Shawn Phelps

Shawn W Phelps

Wealth Management Advisor

  • MBA
FINRA BrokerCheck
  • CA License: #0K64764

7700 Rivers Edge Dr, Ste 200
Columbus, OH 43235
614-881-1547 Visit my website

About my practice

We help affluent families, decision makers, business owners, and retirees by providing a personalized approach and comprehensive strategy to financial planning. Through clear communication, professional service and financial education, we take time to build unique relationships and meet our clients' needs while assisting in securing confidence in their future.

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