Learn more about our story in the About section ("Details About You") With more than three decades of experience in financial planning at Deerfield, my approach to wealth management has always been rooted in a spirit of service, treating each client as an extension of my own family. My ethos of “to whom much is given, much will be required” drives my heartfelt desire to provide dedicated and empat
hetic service to help my clients focus the power of their wealth on their most worthwhile causes. At Deerfield, we call this purpose-driven approach Wealthwhile planning. Wealth management requires both breadth and depth of knowledge. At Deerfield, we have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our individual experiences to offer confident advice, step-by-step guidance, and efficient implementation that allows our clients to focus their wealth on creating more of what is worthwhile in their lives. As an independent, fee-only financial services and wealth management firm, we are committed to being our clients’ constant financial advocates. Currently, we are trusted by more than 200 client families throughout the US - many of whom are women, physicians, attorneys, or business leaders with a range of net worth from $1 million to over $50 million. Regardless of where they are on their journey, their lives and careers have become more complex, and so have their financial situations. We understand, and we have decades of wisdom and experience that enable us to provide highly personalized service in the following areas:
• Comprehensive wealth management
• Financial issues between generations
• Estate and generational planning
• Retirement and tax planning
At Deerfield, we are committed to our clients, to one another, and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and the services we provide. To learn more, call (317) 469-2455 or email [email protected].
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Deerfield Financial Advisors, Inc. (“Deerfield”) is an SEC-registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisers by those states in which Deerfield maintains clients.
