Indiana Trust Wealth Management

Muncie, Indiana

4.5 (2 reviews)
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About

Indiana Trust Wealth Management is an independent registered investment advisor based in Muncie, Indiana, offering estate planning, financial planning, and investment management services. The firm serves both individual and family clients, as well as employers with qualified retirement plan administration, and operates under fiduciary standards without commissions. Services include trust administration across multiple trust types, custodial and trustee functions, portfolio management with multi-level diversification and ESG options, and concierge bill payment for wealth management clients. The firm's stated approach emphasizes personalized strategy development, ongoing portfolio review and rebalancing, and collaborative planning across retirement, wealth transfer, and financial sustainability goals.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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