Let’s Start with a Conversation
Whether you prefer office meetings at our Bloomington location, phone discussions, or email exchange, we accommodate your schedule and communication preferences while maintaining responsiveness.
Office
101 W. Kirkwood Ave.
Suite 224
Bloomington, IN 47404
Frequently Asked Questions
Who is &Partners and what role do they serve?
&Partners serves as our broker-dealer and investment advisor, providing institutional infrastructure, regulatory oversight, and access to Fidelity custody services. This partnership gives us advisory independence while maintaining access to sophisticated platforms, compliance support, and specialist investment professionals. We chose &Partners for their alignment with our client-first philosophy.
What distinguishes your practice from other wealth advisors?
We coordinate comprehensively—working directly with your CPA, attorney, and insurance counsel to help ensure strategy alignment. Our practice has grown exclusively through referrals, reflecting the depth of relationships we build. We invest time understanding your complete situation rather than simply managing portfolios.
Do you serve clients beyond Indiana?
Yes. While many clients reside in Southern Indiana, we serve business owners and families across multiple states. We work effectively through phone and video when distance prevents regular office meetings.
What asset level represents your typical client relationship?
We generally work with business owners and families with $750,000 or more in investable assets. This threshold allows us to deliver comprehensive service and strategic attention.