redefining-financial-advice -updatedNEXTGEN WEALTH MANAGEMENT FINANCIAL PLANNING INVESTING
For High Income Professionals with Stock Compensation and Inherited Accounts.
Located In Indianapolis, IN. Serving Clients Nationwide.
As Seen In
Our Three Service Offerings:
estate-planningEquity Compensation
Analysis
Investment-analysisRetirement Planning
cash-flowCash flow.
risk-managementInsurance & Risk Management.
documentTax Prep & Planning
Investment-analysisInvestment Management
risk-managementFinancial Planning
estate-planningEstate/Legacy Planning
cash-flowRisk/Reward Optimization.
Investment-analysisDiversification.
risk-managementLow Cost Investment Selection.
estate-planningTax Loss
Harvesting.
Specialties-update-imgWhat We
Do Best.
We offer expertise in a variety of areas but here are a few of our specialties:
pay-only-for-the-service-you-needPay only for the service that you need.
Our modern pricing packages include: a monthly subscription, a monthly retainer and pay-by-the-hour advice.
advicersWe are more than
advisors.
We are trusted guides. Fiduciaries and CFP® certified professionals, committed to helping you navigate the complexities of your financial life.
That means no confusing products, no pushy salesman. Just plain, transparent financial advice to help you build and manage wealth.
our-partnersWe’re New,
Our Partners
Are Not
Here’s just a few of the industry leaders that we work with:
charles-schwab-logo 
vanguard-logo 
xypn-logo 
bc-brokerage-master-logo-large-full-lockup-color-1-rgb-900px-w-72ppi (5) 
right-capital-logo-updated 
advicepay-logo
updated-img-bandbNight Hours.
We understand the challenges of a busy schedule. Whether you’re coming home from work, putting the kids to bed, or handling late-night errands, our team is flexible to meet when it’s most convenient for you.
Don’t make your financial decisions alone.
Explore advice that goes beyond the numbers. Discover how we can lead you on your journey to financial success.
FAQs
Who do you work with?
Our services are for anyone who values comprehensive, transparent, goal-oriented financial advice.
We have worked with households that vary widely on the net worth spectrum. From those in the early wealth building years to those in the later stages of wealth transfer to the next generation.
Do I have to move my investments to WealthGuides to work with you?
No!
For those uninterested in our investment management or wealth management services we offer financial planning via our monthly subscription model and pay-by-the-hour advice.
How is my account invested?
We take a goals-based approach to investing. By identifying your financial goals first we can implement investment strategies that achieve the optimal balance of risk and return. We primarily utilize low-cost diversified mutual funds and exchange traded funds (ETFs) to implement those strategies.
How do you charge for your services?
We offer flexible pricing based on your selected service and desired payment method.
Our transparent and unique pricing model is posted right on our website for all to see.
Do you offer discounts?
Yes!
We offer discounts on our monthly financial planning subscription for clients that decide to start investing with us. You’ll still be charged for our investment management service but your total price for the package of both services will go down.
Additionally, if investing more than $600,000 you will automatically be switched over to our Wealth Management New Heights offering. Which includes additional services such as Tax Preparation, Tax Planning, and Estate Planning for no additional cost.
Can I change my payment method later?
Yes, our pricing structure is designed to be flexible. If your situation changes, we are happy to move you to a different service model.