While many advisors practice under the mantra that bigger is always better, we could not disagree more. Our focus is not on our own growth but on building strong, trusting relationships, even if that is at the expense of our own growth. To do this, we promise our clients that their advisor will not be working with more than 75 clients at any one time.
Furthermore, our more senior advisors who are working with higher complexity client cases will be working with far fewer clients than this cap. Just like more students assigned to any given classroom probably means a diminished education for each of the students, more clients to any given advisor most likely means diminished service and quality of advice.
Furthermore, our more senior advisors who are working with higher complexity client cases will be working with far fewer clients than this cap. Just like more students assigned to any given classroom probably means a diminished education for each of the students, more clients to any given advisor most likely means diminished service and quality of advice.
Services
At Teeple Wealth Management, we take pride in offering comprehensive financial solutions covering a wide array of issues that life will inevitably throw at you. If it's important to you, it's important to us! We're here to lend a helping hand and be a guide along the way!. I know I'd like to retire, but I don't know when I'll be able to, how much I'll be able to afford, or how much I should be saving?
Matt graduated with high distinction from Indiana University's Kelley School of Business in 2000 earning his degree in finance and a minor in economics. In 2008, he earned the Certified Financial Planner designation by completing graduate level coursework in the areas of general financial planning, insurance, investments, and retirement, tax and estate planning.
Teeple Wealth Management was founded using principles that buck the norms of corporate culture often practiced today. We have tossed aside the ideas that bigger is always better and the bottom line must always be one of dollars and cents.
Rather, our culture is based upon higher principles such as always treating others the way we would want to be treated, truly having a servant's heart as we care for our clients, and a bottom line built upon trusting relationships whose foundations begin with our desire to always happily go the extra mile.In the description of our process below, you'll find the "executive summary" of exactly how we go about doing this.
Rather, our culture is based upon higher principles such as always treating others the way we would want to be treated, truly having a servant's heart as we care for our clients, and a bottom line built upon trusting relationships whose foundations begin with our desire to always happily go the extra mile.In the description of our process below, you'll find the "executive summary" of exactly how we go about doing this.
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