Welcome to

VanWeelden Financial Group

VanWeelden Financial Group is a Comprehensive Retirement Planning firm that specializes in helping you retire with confidence. We design plans that provide lifetime income and asset preservation solutions you can count on.

VanWeelden Financial Group is an independent Financial Services firm, based in West Chester, Ohio. Established in 1999 by founder John VanWeelden, we specialize in truly holistic retirement planning and conservative, fee-only wealth management for individuals and families at or nearing retirement.

We invite you to explore our website to discover the range of services we offer. For any inquiries or additional information about how we can assist you, please don't hesitate to reach out via email at [email protected] or call us at (513) 942-8961. We’re eager to connect with you and provide the support you need.

Achieving True Financial Freedom for All

It is our desire that everyone, regardless of their net worth, would know the peace of mind that comes from walking in true financial freedom.

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Securing Your Financial Future

We safeguard your assets and provide peace of mind with thorough and personalized security planning.

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Effective Tax Planning

Effective tax planning reduces liabilities and boosts wealth.

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Social Security Benefits

Optimize your Social Security benefits for a stronger retirement income.

Insightful Financial Graphics

Because It’s Time to Seek Financial Advice from Experts

Turn to our experts for tailored financial guidance to achieve your goals and secure your future.

  • Receive customized financial plans tailored to your specific needs and goals.

  • Benefit from our deep knowledge and experience in retirement, tax planning, and social security.

  • Make informed decisions that enhance your financial stability and long-term success.

Lead a comfortable life while we take care of your finances.

88+

Over 88 years of combined experience providing exceptional financial guidance.

100M

Demonstrating our expertise and reliability in managing significant financial portfolios.

Video Resources

Educational Insights and Expert Advice

Explore our collection of videos designed to provide valuable information on retirement planning, wealth management, and financial strategies. Gain insights from our experts and stay informed to make confident financial decisions.

2022 Market Review

Flaw of Averages

Important Changes for Retires: Secure Act 2.0

Sequence of Returns Risk

The Bucket Plan

Hear Directly from Our Clients

Read stories from clients who have achieved financial peace and security with our help.