Headquartered in the Indianapolis area, Norwood Economics serves businesses and individual clients, and their 401(k), Cash Balance, and Wealth Management needs. Our services include Investment Management, Financial and Retirement Planning, Estate Planning, Tax Planning, Elder Care, and Insurance Planning. Our portfolios are managed by a Chartered Financial Analyst. CFAs are institutionally trained
investment specialists. We also specialize in 401(k) and Cash Balance Plans and are a 3(21) Plan Advisor. From establishing a new 401(k) to providing an independent, third-party review of an existing plan, Norwood Economics provides large and small business owners with the support, advice, and education they need to ensure top plan performance