Shawn Phelps

Shawn W Phelps

Wealth Management Advisor

  • MBA
  • CA License: #0K64764

7700 Rivers Edge Drive, Suite 200,
Columbus, OH 43235

614-881-1547Visit my website
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About my practice

We help affluent families, decision makers, business owners, and retirees by delivering a holistic understanding of your unique financial situation and creating a comprehensive plan to help you reach goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs for future confidence.

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