Devon Klumb, CFP®, BFA

Financial Advisor


Education:
Ohio University, BS, Engineering Technology & Management

Designations:
CERTIFIED FINANCIAL PLANNER™
Behavioral Financial Advisor®

How does Devon Use Commas?

  • Build the vision of our family’s ideal future
  • Hold ourselves accountable to prioritizing big picture goals over short term desires
  • Create a foundation for our kids and their kids
  • Peace of mind that we are doing the right things
  • Saving for a house in Charleston, SC – the sooner the better!

Devon’s Story

As a financial advisor, Devon helps clients formulate and focus on their vision for their ideal future, and then builds a plan to get them there. He believes that feelings determine financial success more than numbers do, so he strives to develop a deep understanding of clients’ beliefs and emotions so that he can craft a unique plan in line with their values. He loves that his job continues to offer new challenges and that every day is unique. For Devon, financial planning is a higher calling—a way to help people reach new heights and achieve their dreams.

In his free time, Devon enjoys spending time on the golf course, playing guitar, listening to old music, and hanging out with his family—Liz, Jack, Nora, Molly, and Piper.


Specialties

Behavioral finance, comprehensive financial planning, goal setting

Ready to start the conversation?