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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 749 near 46143

Out of 400,000+ nationwide

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Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth is an independent advisory firm for high earners and high net-worth individuals who want to focus their time, energy, and money on what is most important to them. We're purposefully built with the skill sets and experience to care for our clients' diverse financial needs. You'll see tangible results with our synergistic approach as the entire Pillar team partners with you to develop a unique plan that helps you focus on the items you can control, while mitigating those that you can't. The result is a collaborative, high-level, individualized plan to accomplish your Purpose. Whether you need help maximizing your business' cash-flow, creating an income stream in retirement, saving taxes, or identifying real estate investment opportunities, we're committed to partnering with you as your life, your goals, (and the markets) change. It's our Purpose to get clear on yours.

Business ownership considerations Business Financial Management Wealth management Founder/Business Owner
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Kendrick T

CFP®, Series 66

Indianapolis, IN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Eric R

CFP®, Series 66

Plainfield, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management
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Adam W

Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Emma S

Series 66

Mooresville, IN

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Meredith K

Series 63, Series 66

Greenwood, IN

Edward Jones

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James R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Ryan Y

Series 63, Series 65

Indianapolis, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner
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Erin L

Series 66

Indianapolis, IN

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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