small green plant sprouting from the coins.

    Investments

    -Discuss risk tolerance

    -Portfolio construction

    -Charitable giving optimization

  • A person wearing a gray sweater writing on paper with a blue pen, with a mug and a notebook on a wooden table in the background.

    Tax Planning

    -Tax return reviews

    -Tax optimization strategies

    -Recommend & collaborate with accountant

  • A smiling man in a gray sweater leaning out of the driver's side window of a white van parked by a park with tall trees in the background.

    Insurance Review

    -Life, disability & long term care analysis

    -Auto & home insurance review

    -Insurance agent referrals

  • A family of six walking on a wooden bridge in a natural outdoor setting with trees and sky in the background

    Estate Planning

    - Review current documents or educate on documents needed

    - Discuss document provisions

    - Estate planning attorney referrals

  • A person assembling a puzzle with one red puzzle piece among white pieces, on a dark surface.

    Retirement Strategy

    -Tax diversification

    -Withdrawal strategy

    -Social Security timing

  • Miniature model house with red and white walls and a gray roof, placed on a wooden surface, along with a key and keychain in the foreground.

    Debt Management

    -Loan pay off strategy

    -Mortgage tradeoffs

    -Consumer debt

  • A fork in the dirt trail within a lush green forest.

    Employer Benefits

    -Employee benefit optimization

    -Open enrollment guidance

    -Education of benefits offered

  • Open laptop with various travel and adventure stickers next to a notebook with handwritten notes on courses and zones of comfort, growth, and pain, and a blue backpack on a wooden floor.

    College Planning

    -Investing opportunities

    -Savings rate projections

    -Tax advantages

Build Wealth By Planning Ahead

Get started