Categories
Financial Services
Hours:
M-F 9AM - 5PM
About Us
Local Financial Planning firm located in Columbus. Relocating our office to New Albany October 2023!
Areas of focus
Retirement Planning Strategies
Employee Stock Options
Executive Compensation and Benefit Strategies
Investment Management
Charitable Giving
Small Business
Business Retirement Plans
Tax Planning Strategies
Events
Traction Wealth Advisors - Protecting Your Financial Information in a Digital World
- Cyber Security and Identity Theft - Learn how to protect yourself.
- Thursday Feb 12, 2026
Rep/Contact Info
View Personal Bio
Jason Buehner
Owner
- Phone: (614) 591-5740
- Fax: (614) 245-4222
- Send an Email
- 7400 West Campus Rd, Ste. 210 New Albany OH 43054
