Private Consulting

Castle Investment Advisors, located in Indianapolis, IN, specializes in providing personalized investment management and strategic wealth planning tailored to individual client needs. Their mission is to simplify wealth management by delivering straightforward advice that guides clients toward achieving their financial goals, whether they are first-time investors or preparing for retirement. The firm emphasizes a collaborative approach to financial planning, ensuring that recommendations reflect clients' unique aspirations and financial situations. With a team dedicated to transparency, support, and experience, Castle Investment Advisors adapts plans as clients' needs evolve, focusing on building, managing, preserving, and transitioning wealth effectively. Generated from the website

Koon Financial Planning & Consulting is a fee-only advisory firm based in Bloomington, Indiana, dedicated to helping clients focus on the reasons behind their investment decisions. They offer personalized financial planning and investment management services tailored to meet the unique goals of individuals and organizations, including non-profits and faith-based entities. The firm emphasizes the importance of financial planning throughout all stages of life, from asset accumulation to wealth distribution. By fostering meaningful conversations, Koon Financial Planning & Consulting aims to help clients articulate and achieve their financial aspirations through various investment strategies, including socially responsible investing. Generated from the website

Provident Capital Management, based in Carmel, IN, offers a wide array of investment strategies, including multi-directional and absolute equity solutions, as well as various bond and commodity options. The firm specializes in tailored portfolios designed to meet diverse financial goals, catering to both individual and institutional clients. Recently, Michael Chapman transitioned from state registration to become an SEC registered investment adviser with Kessler Investment Group LLC. This change reflects a shift in the firm's structure while continuing to provide expert financial management and investment solutions. Generated from the website