CORE Wealth Advisors
About the Business
CORE Wealth Advisors is a finance institution located at 151 North Delaware Street in Indianapolis, Indiana. Our team of experienced financial advisors are also investors themselves, with over 50 years of collective industry experience. We are dedicated to helping our clients achieve financial success and make their big dreams a reality. Whether you want to pay off debt, buy a house, fund your child's college education, or retire comfortably, we can help you create a clear plan to reach your goals.
At CORE Wealth Advisors, we believe that investing your money is a personal matter, and we provide personalized care to each of our clients. Our customized strategies are built on trust and deep relationships, allowing us to act more like a boutique firm focused on your financial well-being. We offer unbiased and objective advice on wealth management, financial planning, retirement planning, portfolio management, and more.
Our managing partners, Joby and Brad, have over 25 years of experience in the financial services industry and are dedicated to delivering the highest level of client focus. We are a Registered Investment Advisor in the state of Indiana and provide additional brokerage insurance through Lloyd's of London for added protection.
If you're ready to achieve your financial goals and turn your dreams into reality, start with a free consultation with CORE Wealth Advisors. Let us help you create a step-by-step plan for financial success and security. Contact us today to get started on your path to a brighter financial future.
Photos
Location & Phone number
151 N Delaware St #1510, Indianapolis, IN 46204, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"These guys are true professionals that no there craft. Very knowledgeable about the stock market and tax strategy. Recommend them to all my friends and business associates."
"I have been a client of Joby and Brad at CORE Wealth Advisors for several years now. I am not a large client, yet, I have always felt as if I mattered and had access to them whenever I had questions. They take the time on a regular basis to review my plan with me and make sure nothing has changed significantly to ensure I am still on track to meet my goals. They make sure they have the full picture and ask questions I hadn't thought of to make sure the plan is as complete and accurate as possible. I have recommended them many times and this year, my fiancé started working with them as well. I'm a fan!"
"Joby and Brad are exceptional at listening to and partnering with us, helping create a plan, and keeping us engaged as we execute the plan together."
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