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We’ve helped residents and small businesses in Hendricks, Boone and Putnam Counties pursue their financial goals for over three decades.

We’ve helped residents and small businesses in Hendricks, Boone and Putnam Counties pursue their financial goals for over three decades.

Take advantage of our innovative, data-driven approach.  

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals. That's why we begin by reviewing your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Services

In addition to working tirelessly on your behalf, we offer an array of services to those in our community.

Retirement

Pursuing retirement dreams in the future requires a strong foundation now.

Lifestyle

From budgeting to cash flow analysis, we'll work to help you live your dream life.

Investment

We know how to create a portfolio that designed around your needs.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy. We can help.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Take the Next Step

Work with an objective wealth management firm that has your goals in mind.

Client Testimonials


This advertisement contains an unpaid and solicited testimonial. The experiences and views shared by the reviewers may not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Call Us

765-653-2040


Address

101 East Washington Street

Greencastle, IN 46135