Indianapolis
Discover personalized wealth management with Focus Partners Wealth, your Indianapolis financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Indianapolis
600 E 96th St
Suite 130
Indianapolis, IN 46240
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in northwest Indianapolis, near the Carmel and Zionsville corridors, and minutes from the Colts, Pacers, and Fever venues, the iconic Indianapolis Motor Speedway, and the world-famous St. Elmo’s Steakhouse, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Indianapolis Team
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Bob Phillips
CFP®, CPA, CFA®
Senior Wealth Advisor
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Tia Lee
CFP®, CTFA
Senior Wealth Advisor
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Eric Ousley
CFP®, CRPS®
Senior Wealth Advisor
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Michael Clayman
CFP®, ChSNC®
Senior Wealth Advisor
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Katie Collins
CFP®, TPCP®
Senior Practice Integration Advisor
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Chris Rodgers
CFP®
Wealth Advisor
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Daniel Meiklejohn
CFP®, PFS, CPA, CExP™, JD
Wealth Advisor
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Brian Short
CFP®, TPCP®
Wealth Advisor
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Cole McCarter
Associate Wealth Advisor
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Zach Quante
Associate Wealth Advisor
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Brian Pingatore
AAMS®, CFP®
Senior Associate Wealth Advisor
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Lindsey Weber
CFP®
Director, Advisory Leadership Team
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Thomas Bodin
CFA®, CFP®, TPCP®
Director, Practice Integration Advisor
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Michaela Peterson
CFP®
Associate Wealth Advisor
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Brian Roemke
Practice Integration Advisor
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Sam Katuzienski
CFP®, TPCP®
Associate Wealth Advisor
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Andrew Collins
CFP®
Practice Integration Specialist
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Kyla Prows
Client Service Specialist
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Rhonda Paris
Client Service Specialist
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Anna Renner
Office Support Associate
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Michael Flynn
Regional Vice President