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We approach each client relationship with empathy, considering their perspectives as if they were our own family members—a sibling, cousin, aunt, or uncle. This commitment drives us to continually enhance our expertise, pursue professional certifications and training, and expand the range of solutions and services we offer to best meet the unique needs of our clients.

Our Commitment to
Our Clients, Profession, & Families
Meeting

Estate

Planning

Assisting with drafting and managing trusts and wills and strategies for passing wealth to heirs.

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Private Equity

Management

We help identify and oversee private investments in companies or assets to generate substantial long-term returns while diversifying client portfolios.

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Stock & Bond

Investments

We strategically manage equities and fixed-income securities to balance growth and stability while aligning with clients' financial goals.

Andrea Whitican, CFP
®

Andrea Whitican is a dedicated professional committed to her career, her family, and her clients. Guided by empathy, she approaches her work as though advising a family member, which inspires her to continuously enhance her expertise through certifications and training. Andrea specializes in working with Social Impact Professionals, including educators, healthcare providers, and nonprofit executives. With a holistic planning approach, she provides clear, personalized advice, leaving clients energized and empowered—a result she finds deeply rewarding.

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Ready to Work with Us? 
Give us a call or send us a message today!
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900 E 96th Street, Suite 300

Indianapolis, IN 46240

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