Westfield, IN Office

Fiduciary Financial Partners serves individuals — including high-net-worth households — and employer-sponsored retirement plans, providing comprehensive wealth management, financial planning, and retirement plan advisory and consulting services. The firm reports roughly $293 million in assets under management, operates with a five-advisor team supporting about 213 client relationships, and maintains five offices.

The firm offers both discretionary and non-discretionary portfolio management integrated with written financial plans prepared using e-Money software, and it implements strategies using mutual funds, ETFs, individual securities, and third‑party sub‑advisers. It discloses a sub‑advisory arrangement with SyntheticFi for strategy implementation, conducts at least annual account reviews, and uses a third‑party order management platform (Pontera) to facilitate management of held‑away retirement participant accounts.

In its regulatory disclosures the firm notes relationships that are less common among similar team firms: an investment adviser representative affiliation with a broker‑dealer that permits commission‑based sales, and that certain managers, members, or registered employees are licensed insurance agents who may recommend insurance products and receive commissions, which can create conflicts of interest. The firm also participates in institutional custodian programs and discloses the use of advertising that includes testimonials, and it levies separate sub‑adviser/platform fees when using third‑party strategies.