The Rose Inc

Wallington Asset Management is an independent, fee-only wealth management firm in Indianapolis, IN, specializing in tailored investment portfolios for high-net-worth individuals, institutions, and qualified plans. With a focus on integrity, transparency, and client-centric services, they strive to create paths to financial security and peace of mind through bespoke investment strategies. Boasting over three decades of experience, Wallington utilizes a multigenerational approach to build tax-efficient, lower-volatility portfolios in-house, addressing each client's unique financial goals. Their dedicated team, which includes seasoned advisors like Michael Charles, emphasizes comprehensive financial planning and portfolio management to drive superior risk-adjusted returns. Generated from the website

Compensation Systems (CSi), a division of HUB International, is a leading firm specializing in designing and administering business retirement plans in Indianapolis, IN. With over 50 years of experience, CSi offers comprehensive services, up-to-date expertise, and personalized attention to detail, helping companies make a meaningful difference in their employees' retirement outcomes. They simplify administration, compliance, and plan operation, providing valuable resources and fostering long-term relationships to complement any HR department. CSi's commitment is to their clients, assisting them in making informed financial decisions to achieve their retirement goals and dreams. They keep clients updated on changes in retirement plan trends and laws through their Retirement Plan News, ensuring participants receive the plan documents they're entitled to. With a focus on simplifying complexities and providing expert guidance, CSi is the trusted partner for companies seeking the right retirement plan to attract and retain the best workforce.Generated from the website

Ronald Blue Trust, based in Indianapolis, IN, specializes in providing comprehensive financial planning and investment management services with a focus on integrating biblical principles. Serving a diverse clientele, including individuals, families, business owners, and nonprofits, the firm takes pride in guiding clients toward achieving true riches by prioritizing faith, family, and stewardship. With over $60 billion in assets under advisement, Ronald Blue Trust's team of dedicated financial advisors emphasizes holistic financial management and philanthropy. Their approach has garnered testimonials from clients who appreciate the blend of financial expertise and faith-based insights, aiding in the development of a lasting and impactful legacy. Generated from the website