11389 Lantern Road
Nathan, a Fishers resident and Accredited Wealth Management Advisor, has been helping his clients pursue their financial goals for 13 years. He will work with you to implement a custom-tailored investment strategy based on your unique goals and needs.
Samantha is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in working with clients to prioritize and pursue their most important financial goals. As a Dave Ramsey SmartVestor Pro, she focuses on her client’s needs and best interest.
Matt, a Fishers resident, has been helping clients pursue their financial goals for more than 17 years. Matt is an analyst at heart and works with his clients to build efficient investment portfolios designed to help guide them toward their most important financial objectives.
Sam, an Indianapolis resident, is a problem-solver by nature. He asks questions and listens intently to the unique needs of his clients which allows him to build prudent investment and retirement solutions. Sam believes strongly in client education and will work closely with you in order to create a personalized financial plan that will aid you in pursuing your individual financial goals.
Paul, a Brownsburg resident, is an experienced financial advisor who believes every client should take the time to identify and prioritize their goals through the financial planning process before any big investment decisions are made. Paul can work with you to clarify your objectives and put you on a path towards independence.
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.
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 and the steps necessary to get you there.
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.
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 for your investment goals. Click below to see our most recent video, as well as get caught up on past updates!
Read weekly, monthly, and semi-annual market updates from our LPL Research team.
Our custom wealth management website for clients, WealthLink is your personal portal providing a holistic view of your financial life in one secure location. Here you can aggregate your investments, savings accounts and liabilities into a single dashboard.
It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.
We offer a full library of resources to help boost your retirement planning and financial knowledge.
11389 Lantern RoadFishers, IN 46038