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About the firm

Intentionally different from the typical firm, Sustainable Financial Planning, LLC was formed to offer honest, objective financial advice to people from all walks of life, without arbitrary income or net worth limits, and no need for clients to buy products, open accounts, or transfer assets. As an independant fee-only firm, SFP accepts no commissions or compensation from third-parties, rather we embrace our fiduciary duty and pledge allegiance to our clients.
 

Sustainable Financial Planning, LLC is an Ohio Registered Investment Advisor. SFP is a fee-only financial planning and investment advisory firm.

Many people find financial decisions daunting, we help clients demystify their options and navigate a course toward peace of mind. The 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 passionate about finance and investing for decades. When his father passed away at a young age, Brian experienced firsthand the benefits of disciplined planning and careful investing. He quickly learned that his good fortune was fairly uncommon.

Brian graduated from Cornell College with a Bachelor of Arts degree in Economics in 1990. 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.

In March 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 in route to forming Sustainable Financial Planning, LLC.  

Brian is a proud member of the 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. This network affiliation allows access to the collective wisdom of over 300 advisors, best practices are widely shared and second opinions freely offered by fellow members.

Prior to launching SFP, Brian spent over 15 years managing a pair of Chicago-based boutique consulting firms that offered technology planning services to a global client base. He honed his communication and analytical skills on dozens of strategic planning projects. 

In his early years after college, Brian spent time hiking the Northern Rockies 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.

Born in Chicago, Brian comes from a long line of Cincinnatians. Brian enjoys cooking (& eating), reading, hiking, biking, live music, and a host of other activities with his wife Michelle Devine. Michelle works for the Cincinnati Opera in fundraising. 

Our Fiduciary Pledge

We embrace the true spirit of the fiduciary standard and strive to serve the client’s best interest in everything we do.

Specifically, we:

  • 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