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.
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.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
14074 Trade Center Drive #201, Fishers, Indiana 46038, United States
By Appointment Only
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Wright Planning, LLC (“WP”) is a registered investment advisor registered with the state of Indiana. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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