It is our mission
to educate, guide and counsel you toward reaching your full financial potential and start living the life you
want to live.
We sit on the same side of the table as our clients, not on the side of financial institutions.
By first discovering your WHY FOR MONEY, we act as a partner to our clients providing comprehensive wealth management and making sure everything is working together to achieve your true WHY.
We act as your personal CFO and listen, advise, plan and strategize in order to optimize your financial life and make your money work for you.
We are a fee-based, independent advisory firm that specializes in comprehensive wealth management, portfolio management, retirement plan management and employer-sponsored retirement plans.
Contact us to learn more about our approach and start your financial journey.
Are you reaching your full financial potential?
We act as your personal CFO to make sure you're balancing your business and personal finances for growth. We'll make sure you're covered in all aspects and devise strategies to maximize your financial potential.
Physicians and other medical professionals face unique challenges when trying to build wealth. From residency to retirement, we will assess your unique situation and help you get ahead.
Employer-Sponsored Retirement Plans
Is your company's 401(k) plan where it should be? We have a tailored solution for you and your employee's that will change the way they look at their plan. We'll be a true partner as your plan's fiduciary.
A NEW WAY TO LOOK AT FINANCIAL PLANNING
We sit on the same side of the table as you and act as your personal CFO. We act in your best interest and as your fiduciary. We don't push products. Period.
We provide comprehensive wealth management and make sure you're meeting your goals by making your money work for you. We help you reach your full financial potential.
Are you ready to start your financial journey? The best way for you to get to know us and for us to get to know you is a no obligations initial meeting. Our two main locations are in Fort Wayne, Indiana and Indianapolis, Indiana but our clients are located all over the US. The possibilities today are endless.
201 E Washington Center Road
Fort Wayne, IN 46825
3625 E 96th Street
Indianapolis, IN 46240
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