Connect with Top-Rated Financial Planners in Fishers!

Asset Management Strategies provides fee-only investment advice specializing in retirement planning, IRAs, 401k rollovers, and long-term investing. Our financial planners avoid potential conflicts of interest by working solely for you, ensuring that our success is attributed to the philosophy that we will always place our client's best interests ahead of our own. We offer comprehensive financial planning, personalized investment strategies, and ongoing portfolio management, all delivered with a fiduciary standard of care. By choosing AMS, you can expect a partnership that prioritizes your financial well-being, ensuring that every decision made is with your best interest in mind.

Lantern Global Advisors is an independent financial advisor firm that helps clients redefine their concept of wealth. With expertise in financial planning, investments, tax and estate planning, risk management, retirement planning, and charitable giving, the team of experienced advisors, including Jim Pinkston, Henry Hernandez, Julie Kanedy, Kelly Martin, Thomas Waterway, and Joel Sauer, work together to create personalized financial plans that align with their clients' unique goals and aspirations. Their goal is to help clients achieve financial independence and security, while also making a positive impact in their communities. Whether it's clarifying financial goals, solidifying financial futures, or achieving financial independence, Lantern Global Advisors is committed to providing exceptional service and strategic guidance to help clients achieve their financial aspirations.