Wealth advisory for moments of real change.

(NEARSIDE ADVISORS, INDIANAPOLIS)
Nearside is a wealth advisory firm built for life's bigger moments - a new chapter, a hard ending, a fresh start. We keep the financial side clear and close, so you can focus on the life it's actually for.
(About)

Money is a tool. Life is the point. Most financial advice starts with your portfolio. We start with you — what you're going through, what matters most, and what you actually need your money to do. Then we stay close, and handle the rest.

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(How we HELP)

Different doorways. The same care.

Some people find us in the middle of a family transition. Others come for the long view - a career move, a new home, retirement on the horizon. The way in is different. The patience and attention we bring to your life is exactly the same.
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Divorce Financial Planning
Going through a divorce?
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Financial Planning
Need an advisor you can trust?
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(How we work)

Meet Nearside. Small by design, close by nature.

We built Nearside to stay small, so working with us never feels like working with a firm. The people looking after your money know your name, your family, the things you're hoping for and the ones you quietly worry about. They understand your life, not just your balance sheet. Big enough to handle whatever comes. Small enough that you'll never be handed off.
ABOUT US
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Our financial life has gotten a lot more complex over the years. Instead of feeling more stressed, we feel more organized, because we know someone is looking at the whole picture.

Rob and Jen M.
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Over the years we've worked with accountants, attorneys, insurance people, and investment managers. Nearside is the one who keeps it all coordinated, so nothing falls through the cracks.

Susan M.
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Nearside is the first call I make whenever an important financial decision comes up. Taxes, investments, estate planning, or something completely out of the blue, I know I'll get thoughtful advice that puts it all in context.

Greg P.
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Our finances got complicated enough that it was hard to know who should be coordinating everything. Nearside became that person. Having one trusted advisor who understands our whole financial life has given us real confidence.

Mike T.
CLEAR GUIDANCE WHEN LIFE CHANGES

Change is everywhere. We stay close.

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Wealth advisory for moments of real change.