Hi, I’m Brian, a CFP® professional and founder of Truly Prosper Financial Planning in Dublin, OH.

For over 14 years, I’ve been helping individuals and couples navigate retirement decisions. I know that successful retirement planning is about more than investments and numbers—it’s about living with confidence, purpose, and peace of mind.

I specialize in working with people over 50 who are approaching or living in retirement. Through a thoughtful and ongoing process, I help you simplify your finances, minimize taxes, and create reliable income.

As a fee-only, fiduciary, and independent financial advisor, I’m paid only by my clients — never by commissions or product sales. That means my advice is always guided by one thing: your best interest.

Before founding Truly Prosper, I spent over a decade at a well respected fee-only wealth management firm in Cincinnati, OH, developing detailed retirement income plans, tax strategies, and Social Security optimization for high-net-worth families. I appreciated the experience, but I felt called to create a firm that specialized in tax smart retirement planning for people that want to live with purpose in retirement.

In 2020, Truly Prosper was born to help people make the most of their time, relationships, and resources — using money as a tool to live an intentional and fulfilling life.

Faith is an important part of my life. I serve as a leader in my local church, where I enjoy helping others grow in their faith and live intentional lives. Outside of work, I love spending time with my wife and our three kids. Whether it’s a board game, a backyard kickball match, or a family hike, those simple moments remind me why planning with purpose matters so much.

If you’re looking for a trusted partner to help you navigate your retirement with clarity and confidence, I’d be honored to walk alongside you.