Hendricks County Wealth Advisors

Hendricks County Wealth Advisors Investment services you need at a financial institution you trust. Member FINRA/SIPC. MSTC and HCBT are not affiliated.

Hendricks County Wealth Advisors is a full service investment and financial planning firm that works diligently to prepare and implement financial solutions for our clients by understanding each client’s unique financial situation. We are committed to providing our clients with the products, service and advice they need to make some of life’s most important financial decisions. Our mission at Hend

ricks County Wealth Advisors is to promote economic prosperity - improving the quality of life in the community we serve. We will do this by providing quality services in a professional manner with employees who are empowered to recognize and respond to the needs of our customers. Call our team today to schedule a free consultation regarding your financial situation and get on the road to achieving your financial goals. Hendricks County Wealth Advisors is a division of Hendricks County Bank and Trust Company (HCBT). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance and Investment Advisory Services are offered through Midwestern Securities Trading Company LLC (MSTC). Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/

This communication is strictly intended for individuals residing in the United States.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/02/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?Starting early and...
05/29/2026

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?

Starting early and contributing consistently, even small amounts, can make a meaningful impact over time.

Why consider a 529 plan?
📚 Potential tax advantages
📚 Tax-free withdrawals for qualified education expenses
📚 Flexible use for tuition, books, room & board, and more
📚 Family members, including grandparents, can contribute
📚 Potential Roth IRA rollover options for unused funds, subject to limitations

Interested in learning more? Connect with our team to explore your options and build an education savings strategy tailored to your family’s goals.


Note: A 529 plan is a tax-advantaged savings vehicle intended for education expenses. Before selecting a plan, individuals should review applicable fees, investment options, and state-specific tax treatment. State tax laws may differ from federal laws, and eligibility for tax deductions will depend on the taxpayer's state of residence. Nonqualified withdrawals may be subject to income tax and a 10% federal penalty on earnings.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
05/28/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
05/26/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

In honor of Memorial Day, our office will not be open today but we will resume normal hours tomorrow, May 26.
05/25/2026

In honor of Memorial Day, our office will not be open today but we will resume normal hours tomorrow, May 26.

Congratulations to the graduating classes of 2026!🎉🎓As you celebrate this exciting milestone, we applaud your hard work,...
05/22/2026

Congratulations to the graduating classes of 2026!🎉🎓

As you celebrate this exciting milestone, we applaud your hard work, dedication, and your bright future ahead. Graduation is not only a time to reflect, it's also the perfect moment to start thinking about your financial future.

Whether you're heading to college, starting a career, or exploring new opportunities, building smart saving habits early can make a big difference down the road. Don’t hesitate to reach out and schedule a time to meet with us.

From all of us, best wishes for your next chapter! 💼

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
05/21/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/19/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Address

963 N. Avon Avenue
Avon, IN
46123

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13172047979

Website

Alerts

Be the first to know and let us send you an email when Hendricks County Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hendricks County Wealth Advisors:

Shortcuts

Share

Category