"Nathan Zimmerman’s professionalism and knowledge took away our fears of the unknown in planning for our retirement. He immediately made us feel comfortable to ask questions as he assisted us in learning and understanding our financial portfolio and next steps. Nathan has built a foundation of respect and trust with us with his ‘we are in this together’ position."

       - Dan & Susan H

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.

"Samantha Bush has been my financial advisor for a few years now. After relocating to the Indianapolis area I wanted to find a local financial firm close to me. After meeting with several different financial advisors I knew Samantha was my person. She never pressured or persuaded me. She was very honest about my financial future, regardless if I liked what she had to say about it or not. She truly had my best interest in mind even before I decided to go with her. She's very knowledgeable in her field and has a deep understanding of the financial markets. From our first meeting, she took the time to truly understand my goals and needs and put me at ease. She's an excellent listener and is an exceptional communicator!! She is always just a phone call away regardless if she's in the office or on vacation and answers complex questions in ways I can understand. I highly recommend Samantha Bush to anyone looking for a professional and trustworthy financial advisor. This isn't just a job for her, it's her passion, she ALWAYS has my best interest in mind, she's simply the best!!! Indy Wealth Advisors should be your first & last stop in seeking financial confidence!!!!"

           - Jackie H

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.

"Nate and his team have been professional and knowledgeable and provided me a better understanding of my circumstances. I would like to thank them for all the financial advice they have provided me regarding my retirement goals and investments. I would not hesitate in recommending them to my friends."

         - Bren F

This statement is a testimonial by a client of the financial professional as of 03/04/2025. 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.

"Samantha is an excellent financial advisor. She took the time to get to know us personally and to fully understand our goals. She goes above and beyond to help ensure we always understand our investments. She exhibits a great deal of patience in answering our many questions. She helped us to successfully pursue our retirement goals and is always there to assist us with every new adventure of life. We have recommended her to friends and family without hesitation, knowing she will provide them with solid financial advice."

       - Martin & Barbara M

This statement is a testimonial by a client of the financial professional as of 03/13/2025. 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.

"When I first met Nathan, I was well into my career and looking at a man many years my junior. That meeting was over a decade ago now. 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. We have had many discussions where I would express my concerns, ideas, and ultimate goals. Nathan used the lost art of listening and then offered up ideas and initiatives to support the overall long term financial goals he knew were important to me. Now he knows me well and will several times a year call to discuss initiatives to reach my goals. I have had a successful professional career in good part because I always wanted to surround myself with smart people. That's Nathan. I believe that trust and respect are earned and not just handed out because of someone's title. I am proud to say that Nathan, over many years, has earned my trust and respect. Integrity never takes a day off. That's Nathan."

           - Wayne K.

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.

"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. As a nurse, financial investments and the nitty-gritty are simply not my bag. My husband, on the other hand, loves to get into the detail. The terrific part of LPL and having Sam as our financial planner is that she speaks to both of us and meets us where we are. I never feel intimidated, and my husband never feels talked down to. The process of staying on top of our investments and retirement planning is so easy for us. Easy...why easy? Because we have just the amount of contact we need. Samantha reaches out to us. She comes to our home. She even loves on our dog. What more could we want?"

     - Rhonda A

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.

"I take my investing and pursuit of wealth quite seriously and tend to do a lot of independent research. When Nathan and I get together, he is very receptive to my suggestions and I like to think we learn from each other. I regularly make contact with Nathan by phone or email and it is almost like he is available 24/7 because I often get an immediate response, even if it is after work hours or over the weekend. I have to remind him that when I contact him outside of business hours I don't really expect an immediate response and he can get back to me when he is back in the office. It goes without saying that he is extremely responsive to his clients. I can recommend without reservation the financial planning services of Nathan Zimmerman."

     - Tony & Sharon H

This statement is a testimonial by a client of the financial professional as of 03/04/2025. 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.

"As we continue to take steps towards retirement, we appreciated the professionalism and communication from Nathan and the IWA team in assisting with our journey. Nathan has addressed our concerns over the years with regular updates and evaluations of our progress."

     - Mike & Lisa B.

This statement is a testimonial by a client of the financial professional as of 03/13/2025. 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.

"Nathan is a knowledgeable and dependable advisor who truly understands our investment goals.  His timely advice has been invaluable in helping us make informed financial decisions. We recommend his services to anyone looking for a qualified advisor."

             - Jan C. & Panda D.

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.

"After many years, what I enjoy most about Nathan and his team is trust. I also enjoy the quick and detailed turn-around on any questions or concerns, which I have found to be very comforting."

            - Jerry G.

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.