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Bethany Huffman, CFP®, CIMA®

Bethany Huffman, CFP®, CIMA®

President

Bethany founded Huffman Wealth Management with a simple belief: financial advice should be personal, proactive, and built around what matters most to each client.

She works closely with individuals, families, and retirees to help them make confident decisions about their investments, retirement income, taxes, and long-term financial goals. Clients appreciate her ability to simplify complex financial topics and her commitment to providing thoughtful guidance tailored to their unique situations.

As both a financial planner and tax-focused advisor, Bethany takes a comprehensive approach that connects every aspect of a client's financial life. Her goal is to help clients feel organized, informed, and confident about their future.

Bethany graduated from Butler University with a degree in Finance and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Certified Investment Management Analyst® (CIMA®) certification through the Yale School of Management. Outside of the office, she enjoys traveling, hiking, and lifting weights.

Bethany Huffman, CFP®, CIMA®

Bethany Huffman, CFP®, CIMA®

President

Bethany founded Huffman Wealth Management with a simple belief: financial advice should be personal, proactive, and built around what matters most to each client.

She works closely with individuals, families, and retirees to help them make confident decisions about their investments, retirement income, taxes, and long-term financial goals. Clients appreciate her ability to simplify complex financial topics and her commitment to providing thoughtful guidance tailored to their unique situations.

As both a financial planner and tax-focused advisor, Bethany takes a comprehensive approach that connects every aspect of a client's financial life. Her goal is to help clients feel organized, informed, and confident about their future.

Bethany graduated from Butler University with a degree in Finance and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Certified Investment Management Analyst® (CIMA®) certification through the Yale School of Management. Outside of the office, she enjoys traveling, hiking, and lifting weights.

Bethany Huffman, CFP®, CIMA®

Bethany Huffman, CFP®, CIMA®

President

Bethany founded Huffman Wealth Management with a simple belief: financial advice should be personal, proactive, and built around what matters most to each client.

She works closely with individuals, families, and retirees to help them make confident decisions about their investments, retirement income, taxes, and long-term financial goals. Clients appreciate her ability to simplify complex financial topics and her commitment to providing thoughtful guidance tailored to their unique situations.

As both a financial planner and tax-focused advisor, Bethany takes a comprehensive approach that connects every aspect of a client's financial life. Her goal is to help clients feel organized, informed, and confident about their future.

Bethany graduated from Butler University with a degree in Finance and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Certified Investment Management Analyst® (CIMA®) certification through the Yale School of Management. Outside of the office, she enjoys traveling, hiking, and lifting weights.

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management