John Ohsner, CFA, CFP®

President & Portfolio Manager

John is a professional Portfolio Manager and Financial Planner. He offers clients thoughtful design and implementation of their investment programs and financial plans. John focuses his work across a full array of services in portfolio management and financial planning, emphasizing the income and estate planning potential unique to each circumstance. John coordinates his work with other tax and legal professionals to administer different programs for brokerage, retirement, estate and trust accounts.

John is a subject matter expert about Safe Havens and he contributes to the Project Dream Chaser research platform. John is a fee only fiduciary with leading tools for clients like Heximer Mobile. John promotes continuing education and offers internship opportunities with different schools. John is a member of the CFA Society of Columbus, the Columbus Estate Planning Council, and The Wellington School’s Alumni Association.

In 2012, Ohsner married Jessica and they have two sons, James and Jacob, a dog named George, and 30 year-old water turtle named Stan. Ohsner has interests in computer programming, woodworking and golf.