Get your free financial plan from a Top Indianapolis Fiduciary Advisor.
Get answers to your most pressing financial questions from a local expert with 30+ years of experience.
According to the Schwab 2021 Modern Wealth Survey, 54% of individuals with a written financial plan felt “very confident” they would reach their financial goal, compared with only 18% of non-planners.
Any and all information you provide is strictly confidential.
For investors with $500K+.
How it works
Step 1
You answer a series of 7 questions to help our team understand your unique situation.
Step 2
Our team takes the information you provide and complies a custom, no obligation financial plan.
Step 3
You and our Founder and CEO, Paul Bullock, meet (virtually, or in person) to discuss your custom plan.
No Cost or Financial Obligation. The plan is yours to keep.
Any and all information you provide is strictly confidential.
For investors with $500K+.
No Cost or Financial Obligation.
Gain confidence in your financial future with no strings attached
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
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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.
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