About the firm
Sustainable Financial Planning, LLC ("SFP") is an Ohio Registered Investment Advisor, based in Cincinnati. SFP provides financial planning and investment advice on a fee-only basis.
As an independent fee-only firm, SFP accepts no commissions or compensation from third-parties, rather we work solely on behalf of our clients. We've been fiduciaries since day one. Our independence allows us to work with clients to find the best solutions, we're not limited to any one firm's list of preferred products or solutions.
Too many people find financial decisions daunting, we help clients assess their situation, demystify their options and navigate a course toward their goals, attaining peace of mind along the way. Our work mixes equal parts asking and listening with planning and coaching.
About Brian Mahany, CFP®
Brian Mahany is a CERTIFIED FINANCIAL PLANNER™ professional and the founder and principal of Sustainable Financial Planning, LLC.
Brian has been keenly interested in finance and investing for most of his life. After his father passed away at a young age, Brian experienced firsthand the benefits of disciplined planning and careful investing.
Brian graduated from Cornell College with a Bachelor of Arts degree in Economics in 1990. In his early years after college, Brian spent time hiking the Northern Rocky Mountains while working and living in Yellowstone National Park, cooked at the summer home of the Chicago Symphony Orchestra, and dabbled in philosophy studies at the University of Chicago’s Graham School.
Prior to launching SFP, Brian spent over 15 years managing a pair of closely-held Chicago-based boutique technology consulting firms providing strategic planning services to a global client base. He honed his analytical and communication skills on dozens of large scale strategic planning projects.
Building on a life long interest in economics and finance, Brian completed Boston University’s Financial Planning Certificate Program in 2008 in preparation for a second career helping others with their finances. During March of 2009, Brian passed the rigorous two-day CFP® Certification Examination on his first attempt, and subsequently passed the Series 65 Uniform Investment Adviser Law Exam while forming Sustainable Financial Planning, LLC.
Brian is a proud member of The Garrett Planning Network, an international network of fee-only financial advisors dedicated to providing independent, objective financial advice to people from all walks of life. His network affiliation allows access to the collective wisdom of hundreds of advisors; best practices are widely shared and second opinions freely offered by fellow members.
Born in Chicago, Brian comes from a long line of proud Cincinnatians. Brian enjoys time in the wilderness, long walks, sturdy bikes, live music, and a host of other activities with his wife, Michelle.
We embrace the true spirit of the fiduciary standard and strive to serve the client’s best interest in everything we do.
- Adhere to the CFP® Code of Ethics and NAPFA’s Code of Ethics,
- Put the client’s best interest first,
- Avoid conflicts of interest, including commissions and referral fees,
- Offer plain english disclosure concerning our practice, experience, and compensation,
- Provide competent advice and caring support - we do not sell products,
- Utilize a disciplined, objective approach.