Fiduciary advisors in Greenwood, IN

Greenwood, Indiana

Financial Independence Team, based in Greenwood, Indiana, is a fiduciary firm specializing in retirement planning for individuals and families at various life stages. Founded by Andrew and Krystle Riis, the firm guides clients through a four-step Custom-FIT process that includes educational events, personalized discovery meetings, comprehensive plan development (including portfolio analysis, Social Security optimization, and tax strategy), and ongoing support. Andrew Riis, a financial advisor since 2006, leads client relationships, while the team also includes investment oversight and operations support. The firm operates on a holistic approach emphasizing proactive portfolio management and real-time adjustments rather than market prediction.

Greenwood, Indiana

Raymond James & Associates is an investment advisory firm in Greenwood, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Greenwood, Indiana

Wealth Haus is a fee-based financial planning firm in Greenwood, Indiana serving the Indianapolis area, founded by advisors Greg and Clint. The firm offers comprehensive financial planning services including foundation analysis, investment portfolio design, retirement architecture, and tax planning, with an emphasis on personalized strategies and client education rather than product sales. The firm prioritizes long-term client relationships and customized planning that addresses cash flow, debt optimization, emergency reserves, and wealth transfer considerations.