Advisors at this firm
Neal C
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Neal Clements is a financial advisor at Pile Wealth Management in Indianapolis, IN, with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. Neal has been with Pile Wealth Management since 2009 and previously worked at RJ Pile & Company, LLC for over 30 years. Pile Wealth Management provides discretionary investment management, financial planning, and access to third-party advisory solutions for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and manages portfolios using a mix of mutual funds, ETFs, individual securities, certificates of deposit, and REITs.
Michael W
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Michael Winslow is a financial advisor with Pile Wealth Management in Indianapolis, holding the PFS™ designation and Series 65 license, and has 26 years of industry experience. He has been with the firm and its affiliated CPA company, RJ Pile & Company, since 1990, serving as a director at the CPA firm where he manages client relationships and leads strategic initiatives. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a diversified mix of mutual funds, ETFs, stocks, bonds, and other securities.
Marc C
PFS™
Indianapolis, IN
Pile Wealth Management
Marc Caskey is a PFS™ credentialed advisor with Pile Wealth Management in Indianapolis, IN. He has been with the firm since 2025 and has prior experience as a partner in the tax department at RJ Pile & Company, LLC d/b/a Pile CPAs since 2019. He also worked at Caskey & Daily, P.C. from 2014 to 2019. Outside of wealth management, he is a partner at an accounting and CPA firm where he focuses on tax, compliance, and consulting. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles including mutual funds, ETFs, stocks, bonds, CDs, and REITs.
Jason P
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.
