Nate Eix

Support Advisor at WealthPoint Advisors - Indianapolis, IN, US

Nate Eix's Contact Details
HQ
317-818-1040
Location
Indianapolis, Indiana
Company
WealthPoint Advisors
Nate Eix's Company Details
WealthPoint Advisors logo, WealthPoint Advisors contact details

WealthPoint Advisors

Indianapolis, IN, US • 10 - 19 Employees
Financial Services

Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel.Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to "sign up" for services, we strategically move through the process to ensure we provide the best possible investment advice.We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.

Wealth Management Financial Planning Investment Advice Retirement Planning Estate Planning Financial Advice Financial Services Financial Advisory Services
Details about WealthPoint Advisors
Frequently Asked Questions about Nate Eix
Nate Eix currently works for WealthPoint Advisors.
Nate Eix's role at WealthPoint Advisors is Support Advisor.
Nate Eix's email address is ***@wealthpointadv.com. To view Nate Eix's full email address, please signup to ConnectPlex.
Nate Eix works in the Financial Services industry.
Nate Eix's colleagues at WealthPoint Advisors are Brent Walker, Lynn Thompson, Josh Bentz, Michael Skehan, Nate Eix, Ryan Loynd and others.
Nate Eix's phone number is 317-818-1040
See more information about Nate Eix