Financial advisors in Indianapolis

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


440 N. East Street

Indianapolis, IN 46204


M - F: 8am - 5pm

Sat: 8am - 2pm

Sun: Closed


Meet our advisors

Brian Melvin, CFP®

Managing Director

Ryan Roller, CFP®

Managing Director

Duane Wimer

Wealth Advisor

Blake Powell, CFP®

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

ZIP Code*
This field is for validation purposes and should be left unchanged.