Wellington Investment Advisors

Welcome to our independently owned Bloomington, Indiana practice and its satellites.

Wellington Investment Advisors is a boutique financial advisory firm committed to putting our clients first by focusing on exemplary customer service. We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance. Whether you wish to invest for retirement, plan for your child's or grandchild's education, or prepare for any other life event, we are here to help you work toward your financial goals.

Wellington Investment Advisors is a Registered Investment Advisory firm that custodies our client assets through Charles Schwab.  We have a fiduciary relationship with our clients, which sets us apart from many firms in that we have a legal and ethical obligation to manage your assets in your best interest. Our advisors take pride in working for a firm that puts you first. Our mission is to help each one of our clients plan for a financial future in a way that best meets his or her goals.

If you do not have an investment firm, or if you would consider visiting with us to compare with your current firm, we would welcome the opportunity. We have additional branches located in Indianapolis, Columbus (IN), Lafayette, and Michigan. You can view the contact information for these branches here.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.