Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Katharine M
ChFC®, Series 63
Indianapolis, IN
Encircle Financial Strategies
Katharine Marvel is a financial advisor at Encircle Financial Strategies in Indianapolis, IN, holding the ChFC® designation and Series 63 license, with 33 years of industry experience. Her prior roles include positions at Wealth Advisory Solutions, National Planning Corporation, Advantage Investment Management, Marvel Financial Planning, and Walnut Street Advisers. She also maintains a cooking blog called "Kate is Cooking." Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $139 million in discretionary assets across about 240 client households, focusing on tailored financial plans and diversified investment portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters