My individualized approach helps me build relationships, then find a suitable investment fit for you.
Zach Schroer
Vice President, LPL Financial Advisor AIF®, CRPS®Welcome!
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 1-317-957-7448.
What specialties do I offer?
- Onsite presence at Lilly Corporate Center
- Experience in Corporate Retirement Plans and Executive Compensation Packages
- Knowledge of Eli Lilly Employee Benefits
- Financial Planning and Analysis – customized to each individual
- Cash Flow Modeling
- Tax-Advantaged approach to investing
- Providing a second opinion with a personalized approach
- RFP Analysis
I’m an experienced LPL Financial Advisor - with a detailed knowledge of investment products and services.
- CRPS® conferred by College for Financial Planning
- Chartered Retirement Plan Specialist and Accredited Investment Fiduciary
- LPL Retirement Plan Consulting Program to provide consultation on ERISA plans
- FINRA Arbitrator for 12 years
Your Team
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.
How We Work
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.
Who We Help
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.
How We Charge
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.
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
Lilly Experience
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.1 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:
- Planning for their retirement
- Evaluating early retirement offers
- Pensions
- 401k investment allocation
- Equity awards
- Concentrated stock options
Follow @ElementsWM to Learn More About:
- Upcoming Events and Workshops
- Market Outlooks from LPL Financial
- Timely news and lifestyle articles about investing
- Special promotions or offers
- 1 Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Wealth Management
Elements Wealth Management
225 South East Street; Suite 156
Indianapolis,
IN
46202