Integrated, Holistic Services
Customized solutions. Unmatched personal service.

Our Services

  • Wealth Planning
  • Investment Management
  • Donor Advised Funds
  • Risk Analysis
  • Tax Loss Harvesting
  • Cash Flow Planning
  • Roth Conversion Analysis
  • Education Planning / 529 Analysis

Expanded Services

Offered through 1834, a division of Old National Bank*

  • Trust & Fiduciary Services
  • Estate Planning & Administration
  • Specialized Services, such as Philanthropic Services, Business Succession Planning and Executive Succession Planning
  • Institutional Services for a Business or Nonprofit, including Retirement Plan Services
  • Private Banking**