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 management, retirement planning, and tax planning services to our clients in Indiana and across multiple states.
With offices in Greenwood, IN and Chicago, IL, where our team has lived and worked for decades, we take pride in the trusted relationships we have built, both as advisors and as neighbors.
As CPAs, we have unusually strong roots in accounting and tax planning. We recognize the importance of understanding the tax impact of investment decisions and incorporating the tax impact into overall planning.
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.
Treybourne Wealth Planners COVID-19 Statement
Due to the current status of the COVID-19 outbreak, Treybourne Wealth is postponing face-to-face meetings until further notice. We have great virtual meeting tools already in place, so meetings will continue to discuss your planning and investment needs. Currently, our office is open to drop off information as financial services are deemed essential, but we ask that you be mindful of our team and avoid coming into our office if you are ill or have been exposed to someone who is ill. Also, we are using an order provided by the Securities Exchange Commission (SEC) to delay filing of our ADV Part 1 and 2. Normally due March 31, 2020, the deadline has been extended to April 30, 2020. This is being done because of circumstances related to COVID-19. Some of our advisors are working remotely, some of them are now educators, and our clients are relying on us for guidance, conversation, and action. For our clients and our advisors, we decided this extension was reasonable to utilize. We are hoping all of our clients stay healthy and well.