M&K Legacy Wealth

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Indianapolis, IN
M&K Legacy Wealth

We are an independent wealth management firm committed to helping you simplify, grow, and protect your wealth so you can enjoy life.

05/27/2026

Big smiles and even bigger celebrations today! Please join our team in wishing the happiest of birthdays to our phenomenal leader, J. Miller, CFP®, APMA™!

Thank you for being the perfect mix of an incredible boss and our biggest cheerleader. Your energy, heart, and guidance make coming to work a joy. We’re so lucky to have you steering the ship!

We hope your day is packed with your favorite treats, lots of laughter, and all the well-deserved appreciation. Cheers to a fantastic year ahead! 🎂

04/27/2026

At M&K Legacy Wealth, we pride ourselves on our independence, but we also value the powerful network we have through Sanctuary Wealth. This week, Chad Keller, CFA®, AIF®, CEPA® joined fellow industry leaders at the IMS Event in Louisville to collaborate on the future of wealth management.
Access to these exclusive investment tools, specialized technology, and institutional-grade research is what allows us to provide deeply personalized service backed by global resources.

Chad's coming home with fresh perspectives and innovative strategies to help our clients lead their best lives!

03/09/2026

Two years ago, we took a leap of faith to become an independent firm. Our goal was simple: to put our clients at the very center of everything we do, with the freedom to provide a truly personalized experience.

Today, as we celebrate our 2nd anniversary, we are overwhelmed with gratitude. To our clients: thank you for trusting M&K Legacy Wealth with your legacy and your future. To our friends and partners: thank you for the referrals, the encouragement, and the support that helped us build this firm from the ground up.

We didn’t just start a business; we deepened our commitment to you. Cheers to the next many years of growing together!

02/26/2026

Happy Birthday to the one and only, Elizabeth Lamkin! 🎈

Elizabeth has a rare gift for making everyone she meets feel heard and valued. Whether she’s solving a complex problem or just checking in to see how a client is doing, she does it with so much genuine compassion.
We’re so lucky to have you on the team, Elizabeth. May this year be your best one yet!

02/19/2026

Legacy is built on the questions we aren’t afraid to ask.

We celebrated Galantine’s Day at M&K Legacy Wealth by doing what we do best: creating a space for honest, high-level conversation. Instead of a one-way presentation, we hosted an open-forum Q&A for women and friends to dive into the topics that actually drive financial confidence. We covered a lot of ground, including:

▪️Current Market Topics: Deciphering the headlines and what they mean for individual goals.
▪️ Legacy Planning: Moving beyond the paperwork to the heart of generational wealth.
▪️ Strategic Growth: Navigating the complexities of today’s economic landscape.

The energy in the room was a reminder that financial empowerment is most effective when it’s collaborative. There is a unique power in a group of women gathering to share insights, challenge the status quo, and take agency over their financial futures.

A huge thank you to everyone who brought their curiosity and their “A-game” questions to the table.

01/21/2026

Happy Birthday to Chad Keller, CFA®, AIF®, CEPA®—a leader who leads with integrity, vision, and heart. Today, we get to celebrate someone who genuinely loves to call out the successes and joys of others. As an Indiana grad, IU’s national title win felt like the perfect early birthday present. We’re grateful for all you do for our team, clients, and friends—wishing you a fantastic year ahead!

12/22/2025

This holiday season, we’re reminded that our greatest success comes from the relationships we build and the people we serve. We’re thankful for our clients, partners, and community who make our work meaningful and rewarding.

As you enjoy time with family and friends, we wish you a season filled with joy, gratitude, and peace. Thank you for the opportunity to support your financial goals. We look forward to continuing our work together in the year ahead. Happy Holidays from all of us at M&K Legacy Wealth!

11/27/2025

Happy Thanksgiving from our team to yours! 🦃
We’re grateful for the trust you place in us and the opportunity to walk alongside you and your family in your financial journey. Wishing you a holiday filled with joy, rest, and time with the people who matter most.

11/24/2025

In this season of giving back and being thankful the M&K Legacy Wealth team had an incredible time volunteering with Indy Thy Kingdom Crumb, part of the Carson Wentz AO1 Foundation. It was an honor to help serve meals and support individuals across Indianapolis, and we’re grateful for the opportunity to contribute to the meaningful work they’re doing in our community. hashtag

11/11/2025

This Veterans Day, we proudly recognize the men and women who have served our country with courage, dedication, and honor. To our clients, colleagues, friends, and family members who are veterans — thank you for your service, your sacrifice, and the unwavering commitment you have shown to protecting our freedoms. We are deeply grateful for all you have done.

Address

3815 River Crossing Parkway, STE 200
Indianapolis, IN
46240

Telephone

+13176881380

Website

https://mklegacywealth.com/

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