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            • Pomeroy Financial Planning

              • Investments/Financial Planning
              7850 5 Mile Rd
              Cincinnati, OH 45230
              (513) 802-8898
              Hours:
              By appointment

              About Us

              Independent | Fee-Only | Fiduciary

              Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many… read more

              • About

                Independent | Fee-Only | Fiduciary

                Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.

                Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.

                For more information, please visit us at https://PlanPersistProsper.com/

              • Highlights

                • CPA, PFS, CFP®
                • Fee-Only (no product sales)
                • We help our clients plan and persist so that they can prosper
                • Expert guidance since 1996

              • Whom to Contact

                • Susan Pack
                  Managing Principal
                  7850 5 Mile Rd
                  Cincinnati, OH 45230
                  Phone: (513) 802-8898
                  Send an Email