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Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Indianapolis, IN

250 E 96th Street
Suite 550
Indianapolis, IN 46240
Hours: 8am-5pm, M-F

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

About Our Indianapolis Location

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.

Meet Our Financial Advisory Team

Michael Schankerman
CFP®, ChFC®, CFS®, CASL®, RICP®
David Klaus
CFP®, MBA, CASL®, RICP®, EPS®
Benjamin Abraham
CFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®

Latest Insights

blue line
09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

09/24/2024

Alternative Investments: The Need-to-Knows

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

08/30/2024

What's Going On in Washington?

Exploring current ERISA and DOL areas of interest In a significant move by the Department of

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