Why Use Nationwide Planning?

Our financial advisors are among the most experienced in the industry

Our Firm Commitment

At Nationwide Planning, we give our advisors the resources, products, tools and support they need to place and keep their clients on a solid path to achieving their financial goals. Whether it’s responsive back-office support, best-in-class products, access to senior management, or advanced technology, our advisors have everything necessary to provide superior financial planning and investment solutions to the clients that rely on them.

Our Emphasis on the Safety of Client Assets

All of our client brokerage assets are held at Pershing LLC, a wholly-owned subsidiary of the largest custodial bank in the world—The Bank of New York Mellon

The Experience and Commitment to Excellence of Nationwide Planning Advisors

Before they are allowed to join our firm, advisors are carefully screened to determine the extent to which they have consistently adhered to our firm’s high standards in the areas of technical expertise, breadth of experience and ethical behavior. Our average advisor is a 15 to 20-year industry veteran with a history of sound and unbiased judgement who has demonstrated a consistent willingness to place the best interests of his/her clients above all else.

A Business Model and a Culture Which Encourages Unbiased Solutions and Objective Advice

Our firm’s entire business strategy is based on the underlying principle that a firm has to be independent and unbiased in order to provide the best and most objective financial planning solutions to investors. Otherwise conflicts of interest between the firm and an its clients resulting from the sale of such proprietary products can easily enter into the investment decision-making process and create decisions which are not always in the client’s favor. At Nationwide Planning, our code of ethics, the screening process by which we select our advisors, our prohibition against proprietary products and our open-architecture product platform converge to foster an environment that encourages our advisors to provide their clients with unbiased and objective advice and to recommend the products and services which will best meet their needs.

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