Storen Financial

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Storen Financial Comprehensive Financial Services. Investments, Financial Planning, Tax Prep, Tax Strategies. DBA Storen Financial and Storen Tax & Financial Group Inc.

Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA (www.finra.org)/ SIPC (www.sipc.org), and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. are separate legal entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn how we help you develop a comprehensive, long-term financial plan with a customized tax-saving strategy tailored t...
10/16/2026

Learn how we help you develop a comprehensive, long-term financial plan with a customized tax-saving strategy tailored to your unique situation.

Have questions? Schedule a complementary consultation today!
https://storenfinancial.com/investment/

Does your retirement plan include tax-saving strategies? Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation. = Financial Planning & Investment Services = Investment Philosophy & Process = Ed Slott....

Team member birthday for the month of October! Help us wish Jon Eineman, CPA (Tax Advisor), a very Happy Birthday!
10/14/2026

Team member birthday for the month of October! Help us wish Jon Eineman, CPA (Tax Advisor), a very Happy Birthday!

There are many reasons that could prompt you to change advisors. If you're thinking that a new advisor can better meet y...
10/13/2026

There are many reasons that could prompt you to change advisors. If you're thinking that a new advisor can better meet your needs, the process need not be difficult if you have the right team and resources in your pocket.

Read the blog here:
https://storenfinancial.com/4-signs-its-time-to-change-financial-advisors/

4 Signs It’s Time to Change Financial Advisors by the Storen Team | Sep 28, 2026 | Financial Planning, Resources, Retirement How do you know when it’s time to review your relationship with your current financial advisor? “Some relationships just don’t work out. That unfortunate truth applies...

Happy Memory Monday! This post is about all of the wonderful clients we've served over the years. Thank you from the bot...
10/12/2026

Happy Memory Monday! This post is about all of the wonderful clients we've served over the years. Thank you from the bottom of our hearts. We wouldn't be Storen Financial without you!

Learn more about our story:
https://storenfinancial.com/about/

Know anyone who loves taxes?! We're searching for seasonal tax administrators to join our growing team. Please help us s...
10/10/2026

Know anyone who loves taxes?! We're searching for seasonal tax administrators to join our growing team. Please help us spread the word!

Details here: https://storenfinancial.com/careers/

The secret to a stress-free tax season is early preparation. We are officially onboarding for the 2026 tax year! Skip th...
10/09/2026

The secret to a stress-free tax season is early preparation. We are officially onboarding for the 2026 tax year! Skip the new year scramble and secure your spot today with our team of trusted tax advisors.

Learn more about our tax services:
https://storenfinancial.com/tax/

Comprehensive & Specialized Financial Services Storen Financial is an independent investment and accounting firm in the Indianapolis area, serving clients in 43 states. Learn how we can help you develop a comprehensive, long-term financial plan that implements customized tax-saving strategies. Even...

Team member birthday for the month of October! Help us wish Lisa Kellum (Financial Wellness Director) a very Happy Birth...
10/08/2026

Team member birthday for the month of October! Help us wish Lisa Kellum (Financial Wellness Director) a very Happy Birthday!

Although much of our work happens around financial planning, business strategy, and tax returns, some of the best team-b...
10/08/2026

Although much of our work happens around financial planning, business strategy, and tax returns, some of the best team-building happens when we step away from our desks and spend time together.

Read Debbi's blog here: https://storenfinancial.com/stayingonparin-andoutoftheoffice/


Staying on Par In and Out of the Office by the Storen Team | Sep 15, 2026 | Team News Growing Together – In and Out of the Office! At Storen Financial, we believe a strong team is at the heart of a strong client experience. While much of our work happens around financial planning, business strateg...

Address

1120 W Oak Street, Suite 200
Zionsville, IN
46077

Telephone

(317) 852-7000

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