Find a Financial Advisor in Indianapolis, IN

 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Indianapolis Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Indianapolis Financial Advisory Team

 

Meet Michael, David, and Benjamin! For more than 35 years, our team of fiduciary financial advisors in Indianapolis has been dedicated to building long-lasting client relationships by offering support and guidance at each stage of your financial journey. We also take pride in our unwavering dedication to providing customized and comprehensive wealth management services. And, as fiduciaries, you can rest easy knowing your best interests will be the top priority.

With an office conveniently located just off Interstate 465 (near North Meridian Street), we invite you to visit our Indianapolis financial planners so you can experience this commitment to excellence firsthand.

Benjamin Abraham
Benjamin Abraham Partner Advisor CFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Indianapolis, IN Read bio
David Klaus
David Klaus Partner Advisor CFP®, MBA, CASL®, RICP®, EPS®
Indianapolis, IN Read bio
Michael Schankerman
Michael Schankerman Partner Advisor CFP®, ChFC®, CFS®, CASL®, RICP®
Indianapolis, IN Read bio
Indianapolis

 

250 E 96th Street
Suite 550
Indianapolis, IN 46240

Hours:
8am-5pm, M-F

(463) 274-4001

 

Get Directions