I’m a financial advisor based in Fishers, Indiana…just outside of Indianapolis. In May of 2015, I set out to realize my dream of running my own financial planning and investment management firm. RL Wealth Management was started with the belief that unbiased, independent advice should be available to everyone looking for it. My goal is to simplify the financial lives of my clients, who range from newlyweds just starting out, to retirees living from their money.
Realizing the the traditional financial planning model doesn’t work for younger clients, I developed WealthFusion™, which is a simplified, low-cost way to access a CERTIFIED FINANCIAL PLANNER® professional and a professionally managed investment portfolio.
CERTIFIED FINANCIAL PLANNER® professional (CFP®)
Certified Investment Management Analyst® professional (CIMA®)
RL Wealth Management, L.L.C. is a Registered Investment Advisor in the state of Indiana.