Deerfield
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,134,603,471
Clients
310
Advisors
7
of 14 employees
About
Deerfield advises individuals (both non‑HNW and high‑net‑worth), retirement plan sponsors, trusts, estates and corporate clients, offering Wealth Management that combines investment management, financial planning and consulting. The firm serves roughly 310 clients and reports about $1.176 billion in assets under management, delivered by a six‑advisor team operating from eight offices.
Deerfield implements individualized portfolios through multiple firm models and a monthly CIO Cabinet review, describing a modified passive, asset‑class fund approach that emphasizes diversification, low turnover and long‑term holding. The firm manages both discretionary and non‑discretionary accounts, uses Charles Schwab as its primary custodian and makes Schwab’s Institutional Intelligent Portfolios available for smaller accounts.
Compared with many peer team firms, Deerfield’s multi‑office structure is notable, and its public communications include endorsements, client testimonials and advertising of third‑party ratings—practices that are uncommon among similar advisors. Its Schwab relationship also provides prime‑brokerage capabilities (access to new‑issue bonds and broader fixed‑income inventory), and its disclosures indicate support for features such as borrowing in separately managed accounts, a service offered by relatively few firms in this category.
Client services
Expertise
Fee options
Fixed fees for financial planning typically range from $1,500 to $6,000; setup fees for Wealth Management Services up to client’s ongoing annualized fixed fee
$0 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.65% $4,000,001 - $6,000,000: 0.55% $6,000,001+: 0.45%
$400 per hour for financial planning services
Monthly payment option available via AdvicePay for fixed fees, typically divided into 12 monthly payments
Minimum fee: Fixed fee component typically ranges between $2,500 and $15,000 annually for Wealth Management Services; some clients pay fixed fees between $4,000 and $8,000 annually Fee-only: Fee-only Financial Planning and Investment Advisory Services
Main office
310 E. 96th Street, Suite 375
Indianapolis IN 46240
Advisors at this office
7
Most active in
California · Florida · Illinois · Indiana · Massachusetts · Texas
Also doing business as
Deerfield · Deerfield Financial Advisors Inc · Deerfield Financial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marcus M
CFP®, Series 66
Indianapolis, IN
Deerfield
Marcus Miller is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Deerfield Financial Advisors since 2012, working as part of a seven-advisor team based in Indianapolis, IN. Deerfield serves a diverse client base including individuals across wealth levels, retirement plan sponsors, trusts, estates, and corporate clients. The firm employs a modified passive, asset-class fund investment approach focused on diversification, low turnover, and long-term holding, managing roughly $1.176 billion in assets from multiple offices.
Nathan M
Series 66
Indianapolis, IN
Deerfield
Nathan Melchi is a financial advisor at Deerfield with a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and State Bank. Deerfield advises individuals, retirement plan sponsors, trusts, estates, and corporate clients by combining investment management, financial planning, and consulting. The firm manages approximately $1.176 billion in assets across roughly 310 clients, using a diversified, modified passive investment approach through multiple models and monthly portfolio reviews.
Aidan F
CFP®
Indianapolis, IN
Deerfield
Aidan Finet is a CFP® professional with eight years of experience at Deerfield Financial Advisors. Prior to joining Deerfield, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has a background that includes time at Indiana University. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive management style focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.
Bradley C
CFP®, Series 63, Series 65
Indianapolis, IN
Deerfield
Bradley Cougill is a CFP® with 26 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cougill manages farming activities through a family LLC located at his residence. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm employs a diversified, asset-class-focused investment approach with a modified passive management style, utilizing low-cost funds and periodic rebalancing.
Kent D
CFP®, Series 66
Indianapolis, IN
Deerfield
Kent Delph is a CFP® professional with eight years of industry experience, currently serving as an advisor at Deerfield since 2026. His prior experience includes roles at Facet Wealth, Evans May Wealth, Integrated Planning and Wealth Management, and Charles Schwab. Deerfield advises individuals across a range of wealth levels, retirement plan sponsors, trusts, estates, and corporate clients, managing approximately $1.176 billion in assets. The firm employs a modified passive, asset-class fund approach that emphasizes diversification, low turnover, and long-term holding, and operates through multiple offices with a team-based structure.
Susan S
CFP®
Indianapolis, IN
Deerfield
Susan Steel is a CFP® professional with 26 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. since 1991. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive investment approach focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.
Matthew R
CFP®, Series 63, Series 65
Indianapolis, IN
Deerfield
Matthew Roop is a CFP® with 14 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2015. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in assets and employs a diversified, asset-class-focused investment approach with a modified passive management style.
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