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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The latest research shows there are currently 44 million student borrowers in the U.S. that share $1...

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. 

CNBC Top 100

CNBC TOP 100 FEE-ONLY WEALTH MANAGER IN 2015.

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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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