Meet Dan Bartholomew

Dan is a financial advisor of Preferred Planning Services, a company that specializes in financial planning for seniors for over 20 years. He has been an advocate for clients of the financial services industry since 2012, providing retirement income and planning services to families. He serves as a consultant for elder law attorneys and uses his knowledge and expertise with issues that seniors face to provide comprehensive financial planning for his clients. He has a thorough understanding of situations and knows how to bring financial strategies to help solve them. He continues to assist clients on crucial topics, including tax efficiency, social security, risk tolerance and retirement income.

Dan is a volunteer educator for the Financial Education Partnership, one of the largest, fastest-growing nonprofits in the country. Through his work with FEP Dan fulfills the mission of the nonprofit, which is to provide financial education and literacy to those looking to more fully understand how their finances work.

Dan is a native of Northeast Ohio and started establishing his roots in Central Ohio while earning his degree from Capital University in Bexley. He now lives in Columbus with his wife and 3 energetic children. When he isn’t working you can usually find Dan and his family at the pool or a sports field watching his kids compete in one of many activities.

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Dan Bartholomew
Preferred Planning Services
106 East Main St.
New Albany, OH 43054
[email protected]

Advisory Services offered through Change Path, LLC an Investment Advisor. Preferred Planning Services and Change Path, LLC are not affiliated.