Hurlow Wealth Management Group

At Hurlow Wealth Management, we are a team of highly educated and credentialed professionals dedicated to creating a unique and comprehensive financial planning process for our clients. Since our inception in 2002, we have worked tirelessly to differentiate our firm from others in the industry. We have developed a process called the Coordinated Financial Overview or CFO Process, which is designed to educate and empower our clients to feel comfortable spending, saving, giving, and living the life they want to live.

Our team consists of experienced professionals who are passionate about helping our clients achieve their financial goals. We believe that everyone deserves to feel confident about their financial situation and to have a clear understanding of their financial life. Our CFO Process is designed to provide our clients with the clarity, confidence, and comfort they need to make informed financial decisions.

Our Services

We offer a variety of services to our clients, including comprehensive financial planning, investment management, retirement planning, estate planning, and more. Our goal is to provide our clients with a comprehensive financial plan that addresses all aspects of their financial life. We believe that financial planning should be a proactive and ongoing process, and we work closely with our clients to ensure that their plans are regularly updated and adjusted as their needs change.

Our CFO Process is designed to be a collaborative and educational experience for our clients. We believe that our clients should be actively involved in the planning process and should have a clear understanding of their financial situation and goals. Through regular meetings and ongoing communication, we work with our clients to create a personalized financial plan that meets their unique needs and goals.

Our Team

Our team of professionals is dedicated to providing exceptional service to our clients. We have a diverse range of credentials and experience, including Certified Financial Planners (CFP), Certified Private Wealth Advisors (CPWA), Certified Investment Management Analysts (CIMA), Certified Professional Financial Planners (CPFA), Chartered Retirement Plans Specialists (CRPS), Certified Kingdom Advisor (CKA), Accredited Asset Management Specialist (AAMS), Retirement Income Certified Professional (RICP), and more. We are committed to ongoing education and professional development to ensure that we are always up-to-date on the latest trends and best practices in the financial industry.

Why Choose Us?

At Hurlow Wealth Management, we are committed to providing our clients with a unique and comprehensive financial planning experience. We believe that our CFO Process sets us apart from other financial planning firms and provides our clients with the clarity, confidence, and comfort they need to achieve their financial goals. We are proud to be a NAPFA (National Association of Personal Financial Advisors) affiliated fee-only (NO COMMISSION) firm, and we are dedicated to providing our clients with objective and unbiased advice.

If you are looking for a financial planning firm that is dedicated to providing exceptional service and personalized attention, look no further than Hurlow Wealth Management. Contact us today to schedule an introductory call and learn more about how our CFO Process can help you achieve your financial goals.