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Showing 1 - 12 of 28 results
VALEO FINANCIAL ADVISORS LLC
VALEO FINANCIAL ADVISORS LLC
Carmel, Indiana
100-499 employees
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Retirement Benefits Rank
Market Leading
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
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
Top Benefits
SYCAMORE FINANCIAL GROUP
SYCAMORE FINANCIAL GROUP
Kokomo, Indiana
1-24 employees
Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.
Retirement Benefits Rank
Top Benefits
GALECKI FINANCIAL MANAGEMENT, INC.
GALECKI FINANCIAL MANAGEMENT, INC.
Fort Wayne, Indiana
1-24 employees
At Galecki Financial Management, we help individuals and families achieve their financial goals. We're anything but a business-as-usual wealth management firm. We're different. Friendly. Casual. And really good listeners. Indeed, that's a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising. We help you identify your short- and long-term goals, and then we work together to achieve them. Lastly, and most importantly, we're fee-only, meaning we're only compensated for our time. Our only incentive is to help you succeed. To schedule a meeting, call (260) 436-8525 or email [email protected]. -- GALECKI FINANCIAL MANAGEMENT INC (“GFMI”) is an SEC registered investment adviser located in Fort Wayne, Indiana. GFMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which GFMI maintains clients. GFMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Retirement Benefits Rank
Top Benefits
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HOUSE INVESTMENTS
HOUSE INVESTMENTS
Carmel, Indiana
All Size Average employees
Investment House, a leading company in the field of financial services, fund management and investment portfolios since its inception in 2001. It is a private Qatari shareholding company. It is licensed by the Qatar Central Bank and operates in accordance with the provisions of the Islamic Sharia through the Fatwa and Shari'a Supervisory Board composed of leading scholars in the State of Qatar. Since its inception, the company has played an important role at the local and regional level in creating a distinctive investment climate by promoting investment opportunities and providing innovative financial and investment solutions and services to investors. The company seeks to contribute strongly to the Qatari economy by offering a distinctive and diverse range of investment services and solutions in Qatar and abroad compliant with the principles and principles of Islamic Sharia. Long and short together, the company seeks to create investment opportunities that meet the aspirations of investors, The Investment House has a track record of achievements in many financial, investment and money management sectors, which have contributed to maximizing the wealth and savings of individuals and institutions.
Retirement Benefits Rank
Top Benefits
AVALON WEALTH ADVISORY, INC.
AVALON WEALTH ADVISORY, INC.
Indianapolis, Indiana
1-24 employees
Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives easier.
Retirement Benefits Rank
Market Laggard
LANTERN GLOBAL ADVISORS
LANTERN GLOBAL ADVISORS
Fishers, Indiana
1-24 employees
Lantern Global Advisors is a boutique investment bank specializing in transaction advisory and consulting in the technology industry.I had the pleasure of working directly with Founders & CEO's on various activities from a strategic and value-adding perspective. This included financial roadmaps, capital raising, M&A, branding and IP strategy. The experience exposed me to the financial and creative rigor required in positioning companies for long-term success.
Retirement Benefits Rank
Market Competitive
NORTH RIVER CAPITAL, LLC
NORTH RIVER CAPITAL, LLC
Fort Wayne, Indiana
1-24 employees
NORTH RIVER CAPITAL, LLC is a company based out of 5642 COVENTRY LANE, FORT WAYNE, Indiana, United States.
Retirement Benefits Rank
Market Laggard
PERICULUM CAPITAL COMPANY LLC
PERICULUM CAPITAL COMPANY LLC
Carmel, Indiana
1-24 employees
Periculum Capital Company is a leading Midwestern investment and merchant banking firm, serving the corporate finance needs of growth and other middle market companies through providing mergers and acquisitions advisory services, corporate finance and capital markets services, special situations services for companies experiencing balance sheet and/ or earnings stress, and merchant banking services. The firm was founded in 1998 with the vision of bringing high levels of financial advisory and transaction skills to middle market companies. Periculum is a registered broker-dealer with FINRA through its operating subsidiary.
Retirement Benefits Rank
Below Market
VESTIA HOLDINGS, LLC
VESTIA HOLDINGS, LLC
Fort Wayne, Indiana
25-49 employees
At Vestia, we believe real wealth isn’t shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most. While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyone’s situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter – real wealth is measured in moments.™ - Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. - Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. - Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions). - Contract negotiation services offered through Vestia Contract Negotiation, LLC. - Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.
Retirement Benefits Rank
Market Laggard