Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 125 near 46013

Out of 400,000+ nationwide

firm logo

Justin R

CFP®, Series 63, Series 66

Noblesville, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
firm logo

Kennith M

CFP®, Series 63, Series 65

Fishers, IN

Edward Jones

Charitable giving & philanthropy General estate planning guidance Professional Athlete Educators, Teachers, and Academics Religious/faith focused Values-based investing
firm logo

Brad B

Series 63, Series 66

Fishers, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
firm logo

Kevin S

Series 66

Anderson, IN

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
firm logo

Dawn H

CFP®, Series 66

Muncie, IN

Edward Jones

General retirement planning
firm logo

Austin B

Series 63, Series 66

Pendleton, IN

Fidelity

Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Wealth management Tax-loss harvesting Income planning
firm logo

Scott R

Series 66

Elwood, IN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Adam R

Series 63, Series 66

Fishers, IN

Edward Jones

Charitable giving tax strategies Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Exec comp design Attorney Executive
firm logo

Tanya S

ChFC®, Series 66

Muncie, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Military & Veterans Newlywed/Engaged
firm logo

Justin H

Series 66

Elwood, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Early retirement planning Planning for children with special needs Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")