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Indianapolis (Keystone) Office

Our Indianapolis wealth management office along the Keystone corridor connects clients to the resources of a national firm through financial guidance that reflects the character of Central Indiana.

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Keystone Office: 2920 E 96th Street Indianapolis, IN 46240

M-F 8:00 AM - 5:00 PM

Contact Keystone Office

2920 E 96th Street Indianapolis, IN 46240

M-F 8:00 AM - 5:00 PM

We Know Indianapolis

The Indianapolis metro continues to attract talent and investment across healthcare, technology, financial services, and manufacturing, creating a diverse and growing base of high-net-worth individuals and families. Our Keystone-area advisors work with executives, professionals, and business owners who need a partner capable of addressing sophisticated, multi-dimensional financial goals. Whether navigating a business transition, managing a concentrated position, or building a long-term estate plan, our Indianapolis financial advisors provide seasoned, integrated counsel grounded in a thorough knowledge of this market.

Wealth Management Services in Indianapolis

Our Indianapolis financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

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Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Indianapolis

The Indianapolis Keystone team at Cerity Partners operates as fiduciaries, bringing specialized knowledge and the full depth of our national platform to every client relationship.

Meet Our Full Keystone Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Additional Nearby Office

Castleton

5750 Castle Creek Pkwy N. Dr., Suite 170 Indianapolis, IN 46250

Our Indianapolis wealth management office in the Castleton area delivers nationally backed financial guidance with an approach shaped by the priorities of Central Indiana clients.

Contact Castleton Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Keystone Office

Our Keystone office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Keystone Office

2920 E 96th Street
Indianapolis, IN 46240

Contact Our Keystone Office

Call Us: (212) 202-1810

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