wiseradvisor

Ryan Veldhuizen
Catalyze Wealth Management

Tel: (317) 537-7526
550 Congressional Blvd, Suite 115
Carmel, IN 46032

Your Life. Your Wealth. Your Plan.

Catalyze Wealth Management | Financial Advisor in Carmel ,IN


About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.

This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.

We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.

You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.


General Information

Firm Start Year:   2018
No.of Employees:   2-4
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mortgages & Real Estate, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, At your home, Video Conference


Qualifications & Memberships

Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA)


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets


Board Positions

Organization:  IU School of Medicine
Position :  Planned Giving Committee

Education

B.A. - Economics  Taylor University
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Faqs

  • What are your qualifications? What is your education background? I am a Certified Financial Planner (CFP®) and have earned a master's degree in personal financial planning.
  • What services do you offer? Financial planning and investment management.
  • How are you compensated? How will I pay for your services? Catalyze is a fee-only firm.
  • Have you ever been charged with any breaches? No.
  • What financial institution(s) do you represent? None. We are a completely independent firm.
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Ryan Veldhuizen

Ryan Veldhuizen

CFP®, CERTIFIED FINANCIAL PLANNER

Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions.

Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a masters degree in Personal Financial Planning and has also studied International Economics at Oxford University in England.

Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the childrens ministry at his familys church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.

My Team

Tyler Winkleman
Tyler Winkleman JD
Tyler works closely with you on business and personal matters and provides essential guidance through the process of developing appropriate estate plans based on your unique desires, goals, and objectives. Tyler graduated Magna Cum Laude from Indiana University's Robert H. McKinney School of Law after studying finance and accounting at Grace College. Having worked in the financial services, accounting, and legal fields, Tyler brings with him varied experiences from which he draws upon a ...more

Justin Stephens
Justin Stephens CPA
Justin helps you with tax preparation and planning. He knows the tax strategies and deductions that are available to you and will make sure you take them, while staying compliant with tax laws and filing requirements, so you don't have to worry. Justin credits his early interest in accounting to his mom who runs a bookkeeping company. He later graduated with a degree in accounting and finance from Cedarville University and is a Certified Public Accountant. Justin's experience in both pu ...more

Erin Winkleman
Erin Winkleman
Erin assists you with day-to-day service requests and administration, including opening new accounts and processing of withdrawals, transfers, and deposits. She also acts as a liaison between you and your team of advisors to ensure our advice is based on accurate information. Erin graduated from Grace College with a degree in accounting and worked for several years in corporate accounting. Her accounting background and attention to detail keep our team running smoothly and efficiently t ...more

Communities Served

Anderson Arcadia
Atlanta Beech Grove
Brownsburg Camby
Carmel Cicero
Fishers Fortville
Greenfield Greenwood
Indianapolis Ingalls
Lapel Lebanon
Lizton Mc Cordsville
New Palestine Noblesville
Pendleton Pittsboro
Plainfield Sheridan
Westfield Whitestown
Zionsville Wilkinson

Social Networks

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