• Pomeroy Financial Planning

    • Investments/Financial Planning
    2114 Madison Rd #200
    Cincinnati, OH 45208
    (513) 802-8898
    Hours:
    By appointment

    About Us

    Independent | Fee-Only | Fiduciary

    Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many read more
    • About

      Independent | Fee-Only | Fiduciary

      Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.

      Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.

      For more information, please visit us at https://PlanPersistProsper.com/

    • Highlights

      • CPA, PFS, CFP®
      • Fee-Only (no product sales)
      • We help our clients plan and persist so that they can prosper
      • Expert guidance since 1996
    • Whom to Contact

      • Susan Pack
        Managing Principal
        2114 Madison Rd #200
        Cincinnati, OH 45208
        Phone: (513) 802-8898
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