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.
JON LAWRENCE, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Vanderbilt University - Bachelor’s Degree in Economics and Russian Area Studies
CERTIFIED FINANCIAL PLANNER™ Professional BrokerCheck
Ohio Sports - Ohio State | Columbus Crew | Columbus Blue Jackets
Cincinnati Reds | Cincinnati Bengals
Cooking - Exploring Local Restaurants - Fishing - Reading
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.
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.
What People Are Saying
At the age of 48, I started working with Yellow Finch Financial and it's been the best decision I ever made. I am getting assistance from a very knowledgeable financial advisor and staff that has me on track to plan and invest for my kids college, special needs financial planning, retirement, and an overseer of all my estate planning documents. - Tim
The statement was provided 02/21/2023 by Tim Tamasy who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Yellow Finch Financial helps me stay on track with my long term goals, helps me organize my expenses throughout the month and keep me on track to building my wealth. I look forward to joining in the financial classes provided by Yellow Finch. - Brandon
The statement was provided 2/21/2023 by Brandon Lane who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Choosing Yellow Finch Financial has been a great decision. Working with Jon has been a pleasure. He professional, personable and very knowledgeable with the options he presents. With his help, my wife and I finally feel like we now on the road to retirement. - Ryan
The statement was provided 3/8/23 by Ryan Forrester, a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed.
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