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Helping East Central Indiana build financial plans and grow in financial literacy

Helping East Central Indiana build financial plans and grow in financial literacy

Take advantage of our innovative, data-driven approach to help maximize your return.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Ramsey SmartVestor Pro

As a Ramsey SmartVestor Pro, I would like to answer the questions you have and assist you with any investment needs. We are here to help you find financial peace.  What questions do you have that I can answer? 

Thank you,

Matthew J. Andersion

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Services

In addition to achieving real, year-after-year growth on your behalf, we offer an array of services to those in our community.

Retirement

Achieving the ideal retirement in the future requires a strong foundation now.

Lifestyle

From budgeting luxury expenditures to purchasing your perfect vacation home, we know how to keep your investments secure.

Investment

Our long-term record of healthy returns puts others to shame.

Tax

If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.

Estate

With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Take the Next Step

Work with an objective wealth management firm that has your goals in mind—not one selling financial products.

See What Our Clients Have to Say

Call Us

765-757-6345


Address

3503 West Fox Ridge Lane

Muncie, IN 47304