Schuler Wealth Planning is a financial planning firm based in Powell, Ohio, serving clients in Columbus and beyond. The firm focuses on helping pre-retirees and retirees build and preserve wealth for a comfortable retirement, while also working with DIY investors, small business owners, and government employees. Clients can choose ongoing wealth planning or project-based guidance for a one-time fee, with transparent fixed-fee pricing and the option to retain control of their investments.

Its services include retirement, tax, investment, education funding, estate and inheritance, cash flow, insurance and risk, and Social Security and pension planning. Investment management can cover account setup or consolidation, portfolio construction, contributions and distributions, rebalancing, and ongoing monitoring. Retirement planning addresses decisions such as healthcare, Social Security, and investment distributions. The team also coordinates with clients’ CPAs and estate planning attorneys on relevant strategies; it does not draft estate documents.

Schuler Wealth Planning describes its approach as personalized, objective, proactive, and collaborative, with an emphasis on organizing clients’ financial lives and aligning plans and investments with their goals and values.