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Your Path to Retirement and Beyond

Your Path to Retirement and Beyond

What's your retirement dream? Our WealthSpan Planning System helps you effectively plan, track and achieve it.

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Meet Your WealthBridge Team

Meet Your WealthBridge Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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Wall Street Proficiency + Main Street Principles

Financial Planning Guidance from True Professionals

We serve as your Trusted Advisor, the quarterback of your financial team. Your CFP® or CIMA® credentialed advisor works closely with you to craft your personalized financial plan, advocating for you through the entire process. And because we always serve as fiduciaries you can be confident our advice is always in your best interest. Our responsibility is to you. And only you.

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Our WealthSpan Planning System - Achieving Confidence

Most Investors Lack Confidence That Their Current Financial Plan Will Achieve Their Goals And Vision For Their Future... We Can Fix That.

Clarity

Clarity

Identify Values, Vision, Goals & Resources

Discovery Leads to Clarity

Action

Action

Develop Creative Solutions Inspiring Action

Clarity Leads to Action

Results

Results

Implementing Intelligent Strategy Produces Results

Action Leads to Results

Confidence

Confidence

Measurable Results Breed Confidence

Results Leads to Confidence

Meet Our Team

Carrie Leach

Carrie E. Leach

Director of Client Services

614-591-4542

614-636-4895

Heidi Eagle

Heidi Eagle

Relationship Manager

614-591-4543

614-636-4895

Robert Faulkner

Robert W. Faulkner, CRPC®, CIMA®

Financial Advisor, Principal & CFO

614-591-4546

614-636-4895

Ryan Dunlap

Ryan M. Dunlap, CFP®

Financial Advisor, President & CEO

614-591-4540

614-636-4895

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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5 Ways to Stay Confident in Retirement 

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Join us and experience the WealthBridge difference.

Schedule a confidential introductory discussion below.