Customized Wealth Management

INDEPENDENT. FEE-BASED. WEALTH STRATEGY BUILT FOR YOU.

Enduring Relationship

HELPING YOU WITH LIFE’S DECISIONS.

Tax Planning

CPAs WITH DEEP ROOTS IN TAX EFFICIENCY.

CNBC Top 100

CNBC TOP 100 FEE-ONLY WEALTH MANAGER IN 2015.

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Services We Provide

As your personal wealth managers, our services are designed to support your financial growth throughout every phase of life.

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School started last week for my youngest and this week for my oldest.  Although my husband and ...

S&A Group

Many of our clients value the fact that we also provide tax planning services through our partner firm, Sherman & Armbruster, LLP, all under one roof. 

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Delivering Customized Wealth Management Services

At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams.

A fee-only registered investment advisor (RIA), we offer customized wealth management, investment managementretirement planning, and tax planning services to our clients in Indiana and across multiple states.

Based in Greenwood, Indiana, where our team has lived and worked for over three decades, we take pride in the trusted relationships we have built in our community, both as advisors and as neighbors.

As CPAs, we have unusually strong roots in accounting and tax planning, and we work closely with our partner CPA firm, Sherman & Armbruster, LLP, to deliver comprehensive services.

Our fee structure allows us to remain independent.  We act in the best interest of our clients and operate with the highest standards of ethics and integrity.

To schedule a confidential meeting and learn how we can help you reach your financial goals, call us today at 317-881-6670 and press 2. We look forward to meeting you.

 

Professional Affiliations

Martin J. Armbruster CPA/PFS, CFP® was named a Five Star Best in Client Satisfaction Wealth Manager in 2009-2016.  Stephanie L Willison CPA/PFS, CFP® was also named a Five Star Best in Client Satisfaction Wealth Manager in 2014-2016.

See the criteria used for determining Five Star award winners here.

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Contact Us

609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)
Fax: 317-887-5692
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