WealthGuides

Indianapolis, Indiana

5.0 (1 reviews)
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About

WealthGuides is a fee-only CFP® firm based in Indianapolis serving individuals and couples nationwide, primarily those ages 30–70 planning for retirement and major life transitions. The firm offers financial planning, investment management, retirement planning, tax planning, and estate planning, using a goals-based approach with low-cost diversified mutual funds and ETFs. Founded by Sam Wagner, CFP®, the firm operates as a fiduciary with no account minimums and meets clients on flexible schedules, including evening hours, with quarterly reviews after an initial onboarding period.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9:30AM-7PM, Tuesday: 9:30AM-7PM, Wednesday: 9:30AM-7PM, Thursday: 9:30AM-7PM, Friday: 9:30AM-5PM, Saturday: Closed
SEC registered
No
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