About My Practice
Vawter Financial, Ltd. is a comprehensive wealth management firm. Our philosophy is to provide our clients with both personal and professional service. We advise clients on all matters affecting their wealth including investment advisory services, estate planning, tax review & planning, accumulation and cash flow projections for education and retirement planning. We also review their debt structure and current insurance/risk management strategies in place.
We assist our clients in setting financial goals, monitoring their progress, and keep them informed of new developments that may impact them. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service including a wide range of additional outside services.
Each client receives advice that is customized to their unique financial position and objectives. It truly is "personalized wealth management".
Gary Vawter is the lead adviser for the firm with more than 25 years experience as an independent financial adviser.
A frequent speaker and contributing writer, his comments have appeared in USA Today, Kiplinger's Retirement Report and the Wall Street Journal's Your Money. He was also recognized as one of the "Top 40 Under Age 40" by Business First for his professional accomplishments and service to the community.
Gary has been an active leader in local and national financial planning associations. He has been on the CFP Associate Board for Professional Review and chaired the Financial Planning Association (FPA) Practitioner Advisory Council. Locally he is a past president of the Columbus FPA chapter and is the president-elect for the Columbus Society for Financial Services Professionals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 53, 63, 65
Life insurance: OH, Health/disability insurance: OH, Fixed annuities: OH, Variable annuities: OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Master of Science (MS) in Financial Planning; Accredited Estate Planner (AEP)
Cambridge Investment Research, Inc.
Securities offered though Cambridge Investment Research, Inc. (CIR), a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Vawter Financial, Ltd (VF), a Registered Investment Advisor. CIR and VF are not affiliated.
Considerations: We charge financial planning and investment management fees based upon the complexity of each client's situation.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.