Top business sale tax planning financial advisors in Carmel, IN

Drawing on nearly two decades of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Michael Marbaugh is a financial advisor with Raymond James Financial in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial Services since 1999 and is also associated with First Financial Bank and Yellow Cardinal Brokerage Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, employing tailored, non-discretionary advice supported by analytical modeling and risk profiling.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.

Matthew Frechette is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Based in Carmel, IN, he has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Matthew Armendinger is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. He specializes in helping individuals and families with various financial strategies including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Matthew earned his Bachelor's Degree from Fairleigh Dickinson University and remains actively engaged with his alma mater through the Fairleigh Dickinson Young Alumni Association. His professional involvement extends to volunteering as a guest speaker with ALPFA NJ and supporting the Lupus Foundation for America, New Jersey Chapter. Outside of his professional work, Matthew enjoys baseball, basketball, football, golfing, reading, running, spending time with his family, and practicing yoga. He participates in activities such as running with his run club in Jersey City and competing in indoor golf leagues.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.