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Why Bibler Finney Panfil Private Wealth Management Group?

 Our clients always come first.

Ethics Respect Honesty Integrity

These four words govern every decision our practice makes. We've built our practice knowing that as long as we do the right thing for you – our client – everything else will take care of itself.

Our Age

Age is a funny thing. It's exponential, and the older you get, the faster it seems to go. Our managing directors all started their careers right out of college, and being hired into this industry so soon is fairly rare. Thus, we feel that having three partners in this situation truly makes us stand-out amongst our peers.

For each of our three advisors, “age” was the single biggest hurdle they had to overcome when they started. We are happy to say that “age” is now our biggest advantage over our competitors, and it can be a huge benefit for you as well. With each of our partners ranging in age from mid-30s to early-40s, we have a runway that is designed to see you and your family well taken care of financially for generations to come. It's essential to your success to know that who you work with will help guide you through your financial life. You only want to make that decision once, and we feel we’re the right team with the right experience and a proven track record – a team that can be there for you, your children, and your grandchildren.

Our Discipline

Bibler Finney Panfil Private Wealth Management Group takes a disciplined approach to everything we do for you. We have implemented proprietary processes for every aspect of our practice and we will strive to put you first each and every day.

We use planning and cold, hard facts to educate you and help you work toward making great decisions. We seek to take emotion and behavioral finance out of the equation because, from our perspective, that's how mistakes are made.

The way we look at it, math doesn’t lie – emotions do.

Our Experience

Our team has more than 160 years of combined experience in the financial services industry. Most importantly though, we've been helping people like you achieve their financial goals since day one.

Chartered Retirement Planning CounselorSM (CRPC®) Certificants: Ryan Bibler and Joe Panfil
Certified Investment Management Analyst® (CIMA®) Certificants: Joe Panfil and Mike Shaffer
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional: Joe Panfil
Collective Securities Registrations: FINRA Series 7, 63, 65, 66, 3, 31, 9, 10, Life, Health and Long-Term Care Insurance
Five Star Wealth Managers: Ryan Bibler (2018, 2019, 2020), Vince Finney (2019, 2020), and Joe Panfil (2018, 2019, 2020)
Forbes’ Best-in-State Wealth Advisors: Ryan Bibler (2018, 2020) and Vince Finney (2018, 2020)**
Forbes America's Top Next-Gen Wealth Advisors: Joe Panfil (2017, 2018, 2020)**
Columbus Business First: Largest Financial Advisors Fee and Commission in Central Ohio (#12 in 2018, #16 in 2019)***

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,061 Columbus-area wealth managers were considered for the award; 79 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,165 considered, 67 winners (5 percent).


**The Forbes Best-In-State Advisor and Forbes America’s Top Next-Gen Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

***Columbus Business First: Fee-only financial planners are compensated based on an hourly rate, flat rate or a percentage of assets and/or income, not commissions. We list 25 Central Ohio fee-only firms, ranked by assets under management as of Dec. 31, 2018. Information is provided by individual firms via an online survey.