Indianapolis, IN N. River Road Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

5

Of 728 advisors across 322 offices

Location

8555 N. River Road, Suite 350

Indianapolis IN 46240

Advisors at this office

5

Advisors at this office

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Darcey K

CFP®, Series 65

Indianapolis, IN

Edelman Financial Engines

Darcey Keller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Edelman Financial Engines in Indianapolis, having previously worked at Financial Engines Advisors L.L.C. and OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Everett B

Series 63, Series 65

Indianapolis, IN

Edelman Financial Engines

Everett Barnes is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a prior role at Tmfs Advisors, LLC. Based in Indianapolis, IN, he is part of a large advisory team within the firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Andrew S

CFP®, Series 65

Indianapolis, IN

Edelman Financial Engines

Andrew Smith is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Edelman Financial Engines and its predecessor firms since 2016, with prior experience at TMFS Advisors, LLC. Smith serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Vincent M

Series 63, Series 65

Indianapolis, IN

Edelman Financial Engines

Vincent McMahon is a financial advisor with Edelman Financial Engines in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. McMahon serves as a director and treasurer on the Lockerbie Terrace Board, overseeing the board’s financial matters. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar

Eric W

Series 63, Series 65

Indianapolis, IN

Edelman Financial Engines

Eric Wasson is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm or its predecessors since 2015, including a prior role at Tmfs Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and supports a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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