Contact Us

Headquarters:

121 E 6th St, Suite 2,
Bloomington, Indiana
47408

Phone

(812) 333-0874

Get Started Now

Our clients are intelligent and intellectual people who simply want to have a deeper understanding of their financial lives as they approach retirement. If you or someone you know needs help figuring out their income streams after they retire and the right investment strategies to keep their retirement on track, reach out to us. We care about your progress and want to see you and your family succeed for generations to come.

We at Wellington Investment Advisors want to see you excel in your financial endeavors and well into retirement. Are you ready to take the first step?

Let Us Help You

Discover investment strategies to help your retirement plan thrive
Build tax-efficient retirement income that you won’t outlive
Deal with the ups and downs of the market
Understand your options when it comes to retirement

Schedule a Consultation

Our Locations

Bloomington Indiana

121 E 6th St, Suite 2, Bloomington, Indiana, 47408
paul@wellingtoninvestmentadvisors.com
(812) 333-0874

Michigan Office (advisory business only)

8801 N 32nd St, STE B-1, Richland, MI 49083

Indianapolis Office (by appointment only)

3815 River Crossing Parkway, Indianapolis, IN 46240t Element
(317) 452-8480

Lafayette Office (by appointment only)

300 Main St., Suite 212, Lafayette, IN 47901
(765) 588-1745

Columbus Office (by appointment only)

500 Franklin St., Columbus, IN 47201
(812) 333-0874

Useful links

contact

Bloomington Office:

121 E 6th St., Suite 2, Bloomington, IN 47408
(812) 333-0874

Michigan Office (advisory business only):

8801 N 32nd St, STE B-1, Richland, MI 49083

Indianapolis Office (by appointment only):

3815 River Crossing Parkway, Indianapolis, IN 46240
(317) 452-8480

Lafayette Office (by appointment only):

300 Main St., Suite 212, Lafayette, IN 47901
(765) 588-1745

Columbus Office (by appointment only):

500 Franklin St., Columbus, IN 47201
(812) 333-0874

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Advisory products and services offered by Investment Advisory Representatives through Wellington Investment Advisors, a SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. Private Client Services is not affiliated with Wellington Investment Advisors (or affiliated companies). This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wellington Investment Advisors unless a client service agreement is in place with you.

This site is published for residents of the United States Only. Financial Advisors of Wellington Investment Advisors/ Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor.

Insurance-related services may not be provided to individuals residing in any states other than (IN, MI, TN, AL, OR, MA, SC, AZ, TX).

Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.