A complete list of active advisors currently associated with Human Capital Wealth Management

Warmer can help you find a great advisor at Human Capital Wealth Management or one who fits your needs even better.

Human Capital Wealth Management is an Indiana‑registered independent advisory firm that provides investment management, financial planning, and business consulting services to individuals, families, corporations and other businesses. The firm also offers fractional CFO and business coaching engagements and conducts educational seminars and speaking engagements that are intended to be purely informational rather than individualized investment recommendations. The firm’s investment process emphasizes strategic asset allocation with tactical deviations, using a mix of passive and active vehicles and applying fundamental, technical and cyclical analysis where appropriate to a client’s goals and risk tolerance. It manages accounts on both discretionary and non‑discretionary bases and integrates planning topics—retirement, tax considerations, estate issues, employee benefits and risk management—into portfolio construction under a fiduciary standard. Notably, Human Capital provides portfolio management to corporate and business clients and offers ongoing fractional CFO services alongside traditional wealth management, services less commonly provided by solo independent advisers. The firm reports approximately $10.1 million in discretionary assets under management and explicitly markets paid seminars (with an option for occasional pro‑bono presentations), a combination of institutional coverage and public education that is uncommon among its peers.

To learn more about the advisors currently working at Human Capital Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.