Kevin Sweet is a wealth management financial advisor based in Indianapolis, IN.
Kevin specializes in collaborating with families who seek a robust yet adaptable financial blueprint. His philosophy underscores the significance of not just earning money, but strategically preserving and growing wealth for the long term.
He refines objectives such as retirement income requirements, strategies for supporting children and grandchildren, optimizing charitable contributions, and crafting investment strategies—all while seamlessly integrating considerations of tax implications into every facet of planning.
A wealth management professional since 1995, Kevin has always worked for independent firms that don’t sell products. His career began with a pioneering fee-only financial planning firm, followed by a financial planning practice with Big 4 accounting firm Ernst & Young.
Following that, he and his business partner founded Column Capital to continue to practice high-level planning with a focus on the tax impact of financial decisions. Their firm became CAPTRUST in 2023.
Kevin earned two Bachelor of Science degrees–financial planning and counseling and consumer affairs–from Purdue University.
When not working he cherishes spending time wake surfing with his family.
Education
- Bachelor of Science, financial planning and counseling, Purdue University
- Bachelor of Science, consumer affairs, Purdue University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Industry Involvement
- Finance committee for Traders Point Christian School, Boone County, Indiana
- Investment committee member for Newfields, a Place for Nature and the Arts, Indianapolis, Indiana