Wells Financial Group, LLC

Wells Financial Group, LLC Financial advisor serving Indianapolis and beyond with comprehensive financial services..

Financial advisor serving Indianapolis and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, college savings, retirement income planning, and insurance.

In the latest  : Valuations look high, but context matters, solid earnings and fundamentals support today’s levels and s...
06/03/2026

In the latest : Valuations look high, but context matters, solid earnings and fundamentals support today’s levels and suggest the bull market may continue. Read the full report here: https://www.wellsadvisor.com/market-update

This month is all about unplugging, stepping away from screens, and rediscovering the energy of the outdoors. Whether yo...
06/01/2026

This month is all about unplugging, stepping away from screens, and rediscovering the energy of the outdoors.

Whether you’re walking, biking, hiking, or just soaking it all in, there’s no better time to head outdoors and reset.

Get outside. Explore more. Make the most of the month.

After a long slowdown, entry‑level hiring is showing real signs of recovery. Employers are beginning to add new graduate...
05/29/2026

After a long slowdown, entry‑level hiring is showing real signs of recovery. Employers are beginning to add new graduates again, offering cautious optimism for the Class of 2026. Our recent article explores what’s driving this shift and what it means for early‑career job seekers.

Early signs show that entry-level hiring is starting to rebound after years of decline.

Travel doesn’t have to break the bank. With the right planning and a few smart habits, you can enjoy your trips while ke...
05/28/2026

Travel doesn’t have to break the bank.

With the right planning and a few smart habits, you can enjoy your trips while keeping more money in your pocket.

In this episode of Wells Workshop, we share practical travel tips designed to help you save money—before, during, and after your trip. These are simple ideas that can add up to real savings over time.

In this video, you’ll learn:

✈️How small planning decisions can significantly reduce travel costs
✈️How small planning decisions can significantly reduce travel costs
✈️Ways to avoid common spending traps while traveling
✈️Smart habits that help stretch your travel budget further
✈️How intentional choices can improve both your experience and your finances

At Wells Workshop, we believe better outcomes come from better behavior—not cutting out the fun.

👍 Like the video if you found it helpful
🔔 Subscribe to the Wells Financial Group YouTube Channel for more practical, real‑world financial education.

Everyone can behave their way to wealth.

▶️ Watch here: https://youtu.be/JvZCSE-SIko

In the latest  : Agriculture is breaking out as the next commodity leader, fueled by supply constraints, geopolitics, an...
05/27/2026

In the latest : Agriculture is breaking out as the next commodity leader, fueled by supply constraints, geopolitics, and powerful long‑term cycles. Read the full report here: https://www.wellsadvisor.com/market-update

Wells Financial Group, LLC would like to wish you and your family a safe and meaningful Memorial Day as we honor and rem...
05/25/2026

Wells Financial Group, LLC would like to wish you and your family a safe and meaningful Memorial Day as we honor and remember those who served. Our office will be closed today in observance of the holiday.

250 years of American spirit. 500 miles of unforgettable history. This Memorial Day Weekend, experience the 110th Runnin...
05/24/2026

250 years of American spirit. 500 miles of unforgettable history. This Memorial Day Weekend, experience the 110th Running of the Indianapolis 500 presented by Gainbridge—a tradition generations return to year after year.

📍 Indianapolis Motor Speedway
🗓 Sunday, May 24
✅ Gates open at 6:00 a.m. (local time)

🎟️ Don’t just watch history. Be part of it.

Get your tickets now. https://www.indianapolismotorspeedway.com/events/indy500/buy-tickets/tickets-race-day

How much income can your retirement savings really support? Our recent article explores withdrawal rates, longevity, and...
05/22/2026

How much income can your retirement savings really support? Our recent article explores withdrawal rates, longevity, and inflation—and why the right strategy matters as much as the size of your portfolio.

Find out why it's important to figure out an appropriate retirement portfolio withdrawal rate.

Could overconfidence be quietly costing you money?Overconfidence is one of the most common—and costly—investing biases. ...
05/21/2026

Could overconfidence be quietly costing you money?

Overconfidence is one of the most common—and costly—investing biases. In this Wells Workshop video, we break down how it can lead to unnecessary risk, poor timing, and long‑term consequences—often without investors even realizing it.

🎥 Watch the full video here:
👉 https://youtu.be/oIkqZEs5F90

✅ Like the video
✅ Subscribe to the Wells Financial Group YouTube Channel

🔔 Turn on notifications for more practical, behavior‑focused financial education
Clear thinking. Better decisions.

Everyone can behave their way to wealth.



In this episode, we take a closer look at overconfidence and how this common behavioral bias can quietly undermine financial decisions. Many investors believ...

Honoring all who serve—and the families who support them. Thank you to our active‑duty members, veterans, and military f...
05/18/2026

Honoring all who serve—and the families who support them. Thank you to our active‑duty members, veterans, and military families.

Address

6239 South East Street Suite I
Indianapolis, IN
46227

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13177808377

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