We are a 35 year, independent fee-based financial planning firm who is seeking a very elite group of advisers of similar beliefs and practices to join our firm. We provide sophisticated yet adaptable comprehensive financial planning systems, to allow you, the adviser, to focus on two things; helping your existing clients and prospecting for new clients .
We furnish administrative and para-planning support, state of the art financial planning software and CRM programs, as well as processes and compliant educational programs which can be used to enhance your current clients' experience or to build your business through work-site educational programs. We can provide the training for these processes and will work with you directly to build your clientele.
We are also equipped and financially able to provide a more established advisor an opportunity for succession into retirement, (gradual if desired) giving your clients a new home where they will remain cared for.
We comply with the highest fiduciary standards. Our practice has been built on the principals of comprehensive financial planning and it is preferable that our advisers are, or are on track to become a CFP®,CERTIFIED FINANCIAL PLANNER™Practitioner.
We are conveniently located in an historic area easily accessible from Fishers, Carmel, Greenwood and down-town Indianapolis. Fully furnished office space with VOIP phone system is available.