Indy Wealth Advisors

Financial Planning & Wealth Management

Nathan Zimmerman, AWMA

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Samantha Bush, CFP®

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Matthew Bose, CRPC

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Paul McIntosh

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Market Update Videos

Each month we bring you up to speed with what's going on in the markets and what it may mean for investors. We give timely advice on how to approach different market environments to avoid mistakes and stay on track toward your investment goals.

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^{"Nathan has built a foundation of respect and trust with us with his ‘we are in this together’ position."}

^{This statement is a testimonial by a client of the financial professional as of 03/03/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

CLIENT TESTIMONIALS

^{"During my relationship journey with Nathan I've come to see a knowledgeable, responsive, readily available advisor who is genuinely interested in helping me reach my financial goals."}

^{This statement is a testimonial by a client of the financial professional as of 02/21/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Client Testimonials

^{"My husband and I have been working with Samantha Bush for several years now, and I have to say that the process has been phenomenal."}

^{This statement is a testimonial by a client of the financial professional as of 03/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Client Testimonials

^{"Nathan is a knowledgeable and dependable advisor who truly understands our investment goals. We recommend his services to anyone looking for a qualified advisor."}

^{This statement is a testimonial by a client of the financial professional as of 02/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Client Testimonials

^{"I highly recommend Samantha Bush to anyone looking for a professional and trustworthy financial advisor. Indy Wealth Advisors should be your first & last stop in seeking financial confidence!!!!"}

This statement is a testimonial by a client of the financial professional as of 03/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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Our Process

PLAN

We begin with a thoughtful conversation to understand your unique financial picture, personal priorities, and long-term goals. By clarifying where you are today and where you want to go, we can identify opportunities, address potential challenges, and build a comprehensive financial plan designed to support your objectives with confidence, clarity, and purpose.

BUILD

With your comprehensive plan serving as the roadmap, we work with you to implement customized savings, investment, and retirement income strategies aligned with your goals. Whether you are accumulating wealth or transitioning into retirement, we help design a disciplined approach—including sustainable, tax-efficient distribution strategies—so you can move forward with greater confidence and clarity.

PROTECT

A strong financial plan should prepare you not only for opportunities, but also for life’s unexpected challenges. We’ll review insurance and risk management strategies designed to help protect your income, assets, and loved ones if unforeseen events occur. By planning ahead, we aim to give you greater confidence that your family and financial goals remain supported through whatever the future may bring.

Access to LPL Research

Read weekly, monthly, and semi-annual market updates from our LPL Research team.

LPL Commentary

Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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View All Resources

Questions? Let's connect

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(317) 868-7100

11389 Lantern Road
Fishers, IN 46038

IndyWealth@lpl.com