We help you plan for and achieve your financial goals

Our firm is dedicated to providing customized planning and management services to our clients, including:

  • Fee Only Investment Management
  • Comprehensive Financial Planning
  • Tax Planning and Compliance

We serve clients across the United States from offices in Muncie and Fishers, Indiana (Indianapolis area).  We are pleased to schedule an initial meeting with prospective clients on a complimentary basis.

Interested in more information? Want to schedule a meeting? Contact Us