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    Your Journey. Your Wealth. Your Life. We help you make the most of all three.

    Financial guidance to help you align your
    wealth with your goals

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    About Us

    Where Family Comes First

    As a multigenerational family business, people mean everything to us. Our firm is built on nearly 40 years of trusted client partnerships, and we consider each one part of our family. We care deeply about the success and well-being of our clients, and our relational planning approach places your values at the forefront—ensuring each financial strategy is supporting what matters most to you. With a deep understanding of you and your goals, we’re here to encourage, celebrate, and guide you through each season of life.

    Meet Our Team
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    Legacy
    Our Story

    Legacies & New Beginnings

    Our firm was named after the legacy we’ve built, our eastside of Indianapolis roots, and the possibilities that come with each sunrise. For more than 38 years, our founder Larry has worked to build a reputation of trust and care among our client family, and his sons Spencer and Hayden are honored to carry that promise into future generations. We believe each new relationship holds valuable opportunities for growth and life change, and we’re committed to helping you shape your best possible future.

    Our Values

    The Pillars of Our Promise

    Exceptional

    We take pride in providing next-level service tailored to your needs, continually striving to exceed your expectations.

    Equipped

    We leverage a network of trusted CPAs and attorneys to help you execute your financial strategies, and we’re happy to partner with those you already know and trust.

    Educated

    Our team is passionate about growing our knowledge, and we are constantly learning and improving so we can provide you the best possible advice and guidance.

    Enduring

    We serve as lifelong partners for our clients and their families—by your side through every season and for generations to come.