Our Mission:

At Traction Wealth Advisors, we help people make informed decisions, so that they can feel financially independent as life changes.

Areas of focus

• Retirement Planning Strategies
• Employee Stock Options
• Estate Planning Strategies
• Insurance
• Saving for Education
• Executive Compensation and Benefit Strategies
• Investment Management
• Charitable Giving
• Small Business
• Business Retirement Plans
• Tax Planning Strategies

Awards & recognition

• Traction Wealth Advisors, Ameriprise Client Experience Award, 2020-2024
• Jason A Buehner, Ameriprise Ultimate Digital Excellence Award, 2023-2024

Community participation

• The Rotary Club of Westerville Sunrise
• Columbus Curling Club
• Field of Heroes
• Chilly Open
• Westerville Area Resource Ministry (WARM)
• Leadership Westerville Westerville Area Chamber
• The New Albany Chamber of Commerce