Jamie P. Menges,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie P. Menges, CFP®



PDS Planning, Inc.

475 Metro Pl S
Dublin, OH 43017-5315
(614) 481-8449


Jamie Menges is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PDS Planning, Inc. in Dublin, OH and the surrounding communities.

Financial Advisor Overview

I want to help people lead financially successful lives. Whether they are a client or not is unimportant. I want people to understand that financial success can be achieved through some basic principles and practices. Thus, my personal blog WealthAdviceMadeSimple.com was born.


Financial Advisor Experience

I have worked at a large regional public accounting firm, an insurance company, an independent broker/dealer, and now as an owner of a fee-only registered investment advisor. I have always been progressing my career to move my clients to the best platform possible for them to succeed.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources