Overview

We are a fee based only, financial planning RIA that is a wholly owned subsidiary of a larger central Indiana financial services organization. We are looking to merge or purchase other RIA based practices or add individual advisors looking to benefit from greater resources. We can also be a continuity and/or transition plan for advisors looking for retirement options. Even though the financial planning practice is small being part of a larger organization provides access to the latest technology, research and outstanding employee benefits befitting an organization of 400+ employees. Our brand extends beyond the greater Indianapolis area as we look to extend across the state with all of our products and services including financial planning. With robust mortgage and commercial lending programs our customer base has very strong attributes. We have doubled in advisors and AUM in the last three years and look to continue that growth trajectory.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
79 days old

Business Data

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