Greenwood, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Financial Plans & Strategies, Inc.
Team
Firm-wide stats for Financial Plans & Strategies, Inc.
About
Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates and employer-sponsored retirement plans, offering discretionary asset management, retirement plan advisory, financial planning and consulting. Its service model includes portfolio management, participant education and enrollment support for plans, written financial plans, and periodic client reporting.
FPS tailors portfolios to each client’s objectives, time horizon and risk tolerance, employing both fundamental and technical analysis and selecting a focused set of institutional managers based on people, process and research. The firm exercises discretionary authority for many accounts, conducts ongoing monitoring and rebalancing, and conducts annual or ad hoc reviews in person, by video conference or by telephone.
Noteworthy distinctions disclosed in the brochure include an affiliated insurance agency, Financial Planning Investments Inc., and that certain FPS professionals are licensed insurance agents who may receive commission-based compensation for insurance products—an arrangement the firm identifies as a potential conflict of interest. FPS also manages approximately $610.6 million in client assets while serving over 1,000 clients with a six-advisor team, a client load that is larger per advisor than many peers, and notes a long operating history (founded 1982) with a recent ownership transition in 2025.
Based on Financial Plans & Strategies, Inc.
Expertise
Based on Financial Plans & Strategies, Inc.
Location
375 N. Madison Avenue
Greenwood IN 46142-3636
Advisors at this office
5
Advisors at this office
Maxwell B
Series 63, Series 65
Greenwood, IN
Financial Plans & Strategies, Inc.
Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.
Maggie M
Series 63, Series 65
Greenwood, IN
Financial Plans & Strategies, Inc.
Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.
Grant N
Series 65
Greenwood, IN
Financial Plans & Strategies, Inc.
Grant Nailor is a Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.
Bauer S
CFP®, Series 63, Series 65
Greenwood, IN
Financial Plans & Strategies, Inc.
Bauer Schmeltz is a CFP® professional with 10 years of industry experience, currently serving at Financial Plans & Strategies, Inc. since 2020. Prior to that, he worked at Charles Schwab & Co., Inc. and Foresters Financial Services. Outside of advisory work, he is an owner and insurance agent at Financial Planning Investments Inc. and an investor in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management and tailors portfolios using fundamental and technical analysis, conducting ongoing monitoring and periodic client reviews.
Seth R
Series 65
Greenwood, IN
Financial Plans & Strategies, Inc.
Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.
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