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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Indianapolis - E 96th St

Daniel Meiklejohn

CFP®, PFS, CPA, CExP™, JD

Wealth Advisor

600 E 96th St, Suite 130
Indianapolis, IN 46240

Daniel Meiklejohn

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Daniel Meiklejohn

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • PFS – Personal Financial Specialist
  • CPA – Certified Public Accountant
  • CExP™ – Certified Exit Planner
  • JD – Juris Doctor

About Daniel

Daniel’s dynamic background and knowledge across wealth management, tax, and estate planning are valuable assets for our team and clients.

Prior to joining the firm, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate pivotal decisions and transitions that impact their wealth, family, and businesses.

Daniel enjoys sports, travel, documentaries, music, and most importantly, spending time and experiencing life with his wife and three children.

Education

- Indiana University - bachelor's degrees in finance and accounting

- Indiana University Robert H. McKinney School of Law – Juris Doctorate

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