Since 2003, Charles A. Liles & Associates has guided its clients in creating and implementing investment and wealth management plans. The firm is a private, independent and fee-only registered investment advisor serving individuals and families with investment assets under advisement beginning at $1 million.
A disciplined and collaborative process is followed to craft an investment plan during which aspects of insurance, savings and credit, estate planning, family giving and transfers, charitable giving and philanthropy, retirement planning, and taxes are also reviewed and issues identified for further attention.
A disciplined and collaborative process is followed to craft an investment plan during which aspects of insurance, savings and credit, estate planning, family giving and transfers, charitable giving and philanthropy, retirement planning, and taxes are also reviewed and issues identified for further attention.
Services
Charles A. Liles & Associates is a private, independent and fee-only investment advisory and wealth management firm providing well considered, thoughtful and timely investment planning and counsel to clients in the context of their current financial position and future goals.
Through thorough education, clients gain confidence from the knowledge that a commitment to fundamental principles, a well-defined process, time and patience are keys to unlocking a successful investment and wealth management program.
Through thorough education, clients gain confidence from the knowledge that a commitment to fundamental principles, a well-defined process, time and patience are keys to unlocking a successful investment and wealth management program.
The following distinguishing features set Charles A. Liles & Associates apart from the majority of financial advisory firms. Private - there are no outside shareholders or other constituencies with agendas contrary to what is in the client's best interests. Independent - there are no financial relationships with any third parties which could interfere with providing the best possible solutions to clients.
Prior to 2003, Indianapolis banker and financial advisor Charles A. Liles began to sense a lack of unbiased, independent and fee-only investment and wealth management advice for individuals and families with investment assets under advisement beginning at $1 million. With that need in mind, in the autumn of 2003, he founded Charles A. Liles & Associates, Inc.
Charles A. Liles & Associates, Inc. is an Affiliate member of the National Association of Personal Financial Advisors (NAPFA) which is the country's leading professional association of Fee Only Financial Advisors-highly trained professionals who are committed to working in the best interests of those they serve.
Every client's investment situation is unique and is affected by the purpose of their investment assets, the length of time the client commits to the investment strategy, the expected contributions and withdrawals from the portfolio, personal or legal constraints on the portfolio or specific investment assets, and the client's capacity and tolerance for accepting risk to achieve returns.
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