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Please note that our offices will be closed on Friday, March 29th in observance of Good Friday. Normal business hours will resume on Monday, April 1st.

Indianapolis, IN

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

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Indianapolis Location

At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our approach when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 25 years on the air, and thousands of episodes, Money Matters is one of the longest running financial topic programs in America.

And our passion for no-nonsense, straightforward financial education does not cease on the air. You will also find this same honest and direct approach from the dedicated and experienced team in our Indianapolis office.

Our team there has been faithfully providing fiduciary investment management, financial planning, and insurance risk management advice to individuals and families throughout Indiana for decades.

Conveniently located at 250 E 96th Street Suite #550, our team offers you personalized, experienced guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Insurance Risk Management
  • IRA Rollovers
  • Pension Analyses
  • And more…

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
04/11/2024

What to do when a spouse passes away

There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

03/26/2024

Is It Time to Benchmark Your Company's Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.

03/22/2024

Why are stocks in your portfolio?

You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.

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