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.
(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
“

I’ve been working with Mark for about six years now.  He explains things to me in language I can understand.  I found him to be supportive and caring as well as giving me that solid financial advice that I have needed.

 - Kristina -
Indianapolis
“

I absolutely love how Mark has advised me on my life finances and helped me plan for my three children.  He is irreplaceable.  He is more than a financial advisor; he is a dear friend.

- Susan -
Carmel
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We are so appreciative of all Mark has done for us!

- Rob and Jen -
Westfield
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I was first referred to Mark Idzik during my divorce.  I was heartbroken, confused, and not very clear on my financial future.  Mark scheduled a meeting with me and in a matter of days had a game plan.

- Greg -
Carmel
“

Mark Idzik was instrumental in helping me navigate the financial complexities of divorce and, just as importantly in helping me build confidence in my financial life afterward.  He combines deep expertise with an exceptional ability to listen, understand, and build trust.

- Betsy -
Fishers
“

Mark truly gave me confidence I could succeed on my own and ask for what I am worth.

- Annie -
Indianapolis
The above testimonials are statements and opinions from actual clients of Nearside Advisors, LLC. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.