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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Your financial strategy should be just as individualized as your goals, priorities, and vision for what the future holds. At Indy Wealth Advisors, we'll help you align every aspect of your financial life into a comprehensive roadmap designed to accelerate you toward what matters most — building, protecting and enjoying your wealth. Contact us today by calling (317) 868-7100.

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.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Learn More

View All Resources

Questions? Let's connect

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(317) 868-7100

11389 Lantern Road
Fishers, IN 46038

IndyWealth@lpl.com