POMEROY FINANCIAL PLANNING, LLC.

Overview

Pomeroy Financial Planning, LLC is a small, owner-operated advisory firm focused on providing financial planning services rather than discretionary portfolio management. The firm charges clients on an hourly and fixed-fee basis, and it operates as an LLC under individual ownership. Pomeroy does not position itself as a capital allocator or pension consultant and is not active in ESG investing. Its advisory activity centers on planning work—guiding clients on asset selection, income planning and product choices—while clients retain trading authority, consistent with the firm’s non-discretionary footprint. Investment activity is centered on broadly accessible vehicles—mutual funds and annuities—for core client portfolios, while the firm also allocates client capital to real estate through third‑party managers. That approach suggests Pomeroy leans on external managers for alternatives exposure and uses packaged products for portfolio construction, emphasizing planning guidance and product selection over direct asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices