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Westerville (main office):
Accountable Financial Planning LLC
112 Bellefield Avenue
Westerville, Ohio 43081
Bellefontaine (meeting space):
Accountable Financial Planning LLC
2881 County Road 5 North
Bellefontaine, Ohio 43311
NAPFA Code of Ethics – Placing Client Interests First
NAPFA Fiduciary Oath – Placing Client Interests First
The Power of Markets
Independent Objective Advice
Research in Focus: Mutual Fund Landscape
Implications of Investor Behavior
Dimensional’s Flexible Trading Approach
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
