Jeffrey Wendel

Jeffrey L. Wendel is the CEO of Wendel Retirement Planning, a firm he founded in 2001 in Fort Recovery, Ohio. With over two decades of experience in the financial services industry, he specializes in providing comprehensive financial solutions—including tax strategies, retirement planning, and insurance advice. Under his leadership, the firm has managed more than $50 million in assets since 2013 and has consistently maintained an A+ rating with the Better Business Bureau.

Believing that "knowledge is power," Mr. Wendel emphasizes creating sound pathways toward retirement that protect assets and minimize tax burdens. As an independent advisor, he offers objective and unbiased strategic guidance, always placing his client's needs first. His client-centered approach has enabled him to build long-term relationships that often span generations, founded on trust and integrity.

Jeffrey Wendel is a Registered Financial Consultant (RFC), holding a designation from the International Association of Registered Financial Consultants—a nonprofit organization that promotes high ethical standards in the financial services industry. He is also a licensed insurance professional and holds Series 65 securities registration, allowing him to serve as an investment advisor representative.

An active contributor to the retirement planning field, Mr. Wendel publishes a regular newsletter covering lifestyle, health, and financial planning topics. He is the author of Grand Slam Retirement: A Winning Strategy for a Winning Lifestyle, a comprehensive book that delves into crucial aspects of retirement planning. Through interviews with industry leaders and entrepreneurs, the book provides valuable perspectives on healthcare, legal considerations, and tax strategies, empowering readers to make informed decisions about their financial futures.

Mr. Wendel shares his expertise by offering retirement planning workshops at Sinclair Community College in Dayton, Ohio, and has instructed on topics such as "Taxes in Retirement." He is also a member of the Fort Recovery Chamber of Commerce and participates in various community events.

Outside of his professional endeavors, Jeffrey Wendel is a fan of the Ohio State Buckeyes and the Cleveland Browns. He is actively involved in his community, having volunteered as a baseball coach and supporting local initiatives. His passion for helping people achieve their dreams extends beyond his clients to the broader community he serves.