A complete list of active advisors currently associated with Michael Associates, LLC
Warmer can help you find a great advisor at Michael Associates, LLC or one who fits your needs even better.
Michael Associates, LLC provides personalized, fee-only financial planning, tax planning, and related advisory services to individuals, trusts, and estates. The firm operates as a small, solo-practitioner practice and delivers written evaluations such as net worth statements and periodic reviews as part of its engagements. Its investment approach emphasizes strategic asset allocation with a core-satellite structure—primarily passive index and exchange-traded funds supplemented by active funds where appropriate—and portfolios may be globally diversified. Investment advice is provided on a non-discretionary basis: clients make final investment decisions and the firm executes trades only with client approval under a limited trading authorization, while custodians provide account custody and performance reporting. Distinctive aspects include the firm’s accounting pedigree, with the lead adviser holding CPA and personal financial specialist credentials, and an integrated tax-preparation capability that can be included in planning or offered separately. The firm also departs from common independent-adviser practice by structuring fees on fixed or hourly terms rather than as a percentage of assets, and by not accepting commissions or performance-based compensation.
To learn more about the advisors currently working at Michael Associates, 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
| 23
|
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