I want to see you succeed. Having a comprehensive financial plan aims to get there.
At Elements Wealth Management, our LPL Financial Advisors are 100% committed to helping you develop a personalized plan to help you pursue your financial goals. They are prepared to assist all levels of investors – no matter how young or old you may be and where your risk-tolerance might fall. If you’re ready to get started give me a call at 1-317-524-5058.
We work in teams to make sure you get the best possible service. I’ll be your primary contact, but you can reach out to any member of my team below with questions.
At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, taxes, estate planning, and retirement contributions. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.
Whether you’re getting started or you’re a seasoned investor, Elements Wealth Management has the tools to assist you on your journey. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.
The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee — based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.
The Elements Wealth Management team of advisors is well-equipped to assist Eli Lilly and Company employees and retirees with all aspects of their financial planning.2 We have supported thousands of employees who are planning for their retirement. My team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:
All investing involved risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.