Financial Advisors Helping You

Find Your Freedom

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Geist Family Wealth’s financial advisors, serving Fishers, Indiana, and beyond, help you define that why and create a financial plan that lets you live out your unique vision of freedom.

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Our Values

Purpose

We believe that life is about more than just money and have created a process to help you explore the intersection of your wealth and purpose.

Stewardship

We invest your hard earned resources with care, objective guidance and research-backed conviction to grow and preserve your wealth.

Transparency

We cherish our integrity and openly communicate to ensure your questions are answered accurately and promptly.

Our Proven Process

The value we add to our clients’ lives is centered on an established and proven process to understand what’s most important to them. We then develop custom-tailored solutions and provide long-term strategic advice to help them pursue true family wealth.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Private Client

Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.

How Can We Help You?

Set My Family Up for Success

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

Accumulate Wealth

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

Prepare for Retirement

Retirement is approaching, and I want to make sure my family has the income we’ll need.

Leave a Legacy

I've accumulated wealth and want to develop a long-term tax efficient strategy to pass it on to my family and others

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Download a Complimentary Resource

Estate Planning

Estate Planning

While it's easy for people to back-burner estate planning due to busy schedules, or thinking they've got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.
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Estate Planning
4 Mistakes People Make With Their First Million

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.
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4 Mistakes People Make With Their First Million