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Showing 1 - 12 of 17 results
BEDEL FINANCIAL CONSULTING, INC.
BEDEL FINANCIAL CONSULTING, INC.
Indianapolis, Indiana
25-49 employees
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC. We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. With this rare approach, we can provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward. Moreover, your plan is tailored to your unique situation with a balanced investment strategy that ensures a complete assessment of your financial standing. Our multidisciplinary approach empowers you and allows us to be 100 percent committed to your success. Our highly credentialed staff hold the premier designations in our industry, Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. Just starting out? Our GenerationNeXt™ service is intended to partner with those between 25-40 seeking to establish a solid financial foundation. Our GenNeXt™ team works to progressively guide the next generation of wealth accumulators towards their own affluent path. Due to the current regulatory environment, Bedel Financial Consulting, Inc. does not accept recommendations or endorsements.
Retirement Benefits Rank
Top Benefits
WOODLEY FARRA
WOODLEY FARRA
Indianapolis, Indiana
1-24 employees
Woodley Farra is an investment advisor registered with the Securities & Exchange Commission. The firm's revenues are derived solely from fees based on the asset value of client portfolios. We create and implement a client's portfolio exclusively with individual stocks and bonds. This is achieved through the firm's internal research and independent decision-making processes. In conjunction with our independent research strategy, Woodley Farra Manion also publishes a monthly analysis of market conditions and economic activity. This update considers national and global factors, as well as governmental and political actions. To read our most recent analysis, please visit our company web site and select “ Market and Economic Dashboard “ We keep our clients informed through concise, yet thorough, quarterly performance reports. Our portfolio managers continually monitor client investments and implement changes when warranted.
Retirement Benefits Rank
Top Benefits
GOELZER INVESTMENT MANAGEMENT, INC.
GOELZER INVESTMENT MANAGEMENT, INC.
Carmel, Indiana
25-49 employees
With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Retirement Benefits Rank
Top Benefits
WALLINGTON ASSET MANAGEMENT, LLC
WALLINGTON ASSET MANAGEMENT, LLC
Indianapolis, Indiana
1-24 employees
Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.
Retirement Benefits Rank
Market Competitive
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Indianapolis, Indiana
50-99 employees
You’ve built a career and a business focused on taking care of the people you serve — 𝐬𝐨 𝐡𝐚𝐯𝐞 𝐰𝐞. Since our founding in 1981, Thurston Springer has been dedicated to helping financial advisors prosper in business and in life. Today, we’re a national, independent registered investment advisor and full-service broker-dealer offering: - A comprehensive wealth management platform - Your choice of business affiliation models - A best-in-breed technology stack - Trusted leadership dedicated to serving the advisor-client relationship Everything you need to service your clients and the autonomy to operate and grow the way you want — 𝐈𝐭’𝐬 𝐑𝐢𝐠𝐡𝐭 𝐇𝐞𝐫𝐞.
Retirement Benefits Rank
Below Market
SHEPHERD FINANCIAL, LLC
SHEPHERD FINANCIAL, LLC
Carmel, Indiana
25-49 employees
We believe in making a difference in employees'​ lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
Retirement Benefits Rank
Market Leading
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DEERFIELD FINANCIAL ADVISORS, INC.
DEERFIELD FINANCIAL ADVISORS, INC.
Indianapolis, Indiana
1-24 employees
Wealth is a measure of financial resources. For some, it symbolizes status and materiality and is simply a way to keep score. For others, it can mean so much more. It's about pursuing and promoting their most worthwhile causes. Whether you are focused on securing your family's financial independence or aspire to meaningfully enrich the lives of others in your community or beyond, we know how to help. Focusing your wealth on your most worthwhile causes is what we call Wealthwhile planning.
Retirement Benefits Rank
Market Leading
STOREN TAX & FINANCIAL GROUP, INC.
STOREN TAX & FINANCIAL GROUP, INC.
Brownsburg, Indiana
25-49 employees
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.
Retirement Benefits Rank
Market Competitive
STRATEGIC CAPITAL PARTNERS, LLC
STRATEGIC CAPITAL PARTNERS, LLC
Indianapolis, Indiana
1-24 employees
Strategic Capital Partners, LLC (SCP) is a commercial real estate developer who invests in, develops, owns and operates properties in top tier submarkets in Charlotte, Cincinnati, Indianapolis, Nashville, Northern Virginia and Raleigh/Durham. SCP is the general partner in more than $800 million of office, industrial, multi-family and student housing properties which total nearly ninemillion square feet. The SCP team includes real estate professionals with many years of industry experience in private equity, development, banking, property management and brokerage including Gene Zink and Richard Horn who were both long-serving senior executives at Duke Realty (NYSE:DRE). For more information, please visit www.strategiccapitalpartners.com.
Retirement Benefits Rank
Below Market
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Indianapolis, Indiana
1-24 employees
Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are here to help you with: • Savings planning • Small business-owner issues • Mid-career planning • Retirement savings & managing distributions • Divorce planning • Women’s financial planning • Middle-income financial planning • Cash flow/budgeting/credit issues • Charitable giving planning • Education planning • Risk management & insurance planning • Investment planning • Estate planning & tax strategies Market Street will help you gain financial freedom and make better financial decisions, whether you’re saving up to buy your first house or starting to make retirement plans. We roll up our sleeves, break down the numbers, and offer clear, simple recommendations to help build—and strengthen—your financial future. It’s that simple.
Retirement Benefits Rank
Top Benefits
FINANCIAL ENHANCEMENT GROUP LLC
FINANCIAL ENHANCEMENT GROUP LLC
Lafayette, Indiana
25-49 employees
Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial advisors eclipses the idea of a simple asset allocation; we focus on tax strategies, retirement planning, and estate planning as well as asset management for the clients we serve. Financial Enhancement Group uses a team dynamic, featuring a staff of diverse, highly qualified professionals with different strengths, but the same core beliefs about investment and retirement planning. This is how we can give our clients the unique depth of service and the tax strategies that are necessary to optimize their plans as they move along life's journey. Financial Enhancement Group is an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Laggard
SHEAFF BROCK INVESTMENT ADVISORS, LLC
SHEAFF BROCK INVESTMENT ADVISORS, LLC
Indianapolis, Indiana
25-49 employees
Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio. Our success is directly tied to yours, because the only way our income grows is when our assets under management—your assets—grow. We are all pushing the ball in the same direction. Experienced Professionals Who Put Your Interests First You expect and deserve a relationship with unbiased trusted advisors who manage your portfolio with your goals in mind; who provide hands on management of your investments, and we focus on one thing: your financial future. 100 Years of Combined Experience at Your Disposal You deserve independent, unbiased investment solutions. At Sheaff Brock, we work directly with you to ensure that all of your financial needs are identified and addressed. Important disclosures: https://sheaffbrock.com/social-media-disclosures
Retirement Benefits Rank
Market Leading