Our Mission

Our mission is to provide in-home financial accounting management services to promote independent living.

Our focus is on individuals over 60, individuals with disabilities, Veterans, and anyone who needs help stabilizing their finances. No proof of age/disability is needed for individuals with disabilities.

We serve people of any age living in the central Ohio Area (Franklin and the surrounding eight counties).

Client Involvement

Key to the success of our program is keeping the client actively involved in the management of his or her financial affairs. While our job is to lift the paperwork burden and help with bill-paying details, it is the client who signs all checks from a designated account and makes all final decisions. For ease in tracking, we in turn provide the client with a monthly report itemizing all of their income and expense transactions.


We are professionally trained and personally committed to our mission to prolong the independence of each client for as long as possible through personal expense management services. Our goals are to prevent exploitation, fraud, and institutionalization.

Our years of experience make it possible for us to tailor our personal expense management services to meet the client’s individual needs, whether they are short-term or ongoing.

All of our staff are bonded for your protection.


All information regarding our clients, their identities, and their finances is privileged and held in the strictest confidence. Clients’ information is not released to any individual or organization without the client’s informed consent and signed authorization.

A Charitable Organization

PHA Financial Advocates is a 501(c)3 not for profit organization and is registered with the Ohio Secretary of State’s office.