about us
From our headquarters in Indianapolis, Acorn Advisors has been serving clients across the country by focusing on their desire to do more with their wealth by better understanding their options and making smarter, more informed decisions.
On average, our team members have been working at Acorn for nearly 20 years. Our experience across full market cycles gives us meaningful insight into helping clients prepare for uncertainty, plan for the future, and seize opportunities whenever they surface.
Our core competencies include:
Financial Planning
Income Planning
& Management
& Analysis
In addition, the personalized service we offer is truly comprehensive.
We do not take a “cookie-cutter” approach. Every client is unique, so every one of our plans is custom built for the individual and their family. We are also deeply experienced in helping small businesses and foundations, which have their own set of challenges.
We are committed to walking you through our planning process, emphasizing education and transparency. Once your full financial plan is in place, we review it with you on a regular basis, making adjustments as needed, because markets change and goals evolve.
No matter the client, we believe strongly in educating them throughout our process, with the goal of helping them become better skilled at both planning and investing.
