Independent | Fiduciary
Wealth Management

Located in Columbus, OH.
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Financial & Retirement
Planning

We develop customized, adaptable plans using a proven process and collaborative technology.

Investment
Management

Our distinctive approach is guided by your particular goals and position, not sales quotas, emotions or guesswork.

Tax
Strategies

Sound tax planning can significantly extend the longevity of your investment portfolio.

As a fiduciary, we provide independent, unbiased advice.

Fullen Financial Group was established in 2004 by Milt Fullen, who wanted to form a truly independent wealth management firm. Milt's goal was to provide objective financial advice without the distractions of company quotas or proprietary products. This provides the freedom necessary to develop personal solutions based on each individual’s circumstances, and to apply independent methods and strategies to achieve your financial goals.

Our Company

Wealth Management built for you.

Fullen Financial Group is based on the principles of education, independence, objectivity and understanding, which are vital to successfully make prudent decisions concerning your financial future.

Our Services

65

Years of CPA and CFP experience.

Let’s start a conversation.

We will gladly meet with you, free of charge, to understand your needs, describe our process, and see if we can help you.
Schedule a meeting.
(614) 372-5430

Our Partners

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
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