CORE Wealth Advisors

CORE Wealth Advisors is a Registered Investment Advisor in the state of Indiana, providing expertise in wealth management, financial planning, retirement planning, portfolio management, investment advisory strategies, charitable planning, and wealth transfers.

The firm distinguishes itself by offering customized strategies built upon trust established with each of their clients, acting more like a boutique firm focused on maintaining and building deep relationships built upon the cornerstone of trust.

The Managing Members of the firm have over fifty years of combined experience in the financial services industry, focusing on providing unbiased and objective advice on how to build, grow and transfer family and business wealth.