Robert Reed

Robert Reed

CFP®, PhD

Robert is a Financial Advisor who helps clients build, manage, and preserve wealth, determine optimal asset allocation and file income taxes.

  • About Robert
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Eminence Grise at Partnership Financial LLC
Address
4400 North High Street, Suite 201
Columbus OH, 43214
Phone
(614) 328-9319
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About Robert

We specialize in holistic fee-only financial planning for middle America.

Our firm specializes in providing comprehensive financial services to middle-income clients. We help you with investments, tax preparation and planning, retirement and education planning. We aim to be there to help you whenever money matters affect your life

I have a personal passion for working with creative professionals (see my book Your Art Is Your Business) and small businesses.

Education

  • PhD, Cultural Anthropology, Indiana University

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

Business Owners
Educators
Women

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

The information presented by Partnership Financial LLC or its employees is not specific to any individual’s personal circumstances and should not be taken as a firm recommendation. The materials provided and answers given are for general educational purposes and are b...