Fullen Financial Group was founded in 2004 by Milt Fullen, a Certified Public Accountant with significant experience in the insurance and employee benefits industry. Combining his industry expertise with the high professional standards of the CPA profession, Milt successfully grew his business by offering independent, unbiased advice and always putting his clients’ interests first. Milt’s first clients quickly recognized the value of his services, and the sense of control they now had in their financial lives. Their satisfaction enabled Fullen Financial Group to grow steadily, relying almost entirely on client referrals for new business.
Today our senior advisors, Milt Fullen and Kevin Fix, are both multi-year winners of Columbus Monthly’s Five Star Wealth Manager Award, and Fullen Financial Group ranks among Columbus Business First’s top fee-only financial planning firms in Central Ohio. We have helped over 150 individuals and families prepare for retirement, and we manage more than $200 million of assets on behalf of our clients. Our team of professional advisors has a wealth of experience and the best credentials in the industry, supported by the latest technology tools and a dedicated client service team.
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Supporting independent advisors and their clients with innovative technology and a broad range of investment options.
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The financial planning software chosen by more financial advisors than any other.
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A recognized standard of excellence for competent and ethical personal financial planning.
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The professional organization for CFP practitioners, helping us become the best planners we can be.
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Providing continuous learning and essential resources for CPA Financial Planners.
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The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals committed to working in their clients’ best interests.
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