Helping Others Accumulate, Manage and Enjoy Wealth
Southward Financial Services, LLC provides financial planning, investment management and tax preparation services to middle-income and clergy clients in the central Ohio area. We have served families and individuals for the last nineteen years and look forward to helping you meet your financial goals and dreams.
We believe that everyone deserves the peace of mind that comes from knowing their financial life is on track and that you can accomplish what is important to you. Consequently, we do not require a minimum portfolio or income level to work with a client.
We are different from other firms you may have worked with in the past. We are:
- A fiduciary. You will receive the highest standard of care and your interests are always placed ahead of ours. By law and by choice, we place your interests first.
- Fee-only. Our only compensation comes from the fees that you pay – there are no commissions or hidden charges. We are advisors, not salesmen.
- Goal-driven. Your goals and dreams drive our process in working with you.
- Teachers. We work with you so that you always understand what is recommended and are comfortable with the plans.
We encourage you to explore our site and see how we can help make a difference for you in your financial life. Please contact us to start our work together.