Hurlow Wealth Management Group, Inc.

Hurlow Wealth Management Group, Inc. Independent, Fee-only, Fiduciary Financial Planners. Committed to serving your best interest. Independent, fee-only, fiduciary financial planners.

With offices in Bloomington and Indianapolis and clients in 22 states, Hurlow Wealth Management Group, Inc. is one of the leading independent advisory firms in Indiana. Independent & Fee-Only by choice, we believe our clients deserve the best, unbiased advice delivered to serve their best interests. Led by John Hurlow and Michael Carson, our team partners with families and businesses to help them

build, manage, and preserve their wealth. Our proprietary planning process, the Coordinated Financial Overview™ (CFO), is designed to ensure that we capture, measure, and monitor every aspect of our clients' plan. We serve as our clients' personal CFOs and are committed to building relationships based on trust, transparency, and honesty.


“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Hurlow Wealth Management Group, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Hurlow Wealth Management Group, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Hurlow Wealth Management Group, Inc. unless a client service agreement is in place.”

🎂 Happy Birthday, Dona! 🎂Wishing you a fantastic day filled with joy, laughter, and celebration. Thank you for everythin...
08/28/2026

🎂 Happy Birthday, Dona! 🎂

Wishing you a fantastic day filled with joy, laughter, and celebration. Thank you for everything you do for our team. We’re lucky to have you!

Have an amazing birthday! 🎉🎈🥳

🎯 Are you invested in a Target Date Fund?For many investors, target date funds are a simple "set-it-and-forget-it" retir...
08/25/2026

🎯 Are you invested in a Target Date Fund?

For many investors, target date funds are a simple "set-it-and-forget-it" retirement strategy. But as you approach retirement, it's important to ask: Is your fund still aligned with your goals, risk tolerance, and retirement timeline? 🤔💰

Turning 50 is the perfect time to reassess your retirement strategy and make sure your investments reflect your unique financial situation, not just your age.

✅ Does your target retirement date still make sense? ✅ Has your financial situation changed? ✅ Are you comfortable with your current level of risk?

Read our latest blog to learn if your target date fund is still the right fit for you: 🔗 https://hurlowwealth.com/blog/is-your-target-date-fund-still-right-for-you/

July Newsletter: News You Can Use💳 Credit Cards Demystified - From choosing your first card to understanding premium opt...
07/31/2026

July Newsletter: News You Can Use
💳 Credit Cards Demystified - From choosing your first card to understanding premium options, we break down what you need to know
🎯 Target Date Funds - Is yours still aligned with your goals?
💰 Mid-Year Cash Flow Review - Perfect time to assess where you stand and adjust for the second half of the year
📅 Upcoming Events - Book club, our 24th anniversary celebration, IU tailgate

Read the full newsletter - https://mailchi.mp/ad6978ab87ab/july-2026

07/31/2026
Planning a dream vacation doesn’t have to wait until retirement — but having a plan makes it possible.Nathan and Lisa’s ...
07/17/2026

Planning a dream vacation doesn’t have to wait until retirement — but having a plan makes it possible.
Nathan and Lisa’s story shows how a $2,000 gift invested wisely can grow into a $25,000 getaway to Fiji and New Zealand.
Ready to turn your retirement dreams into reality?
Read their journey: https://hurlowwealth.com/blogs/how-to-plan-a-25000-dream-vacation/

Red flags mean it’s time to seek a second opinion.Unregistered advisors, lack of contact, dismissive attitudes, and uncl...
07/14/2026

Red flags mean it’s time to seek a second opinion.
Unregistered advisors, lack of contact, dismissive attitudes, and unclear fees jeopardize your financial health. Nearly half of high-net-worth investors plan to change advisors—don’t wait to make the switch if you see these signs.
Protect your wealth with trusted fiduciaries.
Explore your options: https://hurlowwealth.com/blogs/three-red-flags-how-to-avoid-bad-financial-advice/

If you are looking for a complimentary second opinion, schedule your consultation today. Bloomington: 812-333-4726 Indianapolis: 317-550-1833

Is your target date fund still working for you?Remember when retirement felt far away and you could “set it and forget i...
07/13/2026

Is your target date fund still working for you?
Remember when retirement felt far away and you could “set it and forget it” with your target date fund?
Well, if you’re 50+, those days are behind you. 📅
The good news? You now have a much clearer picture of what retirement actually looks like for you. The challenge? Making sure your investments reflect that reality.
Our new guide helps you evaluate whether your target date fund is still working for you—or if it’s time for a change.
Read it here:

Turning 50 marks a pivotal moment in your retirement planning journey. If you’ve been investing in a target date fund, now’s the time to evaluate whether it still matches your evolving financial goals, risk tolerance, and actual retirement timeline.

Address

3925 E Hagan Street Ste 300
Bloomington, IN
47401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18123334726

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