For individuals and families with full lives and layered finances, and no wish to manage either alone. Built for the complex. Never overwhelming. Just steady, relationship-first guidance, kept close.
Close financial planning, however complex your life.
(NEARSIDE ADVISORS, INDIANAPOLIS)
(How we work)
Money is a tool. Life is the point.
Most financial advice begins with your portfolio. We begin with your life. As wealth grows, financial decisions rarely exist in isolation. Investments affect taxes. Estate plans shape family legacies. Charitable goals influence long-term strategy. We help bring every piece together, providing thoughtful guidance so your wealth can serve the people, causes, and experiences that matter most.
(Who we serve)
Sound familiar?
Life is full and fast. You don't want to spend it managing your wealth.
You want someone you trust to take the wheel - and stay there.
You'd rather talk about your family goals than your asset allocation.
You want to understand the big picture. Not briefed on every detail.
(HOW WE ACTUALLY WORK)
What a client relationship actually looks like.
A typical meeting with us is about half life, half money. We'll ask about your family before we pull up the dashboard.
That isn't small talk. It's how we understand what your money actually needs to do. From there, we keep things clear, keep things moving, and handle the parts you'd rather not think about.
That isn't small talk. It's how we understand what your money actually needs to do. From there, we keep things clear, keep things moving, and handle the parts you'd rather not think about.
(Our services)
What we take off your plate.
01.
Investment management
Diversified with a long-term perspective. Built to last, not to beat the market.
02.
Retirement planning
A retirement built to last, from Social Security timing to a withdrawal plan you can trust.
03.
Planning for life transitions
When life shifts, through a new home, a growing family, a new chapter, the plan shifts with it.
04.
Legacy planning
Working with your attorney so what you've built reaches the people and causes you love, cleanly.
05.
Tax-efficient strategies
Smart decisions made across the year, alongside your CPA, so you keep more of what's yours.
06.
Philanthropic Gift Planning
Tax-efficient giving, structured through the right vehicles, so your generosity reaches further.
(How we work)
Meet Nearside. Small by design, close by nature.
Ask our clients what we do, and most wouldn't start with "financial advisor." They'd tell you about the call we took when things got uncertain - the way we ask about your life before we ask about your portfolio. We're small on purpose. Close enough to know your name, your family, and what matters most.
(step — 01)
A first conversation
No forms to fill out, no homework. Just a relaxed conversation about where you are and what you're hoping to hand off. Free, with no obligation.
(step — 02)
We get the picture
If it feels like a fit, we take the time to understand the full picture. Your life first, then the money, so nothing gets missed.
(step — 03)
You hand it off
From there, we keep things clear and on track. You stay informed where it matters, and free to think about everything else.
(FAQ)
Frequently Asked Questions
How are you compensated for your services?
We're a fee-only fiduciary firm. We're paid one way, through a clear fee based on the assets we manage for you, and nothing else. No commissions, no sales incentives, no payments from fund companies, insurance carriers, or any other third party. It keeps us on the same side of the table as you. As your portfolio grows, so do we. And as fiduciaries, we're held to a simple standard: your interests come before ours, always.
Can you coordinate with my CPA and attorney?
Yes. Good financial planning is rarely a solo effort. Think of us as your personal CFO. We won't pretend to have every answer, but we know who to bring in and when, and we keep everyone working toward the same goals: yours.
Who is a good fit for Nearside Advisors?
We work best with individuals and families who value good advice, would rather hand off the day-to-day, and want a relationship that lasts. Many of our clients are business owners, executives, retirees, and widows, or people in the middle of a big life change: a new baby, a divorce, retirement, an inheritance, or the sale of a business.
