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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.

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.