Lasting relationships. For all that matters

Train along mountain range

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kristin Popovic

    Kristin Popovic

    Executive Director

    Branch Manager

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    Both
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • Scott E. Troutman

          Scott Troutman

          Director

          Admin Manager

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          Both
          • IN
          • OH
                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
              Education financing

              Education financing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              A way forward

              Understanding your life, your wealth and what you want to accomplish.

              We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

              Let's talk about how we can help you plan for the life you want

              Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.3 trillion

              In invested assets globally 
              As of 12/31/2021

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights