Contact

Phone: 219.926.1182

Hours

Mon–Fri, 7:30 am–4:30 pm

Local Perspective, National Strength for Clients in Chesterton

Nestled near the southern shores of Lake Michigan, Chesterton blends small-town values with growing financial complexity—making trusted, high-level guidance more important than ever. At CAPTRUST Chesterton, our advisors combine deep fiduciary expertise with a keen understanding of what matters most to families, institutions, and employers in Northwest Indiana. Whether you’re designing a retirement plan that attracts top talent, stewarding a foundation’s investments, or navigating generational wealth planning, our team offers strategies built on clarity, care, and a long-term perspective. We don’t just offer advice—we build enduring financial partnerships.

Endowment & Foundation Leaders
Individuals & Families
Retirement Plan Sponsors

Endowment & Foundation Leaders

We help nonprofit institutions in Chesterton strengthen their mission with strategic investment consulting, OCIO engagement, donor strategy, and transparent performance tracking aligned with their organizational values.

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Individuals & Families

Whether you’re building a legacy, exploring philanthropic opportunities, or managing a complex portfolio, our Chesterton-based advisors offer tailored financial planning and investment management with a personal touch.

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Retirement Plan Sponsors

Our team partners with local employers to design and maintain competitive retirement plans, providing 3(21) and 3(38) fiduciary services, OCIO options, and wellness-focused education to support participant success.

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CAPTRUST
Chesterton

Capitalize on investment opportunities with guidance from a team of industry experts. Our commitment to your financial wellness provides our clients with advising services that put your goals at the forefront. Through a values-based approach, we support and lead you towards achieving objectives unique to your needs. Contact your local office today.

Our Team

Aaron Adcock

Vice President,
Financial Advisor

Mark W. Chamberlain

Principal,
Financial Advisor

Edward A. Cheatham

Vice President,
Financial Advisor

Michael DeLeon

Financial Advisor,
Relationship Manager

Craig Draper

Vice President,
Financial Advisor

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We provide financial advisory services to wealth management, retirement plan, and endowment and foundation clients. Regardless of client type, our approach to advising is to understand the client’s big picture and then provide them with tools, advice, and ongoing support to help them meet their goals.
Tim Rice

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.