From the very beginning of your career to the end, we will help you with securing the future you've always wanted. Indianapolis-based WealthPoint Advisors provides comprehensive, personalized financial planning services to clients across the country in a transparent, collaborative environment. As a fee-only Registered Investment Advisor, we are bound by our fiduciary duty to put clients first at all times.
Your career has really started to take off, and you know that you need to have a plan for personal finance and investing, but aren't sure where to start. We can help you navigate these life events and build the foundation for a successful financial future. You're achieving great things, both professionally and personally.
Your career has really started to take off, and you know that you need to have a plan for personal finance and investing, but aren't sure where to start. We can help you navigate these life events and build the foundation for a successful financial future. You're achieving great things, both professionally and personally.
Services
At WealthPoint, we hold our advisors to a very high standard. Each advisor is a Certified Financial Planner (CFP), which requires rigorous coursework, years of experience, a comprehensive exam, and ongoing education requirements. Our educated team of advisors work extremely hard to guide you at each step of your financial journey.
We know that we can't promise what your future will hold. But we can promise that our team at WealthPoint Advisors will work hard to secure your tomorrow, today. Our competitors charge big fees for little service. We're here to turn that around. We aren't associated with any banks, insurance companies, or brokerage firms, so we can offer our clients solid, research-based advice backed by our years of industry experience.
First, during our initial Discovery Meeting, we learn as much about you both qualitatively and quantitatively as we can. We seek to understand your unique situation and your dreams for the future. 2. Next, during our Investment Plan Meeting, after we know where you want to go, we illustrate strategies that we believe will help improve your situation and build a path toward a better future.
We believe everyone deserves quality advice and direction when it comes to their finances. We also believe each person's situation is unique, and a "one-size-fits-all" approach is not the answer. That is why we take the time to get to know our clients and provide personalized advice that fits your specific needs and goals.
At WealthPoint, we value ongoing education and believe it is important to share this knowledge with our friends and clients. Please let us know if you have any issues accessing our resources below. Form ADV is the uniform form used by investment advisers to register with the Securities and Exchange Commission (SEC) and state securities authorities.
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