Hoosier Heartland Wealth Management

Investment Advisor Representative

Our Story

In the mid 90’s several companies within our community were downsizing their workforces. These same companies had also transferred their human resource departments to other cities in an effort to become more efficient. This left many workers without the needed resources to help guide them through the retirement process.

That is why we created Hoosier Heartland Wealth Management. We combine access to a world of investments with friendly, personal service and community values you’ve come to expect. Our financial professionals treat you like family, with prudent advice tailored to your unique needs.

Our Mission

To provide premier financial services by valuing our customers, communities, and employees. Small enough to listen. Big enough to help.

We invite you to check out all the material on our website. If something prompts a question, send us an email.