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Bookends Financial Planning
Indianapolis, Indiana
Bookends Financial Planning is a small investment advisory firm based out of Indianapolis, IN, with three offices strategically located in the city. With a total of six dedicated employees, the firm specializes in providing comprehensive financial planning and investment advisory services to individuals and employer-sponsored 401K plans. Robert Wetzel and Sarah Boston, two of the longest-tenured registered advisors with the firm, bring their extensive experience and expertise to assist clients in achieving their financial goals.
As a trusted financial partner, Bookends Financial Planning manages over 460 individual client relatio...see more
Assets Under Mgmt
$206.4M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Bookends Financial Planning
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