Trusted Financial Advisors
Since 1986
Our goal as fiduciaries is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace; so you can stop worrying about money all the time.
Our Vision
"We help proactive savers who value fiduciary guidance commit to a strong financial future. We help them clarify their financial priorities and lifetime money goals and strive to help them stop worrying about money and enjoy their lives. We will know we are successful when we help our clients to dream again through deeply personal finances.”
Our Services
1
WEALTH MANAGEMENT
A financial advisor considers your unique wants and needs to guide you towards your retirement and wealth-based goals. We understand that building your wealth and planning for the future is not just about growth—it's also about identifying and mitigating the risks that could undermine your financial stability. We empower you to take control of your finances and implement strategies to protect your financial future.
2
FINANCIAL MANAGEMENT
A financial planner transforms your financial confusion into clarity. We guide you in understanding your current financial situation and defining your future financial ambitions. Our expert team of advisors will develop a strategic roadmap tailored to achieve your goals, organizing your finances in harmony with your long-term aspirations and core values.
3
ASSET MANAGEMENT
No one wants to face financial uncertainty. The key to securing your financial future lies in aligning your investments with your unique circumstances—your risk tolerance, objectives, and current financial status. A one-size-fits-all approach doesn't work in investing. We are committed to crafting a personalized strategy that suits your needs, guided by a professional who prioritizes your best interests.
About Us
Halter Ferguson Financial was founded in 1986 in Indianapolis, Indiana. We have grown quite a bit since then and although a portion of our clients still reside in the Indianapolis area our client base now stretches across the United States.
Finances can be an intimate subject. Through our process we work to gain your trust so that we can have a lifelong meaningful relationship with you and generations to come. Our team of Indianapolis financial advisors offers experience in asset management and financial planning services to help you make better financial decisions to achieve your financial goals. We take the time to listen to your personal situation, identify your goals and needs, and build an investment portfolio or financial plan to suit your situation. It is a wealth management approach.
Contact
13080 Grand Blvd. Ste. 130
Carmel, IN, 46032
(317) 875-0909