A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Andy Smith Financial planner serving Indianapolis, IN
CFP®, CIMA®
About me
I’m an English teacher turned outdoorsman turned financial planner. Today, my goal is to help people retire and stay retired – and to serve the underserved as they get to and through retirement. Here at home in Indiana, my wife and I are raising two teenagers to be amazing human beings and we’re trying to spend as much time with them before they’re up and launched. In my spare time – what little there is of it! – I love hiking with our sheepdog and re-reading John Le Carre’s catalog.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Certified Investment Management Analyst®
Education
Bachelor of Arts, Secondary English Education - Purdue University
Services
Financial planning, retirement planning, investment management, insurance guidance, tax planning, estate planning
Locations
Indianapolis, IN
Thanks to Edelman [Financial Engines], we're making little changes to our home so that we can live here and age in place.
Deb S.
Deb S., a current client of ²ÝÁñÉçÇø Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Working With US
Financial planning is a personal pursuit. As your financial advisor, I’ll get to know you – your specific goals, your concerns and what you want to accomplish. By understanding where you’d like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we’ll build a personalized plan that can give you the best opportunity to reach your goals.
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Certain services provided on an educational and guidance basis only.
Frequently Asked Questions
Yes, ²ÝÁñÉçÇø Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. ²ÝÁñÉçÇø Engines financial advisors know how to help optimize your portfolio for today – and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at ²ÝÁñÉçÇø Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the for financial advisors.
At ²ÝÁñÉçÇø Engines, we have more than 144 offices nationwide* – we recommend that you work with an advisor who is in your area. For those who do not live close to an ²ÝÁñÉçÇø Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don’t see a location near you? Our National Advisor Center can help.
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* Data as of Dec. 31, 2024
We have more than 350 financial advisors* here at ²ÝÁñÉçÇø Engines and our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
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* Data as of Dec. 31, 2024
Your wealth planning team is led by your local advisor in your area, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.
The latest insights from our experts
Please see the important information below if the planner holds a CFP® designation. Not all planners will hold this designation.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.