9100 Keystone Crossing #700
Indianapolis, IN 46240


Phone: 317.663.6500

Who We Serve



Mon–Fri, 8:00 am–5:00 pm


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Financial Advisors Indianapolis

Our Indianapolis team provides holistic wealth management, investment advice, financial planning, and tax services for individuals, couples, families, small business owners, and more.

Our Team

Charlsie Ashlock

Senior Consultant / Relationship Manager

Casey Bollock

Senior Consultant/ Relationship Manager

Mariah Day

Senior Associate | Relationship Manager

Mark DePrez

Senior Consultant / Relationship Manager

Maureen Goodman

Senior Associate | Relationship Manager

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller


Get Informed

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