Acuity Financial Advisors / Financial Advisor in Greenwood, Indiana

Acuity Financial Advisors is a fee-only investment advisory and financial planning firm located in Greenwood, Indiana.

Our approach to wealth management is built upon YOUR needs and OUR relationship.

Whether you wish to understand the relationship between your assets and your life goals, or simply want to improve your investment strategy, we can help.

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFA CFA Charterholder CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning MBA Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Sustainability Trustee Services Wealth Management Women's Issues Young Investors