Andy Smith

I love seeing relief wash over my clients’ faces when they realize they can retire. Retirement should be exciting. It’s why I always ask new financial planning clients, what’s on your bucket list? As an avid hiker, I know there’s a lot of beauty to see in the world. I’m also familiar with the comparison game, and the feeling that you’re falling behind others. I help clients let go of that perfectionism and chart their own course, so they can enjoy the retirement they deserve.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Indianapolis is here for you, serving Carmel and the entire northern portion of the Indianapolis metro area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.