About
Wright Planning, LLC is a fee-only, financial planning firm that provides tax focused planning and investment management to business owners.
Brian O. Wright, CFP®, MBA
Since 2004, I've been helping individuals and business owners safeguard their assets and plan for financial freedom with tax conscious planning, investing and cash flow consulting.
Along the way, I worked for a handful of respected financial firms, obtained my MBA, passed the CFP® exam, was president of the FPA of Greater Indiana, co-founded FA BeanCounters (which we later sold), co-founded Fiduciary CFO (which we still run) and became "pinball famous". All of this while being a husband to the best CPA on the planet and a father to two amazing kids that inherited my sarcasm.
Joshua Walker
All my adult life I've been fascinated with personal finance, taxes, and the way a family’s relationship with money can be a power for good or ill. I resolved to make financial planning my second career and was thrilled when Wright Planning brought me on in the fall of 2023.
Before passing the CFP® exam and joining the team, I worked in our family business for over 20 years. (Ask me what “A.I.” means in dairy reproduction, if you dare!) For reasons unknown, my high-school sweetheart agreed to marry me and helped me collect a pair of physics degrees from Purdue. As almost-empty-nester millennials, we are the proud parents of a former homeschooler majoring in Neuroscience/Psychology at IUPUI… since “just being my awesome self” isn’t a viable career choice. Our ravenous pup sends his loudest greetings.