Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses, and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in transition planning, estate planning, tax planning and preparation, nonprofit financial management, executive financial counseling, and much more.
Not from Indiana? Our advisors are not bound by geography. They work with clients across the country.
5750 Castle Creek Parkway Drive North
Indianapolis, Indiana 46250
We're comprised of:
Stephen Klingler, CFP®
Principal
Andrew Verdeyen, CFP®
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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
James Izard II
Partner
Curious about learning more? Let’s talk.
