About Our Practice

Financial Advisors in any of our branch locations are happy to extend our services to Central and Southern Indiana and beyond. Our clients include members of the Indiana University community as well as individuals in Indianapolis, Terre Haute, Bloomington, Columbus, Lafayette, and the surrounding areas. We are also pleased to have clients outside Indiana, and regularly communicate with clients in Arizona, California, Florida, Georgia, Massachusetts, Michigan, New Jersey, Tennessee, Texas, Tennessee and Virginia, among other places.