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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 568 near 46163

Out of 400,000+ nationwide

Sam W

CFP®

Indianapolis, IN

WealthGuides LLC

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)
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Lisa B

CFP®, Series 66

Indianapolis, IN

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Women Professionals
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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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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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Tina W

Series 66

Indianapolis, IN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer LGBTQIA
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Brandon S

Series 63, Series 66

Greenfield, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning
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Kim S

CFP®, ChFC®, Series 63, Series 66

Indianapolis, IN

Edward Jones

Retirement income strategy General retirement planning
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Tyler M

Series 66

Greenwood, IN

Merrill

Tyler Merkel serves as a Resident Director and Wealth Management Advisor at Merrill. Since joining the firm in 2015, he has developed a relationship-driven approach to wealth management, focusing on customized, long-term strategies tailored to clients' specific needs. As a qualified Portfolio Manager, Tyler is authorized to manage client portfolios on a discretionary basis, utilizing a blend of individual stocks and bonds, model portfolios, and selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from Ball State University with distinction and competed on the men's golf program for four years. He is affiliated with the Ball State University Alumni Association. Outside of his professional role, Tyler supports his church and maintains close ties with Ball State University and its men’s golf program. He resides just south of Indianapolis with his wife, Tara, and their three children. His personal interests include golf, basketball, running, fishing, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies
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Patrick L

CFP®, Series 66

Indianapolis, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Mary B

Series 66

New Palestine, IN

Edward Jones

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Wealth management
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