Indianapolis

Indiana

8350 S. Emerson Avenue, Suite 140
Indianapolis, IN 46237
t: 317.449.2040

Indianapolis, Indiana

Financial Advisors in Indianapolis, IN

Finding the right financial advisor in Indianapolis, IN, can be a turning point in your financial journey. At Savant Wealth Management, we offer fiduciary financial guidance that prioritizes your interests and supports your long-term success. Our advisors take time to understand your entire financial picture, helping you plan strategically with confidence.

We often partner with clients who have accumulated $750,000 or more in investable assets. We also work with individuals and families whose financial trajectory points to substantial future growth, including those anticipating career changes, business expansion, or a significant inheritance.

Whether you’re exploring retirement options, seeking a new investment strategy, or interested in building a comprehensive financial plan, our Indianapolis team, located at 8350 S. Emerson Ave., is here to help. Book a consultation today to get started.

Why We Believe Savant Is a Smart Choice for Financial Planning in Indianapolis

Savant Wealth Management offers a blend of national-scale resources and local insight. Our Indianapolis-based team brings deep financial knowledge and a genuine commitment to personal service. As fiduciaries, we must act in your best interests and offer objective advice with no hidden agendas.

We want clients to choose us because of our dedication to professional integrity, transparent approach, and commitment to guiding them through all stages of life, from building wealth to preserving it for future generations. Our team is here to be your long-term financial partner, ready to adapt strategies as your life evolves.

Financial Services Offered at Our Indianapolis Office

The Indianapolis location provides a full range of integrated financial services. Our advisors are equipped to help with everything from managing investments and preparing for retirement to navigating complex tax situations and estate planning goals. Click through the service offerings below to learn how we can assist with your current and future financial needs.

Our Wealth Management Services

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Financial Planning Tools and Resources for Indianapolis Residents

Whether you’re just beginning to organize your finances or preparing for retirement, we provide a suite of tools and educational resources designed to help you make informed decisions. Browse through our checklists, assessments, and learning materials curated by Savant’s team of professionals.

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Connect with a Financial Advisor in Indianapolis, IN, Today

Our goal is to help you make wise financial choices with the guidance of a fiduciary team. Contact our Indianapolis office at 317.449.2040 or schedule your introductory conversation. Let us help you plan, grow, and protect your wealth on your terms.

FAQs About Financial Advisors in Indianapolis, IN

What information should I bring to a first meeting with a financial advisor?

Bringing recent tax returns, investment statements, and a list of financial goals or concerns can help your advisor gain a clearer understanding of your financial picture and suggest next steps.

Where is your Indianapolis office located?

You’ll find us at 8350 S. Emerson Ave., Suite 140, in Indianapolis. The office is just off I-65, near Stop 11 Road. Free parking is available on-site.

What services do your advisors provide?

We offer comprehensive services including retirement planning, investment management, estate strategies, and tax planning. We customize every plan to the needs and goals of the individual or family we serve.

What does it mean to work with a fiduciary?

Fiduciary advisors must put your interests first. At Savant, that means offering transparent recommendations tailored to your life and financial goals.

Who typically works with your Indianapolis team?

We serve high-net-worth individuals and families as well as those who expect to grow

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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