Paul McIntosh

At Indy Wealth Advisors, we believe that every individual deserves personalized financial guidance to help them achieve their unique goals and aspirations. Our team of experienced financial advisors is dedicated to providing you with a tailored approach to wealth management, tailored to your specific needs and goals.

Meet Our Team

Our team of financial advisors includes Nathan Zimmerman, Samantha Bush, Matthew Bose, Samuel Sedgwick, Paul McIntosh, and others. Each member of our team brings a unique set of skills and expertise to the table, all with the goal of providing you with the best possible service and results.

Our Process

At Indy Wealth Advisors, we take a holistic approach to wealth management. Our process begins with a thorough discussion to understand your unique circumstances and prioritize your goals. By clarifying where you are today and where you want to be in the future, we can start to build a comprehensive plan to help you address your goals. We'll work closely with you to implement customized savings and investment strategies, and provide ongoing guidance and support to ensure you stay on track.

Client Services

Our comprehensive services include:

Financial Planning: We'll work with you to create a personalized financial plan, tailored to your unique goals and objectives.

Investment Management: We'll help you create a customized investment strategy, designed to help you achieve your financial goals.

Retirement Planning: We'll work with you to create a comprehensive retirement plan, designed to help you achieve your retirement goals.

Protection Strategies: We'll help you create a protection strategy, designed to protect your financial well-being and provide peace of mind.

Monthly Video Market Updates: We'll keep you up to date on market trends and provide timely advice on how to approach different market environments.

Access to LPL Research: We'll provide you with access to LPL Research, a team of experts who provide weekly, monthly, and semi-annual market updates.

WealthLink Dashboard: We'll give you access to your own personalized WealthLink dashboard, a secure online portal that allows you to track your financial progress and make informed decisions.

Resources

We offer a full library of resources, including articles, videos, and webinars, designed to help you achieve your financial goals. Topics include retirement planning, estate planning, insurance, and more.

Get Started

At Indy Wealth Advisors, we're committed to providing you with the personalized guidance and support you need to achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.