Plan Well.
Live Well.
Founded by Jonathan Merckens CFP®, The Financial Planning Group is an experienced, full-service wealth management firm based in Ohio with clients throughout the US. Jonathan began building his independent financial services firm in 2000, where he has served clients faithfully over the past 20 years.
Jonathan is a CERTIFIED FINANCIAL PLANNER® Professional with degrees in Finance and International Business and holds Series 24, 7 and 63 securities registrations.
It's About YOU.
We help our clients make smart decisions about their money so that they can focus on what's truly important in their life.
What's Your Risk Tolerance?
Determining how fast you're comfortable traveling on your investment journey is our first step in helping develop an investment strategy that's personalized for YOU.
