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Anthony F

Series 65

Fishers, IN

Norwood Economics, Inc.

Anthony Flack is a financial advisor at Norwood Economics, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at firms including OneDigital Investment Advisors LLC, Voya Financial Partners, and OneAmerica Securities. Norwood Economics provides discretionary portfolio management and financial planning to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and offers additional services such as a weekly market newsletter, educational seminars, and pension consulting.

Active portfolio management Retirement income strategy General retirement planning Cash flow / budgeting Retired
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Christopher N

CFA®, Series 65, Series 63

Fishers, IN

Norwood Economics, Inc.

Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

Active portfolio management Retirement income strategy General retirement planning Cash flow / budgeting Retired
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John D

Series 66

Fishers, IN

Norwood Economics, Inc.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

Active portfolio management Retirement income strategy General retirement planning Cash flow / budgeting Retired
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