Who we are:

VanWeelden Financial Group is an independent financial services firm, based in West Chester, Ohio. Established in 1999 by founder John D. VanWeelden, the firm specializes in truly comprehensive planning and wealth management for individuals and families at or nearing retirement.

Our team consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about your vision for your life. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

what we do:

Our mission is to empower each of our clients to make the most of their personal financial resources, in accordance with their unique, personal goals and objectives, through the application of our truly holistic planning process. 

VanWeelden Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. By providing a high level of personal service, we have earned a reputation for excellence in our industry.

By bringing together and coordinating the following key areas of personal financial planning, we strive to help each of our clients realize complete financial freedom, which extends far beyond their "balance sheet," impacting every area of their lives:

  • Investment Planning
  • Retirement Income Planning
  • Tax Planning
  • Healthcare Planning
  • Survivor, Estate, and Legacy Planning

why we exist.

We exist to glorify God and serve people.

Money is merely a tool. Used properly and stewarded wisely, it can help people lead extremely effective and meaningful lives. Used improperly or taken for granted, it can be a great burden and source of stress. You either control it or it controls you. 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.

vanweelden Financial Group

8905 Cincinnati-Dayton Road, West Chester, OH 45069


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