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The idea that is Yellow Finch Financial was born from a simple question, “Can we provide comprehensive financial planning to individuals and families at the beginning of their journey instead of the end?” The questions faced can be just as complex and challenging. The impact of proper planning can be profound. With this question and knowledge in mind, we set to the task of creating a company and service that we could proudly hold out to our community. Yellow Finch Financial is located in Marysville, Ohio. We offer financial planning to our members, with access to a CERTIFIED FINANCIAL PLANNER™ professional.

JL
 

JON LAWRENCE, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Qualifications
Vanderbilt University - Bachelor’s Degree in Economics and Russian Area Studies
CERTIFIED FINANCIAL PLANNER™ Professional  BrokerCheck

Interests
Ohio Sports - Ohio State | Columbus Crew | Columbus Blue Jackets
Cincinnati Reds | Cincinnati Bengals
Cooking - Exploring Local Restaurants - Fishing - Reading

Purpose
I always wanted a career where I could serve other people and see the outcome of that work. Every day I get to come alongside others to develop their financial plan and watch as they achieve their financial goals. I enjoy being able to celebrate with our members as they move through their lives and see the purpose and fulfillment of what a financial plan can do.

Our Mission

At Yellow Finch Financial, our mission is to be a trusted and valued resource that enables and empowers our members to make the best decision at any stage of their lives by leveraging our education and guidance.