wiseradvisor

Financial Advisor in Noblesville, Indiana

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Noblesville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Noblesville, Indiana
Financial Advisor Office Location Phone Number
Ryan Veldhuizen
Catalyze Wealth Management
550 Congressional Blvd, Suite 115,
Carmel, IN  46032
(317) 537-7526
Eric Wasson
Edelman Financial Engines, LLC
8555 River Road,
Indianapolis, IN  46240
(317) 579-0700
Matt Teeple
Teeple Wealth Management
111 East Main St,
Brownburg, IN  46112
(317) 362-6264
Chris Meador
Edelman Financial Engines, LLC
107 North State Rd, 135 Suite 105,
Greenwood, IN  46142
(317) 851-8417

Information on Qualified Financial Advisors in Noblesville

Qualifications CRD# 5316123
Series 7, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 550 Congressional Blvd, Suite 115,
Suite 115,
Carmel,
IN 
46032
Phone Number (317) 5377526

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.

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.



Qualifications CRD# 3012307
FirmCRD# 104510
Series 4, 7, 9, 10, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 8555 River Road,
Suite 350,
Indianapolis,
IN 
46240
Phone Number (317) 5790700

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1997. Successfully completed the Series 4, 7, 9, 10, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Has appeared on various programs for Fox Business and CNBC as well as WISH-TV's Indy Style. Has been quoted in several online resources including the Wall Street Journal, Fox Business, Marketwatch, and More magazine. Has attended every Indianapolis 500 since 1989. Married to Natalie. They have six children: Phillip, Hanna, Adam, Mairin, Owen, and Amelia.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Office Location 111 East Main St,
Brownburg,
IN 
46112
Phone Number (317) 3626264

Matt graduated with high distinction from the Kelley School of Business at Indiana University in Bloomington earning his degree in finance and a minor in economics. In 2008, he earned the Certified Financial Planner designation by completing graduate level coursework in the areas of general financial planning, insurance, investments, and retirement, tax and estate planning and successfully passing the 10-hour comprehensive exam which covered all areas of study. Matt's career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters. Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEOs, high ranking political officials, and numerous other business owners, physicians, and professionals. Most recently, Matt has been honored in five consecutive years by Five Star Professional who designated him as a Five Star Wealth Manager. In 2017, Matt and his firm were selected by Dave Ramsey to participate in Dave's SmartVestor Pro program. This program comes with very exclusive admittance standards, and it is designed to help potential clients who are familiar with Dave Ramsey streamline their advisor selection process. All SmartVestor Pros have been thoroughly vetted by Dave and his team and abide by the type of financial principles that Dave Ramsey so often speaks and writes about. ​

About Teeple Wealth Management

Teeple Wealth Management is a 100% fee only, completely independent, Registered Investment Advisor (RIA) firm specializing in providing comprehensive wealth management solutions to families and small businesses. As a Certified Financial Planner (CFP), we are trained and able to help you in any of your financial matters whether that be retirement planning, investments, cash flow, risk management, or tax, estate or education planning.



Qualifications CRD# 5577661
FirmCRD# 104510
Series 3, 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 107 North State Rd, 135 Suite 105,
Greenwood,
IN 
46142
Phone Number (317) 8518417

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Telecommunications from Indiana University. Married to Natalie. They have one child: William. Chris enjoys spending time with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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