Jamie Menges
Shareholder, Certified Financial Plannertm, CPA at Pds Planning, Inc
Based in Columbus, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbus
Industry
Financial Services
Company size
24
Contact information
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j•••••••@pdsplanning.com
Phone
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Background
About Jamie Menges
At PDS, I work to simplify complex financial planning challenges for clients. Very importantly, we are a flat-fee firm, meaning we charge our clients for the work we do, not the amount of assets they have for us to manage. We believe that creates an inherent conflict of interest. Our job is enhance your wealth, not ours. Our focus is on successful client outcomes. We don't care where and how your money is invested because that's not how we derive our fee. Instead, we approach each unique client with a goal of simplifying their financial plan, giving them pragmatic advice, always with a keen awareness of product fees, advisor fees, and tax implications.
Decision-makers
Other people at Pds Planning, Inc
- ANStaff
Allison Niekamp
Client Service Specialist · Customer/Client Service
- KDManager
Kevin Doll
Senior Financial Advisor · Finance & Accounting
- LBManager
Luke Babner
Client Relationship Manager · Customer/Client Service
- KEStaff
Kyle Euton
Investment Advisor · Finance & Accounting
- ATDirector
Alyssa Troyer
Director of Operations · Operations
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