Specialties
About Me
I help Indianapolis young professionals & families identify their financial purpose, save & invest intentionally, and perform multi-year tax planning, so you can live your ideal lifestyle with less financial anxiety.
MFP is fee-only & fiduciary. I also have clients out of state who I meet with virtually.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
WMCP, AAMS
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Advisory services are offered through Millennial Financial Planning LLC, an investment adviser registered with the state of Indiana. Advisory services are only offered to clients or prospective clients where Millennial Financial Planning LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.