Why Scott Financial Group

We provide comprehensive financial planning which addresses the four cornerstones of retirement. Our mission is to try to provide our clients with confidence about retirement, knowing that every aspect of their financial life has been planned for in advance.

Tactical Asset Management
We believe in a Retirement Designed Money Management System for our clients providing low and moderate investments with low risk and low volatility portfolio management.(1) Our fee-based asset management platform consists of a low to moderate risk selection of investment choices to help retirees secure a better retirement.
Fiduciary Standard
Working under a fiduciary standard sets us apart from many financial advisors. We are legally bound to provide advice which is in your best financial interest at all times, even if it doesn’t benefit us at all. That’s the way we prefer our business to run.
Teamwork Delivers Results
Scott Financial Group has a team of CPAs and estate attorneys to ensure proper planning and execution of all strategies presented to our clients. If you already have a CPA or attorney, no problem, we can work with them to implement plans.
With You for Life
As you go through your life journey and progress through your retirement, your family members may change, requiring updates in your financial plan, estate documents and beneficiary designations. We stay connected via phone calls and emails, and we conduct annual in-person reviews.

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Contact Info

Scott Financial Group

Office: 614-808-3391
Fax: 614-689-1127
Email: mandy@sfg-opa.com
Website: sfg-opa.com
Address: 3989 Broadway Grove City, Ohio 43123

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Scott Financial Group, Home of Ohio Pension Advisors are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. This message is intended only for the use of the person(s) (intended recipient) to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please reply to the sender as soon as possible and delete the message from your computer. Any dissemination, distribution, copying, or other use of this message or any of its content by a person other than the intended recipient is strictly prohibited.