Gettings Busch Wealth Management logo

Gettings Busch Wealth Management

Updated today

Client AUM

$535,334,407

Clients

877

Advisors

11

of 11 employees

About

Gettings Busch Wealth Management (BCGM), doing business also as Aurora Financial Strategies, provides investment advisory and wealth‑planning services to individuals (including high‑net‑worth clients), foundations, employer‑sponsored retirement plans, trusts, and corporations. The firm offers discretionary and non‑discretionary portfolio management, standalone financial planning and consulting, retirement plan services (including ERISA 3(21) and 3(38) engagements), and can allocate client assets to independent third‑party managers.

BCGM describes an active, research‑driven investment process managed in‑house that emphasizes asset allocation, diversification, and use of low‑cost ETFs, institutional mutual fund share classes, and, when appropriate, individual equity portfolios or alternative investments; the team uses Morningstar and other institutional research tools to support decisions. Performance reporting is provided to clients via the firm’s technology platform (Orion) and by independent managers, and the brochure explicitly cautions that past performance is not a guarantee of future results.

The brochure discloses several features that distinguish the firm from many peers, including operating under two DBAs, a selective third‑party manager program where managers provide performance reports and the firm receives a portion of manager fees, and specific operational policies such as donating any gains from trade‑error corrections to charity. It also notes co‑branded advisor representative arrangements and consulting relationships with broker‑dealers, each of which the firm identifies as creating potential conflicts of interest that are addressed in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

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Fee options

Fixed

Financial planning fixed fees range from $250 to $5,000 depending on complexity.

Percentage

Negotiable up to 1.15% annually (maximum fee)

Project-based

Approximately $250 per hour for consulting.

Other

Account minimum: $100,000

Main office

672 Main Street, Suite 300

Lafayette IN 47901

Advisors at this office

11

Most active in

California · Florida · Illinois · Indiana · Michigan · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · South Carolina · Tennessee · Texas

Also doing business as

Aurora Financial Strategies · Bcgm Wealth Management, LLC · Gettings Busch · Gettings Busch Wealth · Gettings Busch Wealth Management · Gettings Reed · Gettings Reed Financial

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William G

CFP®, ChFC®, Series 63, Series 65

Lafayette, IN

Gettings Busch Wealth Management

William Gettings is a CFP® and ChFC® with 43 years of experience in financial advising. He is currently with Gettings Busch Wealth Management, a team of seven advisors based in Lafayette, IN. His prior experience includes roles at BCGM Wealth Management Group, Creative Financial Designs, and Gettings Reed Financial Services. He also serves as an adjunct professor at Purdue University. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, and offers both discretionary and non-discretionary services including ERISA plan management and institutional consulting.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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Reed H

ChFC®, Series 65

Lafayette, IN

Gettings Busch Wealth Management

Reed Hubbert is a financial advisor at Gettings Busch Wealth Management with a ChFC® designation and two years of industry experience. He previously worked at BCGM Wealth Management LLC and has experience with Valparaiso University and the Kokomo Parks Department. Outside of his advisory role, he serves as a football coach at Western Middle School in Russiaville, IN. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans with a research-driven investment approach. The firm combines active portfolio management with diversification across mutual funds, ETFs, equities, and alternative investments, offering both discretionary and non-discretionary services.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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William C

CFP®, Series 66

Lafayette, IN

Gettings Busch Wealth Management

William Cardwell is a CFP® with 17 years of industry experience, currently serving at Gettings Busch Wealth Management. His prior experience includes roles at Bcgm Wealth Management, LLC, CFD Investments, Inc., and Creative Financial Designs. Cardwell is also a licensed independent insurance agent offering life, health, and fixed annuities. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting. The firm employs a research-driven investment approach that combines active portfolio management with diversified assets, and it offers detailed performance reporting including firm-prepared and third-party reports.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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Rishabh G

Series 65

Lafayette, IN

Gettings Busch Wealth Management

Rishabh Goyal is an advisor at Gettings Busch Wealth Management with a Series 65 designation and one year of industry experience. His prior roles include positions at Strategic Wealth Group and Simple Mills. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven approach emphasizing asset allocation, diversification, and low-cost investment vehicles, supported by institutional research tools and technology platforms.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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Scott B

Series 66

Lafayette, IN

Gettings Busch Wealth Management

Scott Busch is a financial advisor at Gettings Busch Wealth Management with nine years of industry experience. He has worked at several firms including BCGM Wealth Management, CFD Investments, Creative Financial Designs, and Infosys Limited. Outside of advisory work, Busch volunteers on committees for local nonprofit organizations such as United Way of Greater Lafayette and the Tippecanoe Arts Federation. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach focused on asset allocation and diversification using low-cost ETFs, institutional mutual funds, and alternative investments.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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Pierce R

Series 66

Lafayette, IN

Gettings Busch Wealth Management

Pierce Roe is a financial advisor at Gettings Busch Wealth Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for nine years. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach utilizing asset allocation, diversification, and low-cost ETFs, institutional mutual fund share classes, and alternative investments when appropriate.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
user avatar

Jackson C

Series 65

Lafayette, IN

Gettings Busch Wealth Management

Jackson Collins is a financial advisor at Gettings Busch Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held positions at First Farmers Bank and Trust and worked in education and service roles including at Purdue University and Maconaquah Schools. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs a research-driven investment process focused on asset allocation, diversification, and the use of low-cost ETFs and institutional funds, supported by technology platforms for performance reporting.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
user avatar

Brian I

Series 65

Lafayette, IN

Gettings Busch Wealth Management

Brian Iles is a financial advisor at Gettings Busch Wealth Management in Lafayette, IN, holding a Series 65 designation. He has been with Gettings Busch Wealth Management since 2025 and previously worked for the Logansport Fire Department for 12 years. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach that combines active portfolio management with diversification across mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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Chad G

Series 65, Series 63

Lafayette, IN

Gettings Busch Wealth Management

Chad Gifford is a financial advisor at Gettings Busch Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and LPL Financial. Outside of his advisory role, he is a partner in several real estate-related LLCs where he manages maintenance and operational tasks. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach focused on asset allocation, diversification, and the use of low-cost ETFs, institutional mutual funds, and alternative investments.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
user avatar

James M

CFP®, Series 63, Series 66

Lafayette, IN

Gettings Busch Wealth Management

James Macdonald is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Gettings Busch Wealth Management, where he has worked since 2020 and previously was affiliated with Gettings Reed Financial and Creative Financial Designs. Macdonald serves as a board member for the West Lafayette Public Schools Education Foundation and is involved in independent insurance sales on a part-time basis. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting with a research-driven investment approach that combines active portfolio management and diversification.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
user avatar

Austin C

CFA®, Series 66

Lafayette, IN

Gettings Busch Wealth Management

Austin Crites is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Gettings Busch Wealth Management and has previously worked at Goelzer Investment Management. Crites is an adjunct professor at Marian University and serves as a finance committee member for One 17 International. He is also the owner and Chief Investment Officer of Aurora Financial Strategies. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, including mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Established Professionals
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