Our Structure
As a Registered Investment Advisor (RIA), we are free to act independently. It’s the power of personal choice that differs from that of some other, larger financial firms whose financial representatives are accountable as much to their parent company as they are to their clients.
WHAT
As an RIA, we are required to register with the SEC and any state that we provide investment advice or counsel. Our goal is to serve our clients like they are family.
WHY
The RIA structure allows us full autonomy of our business decisions, including the ability to take on a fiduciary obligation to our clients. This requires us to legally put their interest ahead of our own, regardless of all other circumstances.
HOW
We utilize a third-party custodian to hold our client’s assets. Partnering with a custodian who holds over $1.3 trillion in client assets helps provide an additional layer of security we believe is critical to protect client accounts.
Advisory Team
Alex Davis
Partner & Financial Advisor
Contact Alex Davis
Matt Tully
Partner & Senior Financial Advisor
Contact Matt Tully
David Thyen
Investment & Planning Strategist
Contact David Thyen
Melanie Young
Director of Operations
Contact Melanie Young
Mary Odevich
Client Service Manager
Contact Mary Odevich
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Larson Office | Indianapolis, IN