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 thorough discussion to understand your unique circumstances and prioritize your goals. By clarifying where you are today and where you want to be in the future, we can start to build a comprehensive plan to help you address your goals.

BUILD

With your comprehensive plan as the road map, we'll work with you to implement customized savings and investment strategies. Having started with a comprehensive planning process to identify your goals and timelines, we'll know what we are building towards the steps necessary to get you there.

PROTECT

You can only save and invest if you're around to do so! We'll discuss insurance strategies that can help ensure your family is taken care of in case of unforeseen events. We want to prepare you for various curveballs the future may throw your way.