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Britta Koepf CFP®, ChSNC®

NorthAvenue Financial Advocates

Britta Koepf CFP®, ChSNC®

NorthAvenue Financial Advocates

Britta Koepf CFP®, ChSNC®

NorthAvenue Financial Advocates

Profession LogoFINANCIAL PLANNER

When Britta decided to work in the field of personal finance in 2013, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity.

A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities.

As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with special needs and their families.

Britta has been quoted in Financial Advisor Magazine and The Plain Dealer. She has also been interviewed in the WSJ’s Your Money Briefing podcast.

 

Britta and her husband Craig Lawrie live in Brooklyn Heights, Ohio, where they enjoy playing board games, ballroom dancing, and spending time with their dog, Wombat.

Firm Description

NorthAvenue Financial Advocates is a multi-advisor, multi-women-owned, fee-only financial planning company, located in Columbus, OH, and serving clients locally and across the country. For a flat fee they provide a one-stop-shop with comprehensive financial advice, focusing on investments, tax planning, & preparation. They have a staff of several CERTIFIED FINANCIAL PLANNERS™ and tax professionals.

Hours

Day From To
Sunday By Appointment Only
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only
Saturday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

59 Marko Ln
Independence, OH 44131

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts