A complete list of active advisors currently associated with Indy Wealth Solutions, LLC
Warmer can help you find a great advisor at Indy Wealth Solutions, LLC or one who fits your needs even better.
Indy Wealth Solutions provides tailored investment management and comprehensive financial planning for individual and high-net-worth clients, developing personalized investment policy statements and asset allocation targets. The firm also offers insurance product sales through a licensed principal and is registered to provide advisory services in multiple states. The firm’s investment approach emphasizes passive portfolio construction using low‑cost index mutual funds and exchange‑traded funds, while also incorporating fundamental, technical, cyclical and charting analysis in portfolio design and review. Accounts are managed largely on a non‑discretionary basis—clients generally approve transactions—and the firm conducts periodic (typically quarterly) reviews and delivers custodial account statements to clients. Noteworthy features relative to peers include the adviser’s role as a licensed insurance agent and the firm’s nearly entirely non‑discretionary assets under management, both of which are uncommon for independent advisory firms. The brochure also discloses a past late regulatory filing that resulted in a small civil penalty, and the firm states it does not accept custody of client assets or charge performance‑based fees.
To learn more about the advisors currently working at Indy Wealth Solutions, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 16
|
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