Services

As your personal wealth managers, our services are designed to support your financial growth throughout every phase of life. Over the years, we have found that most of our clients come to us when a life event presents new financial challenges, such as:

  • New employment
  • The need to plan for a child's education
  • Divorce
  • Receipt of a lump-sum inheritance
  • Receipt of stock option compensation
  • Retirement

When these and other events occur, it is important to make sound financial decisions that are based on your specific needs, resources, and objectives. At Treybourne Wealth Planners, we consider all of these factors, as well as the tax implications of every option, to help you reach your long-term financial goals.

Our highly personal fee-only, wealth-planning services are based on your unique financial profile and include investment selection and management, retirement planning, estate planning, cash-flow advice, college funding, charitable giving—whatever you need to achieve long-term financial stability and success. Throughout the process, we encourage you to ask questionseven those that may be difficult for us to answer. As a result, we believe we'll be able to deliver a sensible, flexible, and customized strategy to meet your needs.

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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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