Teeple Wealth Management
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Description of Services
Teeple Wealth Management offers comprehensive financial solutions covering a wide array of issues that life will inevitably throw at you…
* Retirement Planning
* Risk Management
* Budgeting and Cash Flow
* Estate Planning
* Education Planning
Certified Financial Planner
Dave Ramsey Certified Smartvestor Pro
4 Year Recipient Five Star Wealth Manager as featured in Indianapolis Monthly Magazine
Experience & Philosophy
Matt’s career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters.
Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEO’s, high ranking political officials, and numerous other business owners, physicians, and professionals.
Teeple Wealth Management was founded in 2008 as an independent, fee-only wealth management firm. The business model that was implemented was revolutionary in the industry at the time as it imposed a client cap on clients per advisor to ensure client service was the best in the business, a money back guarantee, and quarterly face-to-face meetings with clients. As a result of this model, in stark contrast to that of its competitors, Teeple Wealth Management has stood out amidst its peers, attracted many new clients, and has experienced an unparalleled 100% client retention since opening its doors!