Practical Financial Planning announces merger with Sax Wealth Advisors

Practical Financial Planning, Inc. (“PFP”), a Registered Investment Adviser (RIA) delivering comprehensive financial planning services primarily in Ohio, Florida, and Washington state today announced that it is merging with  Sax Wealth Advisors, LLC (“Sax”). Sax is a national RIA headquartered in New Jersey and with offices in Florida, Massachusetts, New Hampshire, and New York.

PFP’s founder and Senior Advisor, Kenneth F. (“Ken”) Robinson, JD, CFP®, says PFP partnered with Sax to enhance its service to clients. “Since our founding, we have been committed to a holistic approach to fiduciary, no-commission financial planning. It was crucial for us to find the right partner who shares our professional values. We are delighted and very excited to join forces with Sax and leverage their greater resources to help us add even more value for our clients.” 

Clients will continue to be served by Ken and by Client Service Specialist Brittney Whitehouse, who join a team of more than thirty professionals. Like PFP, Sax is a proud member of NAPFA—the professional organization of fee-only financial advisors—and Ken will continue his 25-year membership in the Alliance of Comprehensive Planners (ACP).

The merger is effective January 1, 2025. Clients have been notified by US Mail and via their online portals on Box.com. Any questions should be directed to Brittney Whitehouse and Ken Robinson.