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.