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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Holistic Financial Partners

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United States
Indianapolis, IN
Holistic Financial Partners

For 20 years, we've served hundreds of individuals navigating the complexities of divorce.

We are experts in wealth management and financial planning, but we also specialize in protecting the financial interests of individuals during divorce. All of our advisors have earned the Certified Divorce Financial Analyst (CDFA®) designation. We have served the Indianapolis market for 20 years, working closely with individuals and their attorneys to ensure the best settlement outcome.

03/04/2026

Think you're ready to buy your first home? Do these five things before stepping into that first open house. 🏠

https://www.schwab.com/learn/story/should-you-buy-home-5-things-to-do-first

02/25/2026

You put your spending on automatic with monthly subscriptions for music, streaming services, or meal delivery. Why not put your savings on automatic too?

https://www.schwab.com/learn/story/automate-saving-and-investing-save-invest-repeat

02/20/2026

02/17/2026

529 accounts offer a flexible, tax-advantaged way to save for education. Understanding how they work is key to maximizing your education savings strategy.

https://www.schwab.com/learn/story/saving-college-529-college-savings-plans

02/14/2026

Happy ❤ Day!

02/11/2026

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

https://www.schwab.com/learn/story/managing-finances-after-loss-of-spouse

02/04/2026

Following a divorce, many clients tell us they feel overwhelmed by new financial responsibilities, but with structured support and clear direction, they discover unexpected financial strength and possibility.

https://www.holisticfinancialpartners.com/beyond-the-settlement-5-critical-financial-steps-to-take-in-your-first-year-post-divorce

01/28/2026

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.🎓

https://www.schwab.com/learn/story/3-tax-smart-ways-grandparents-can-help-pay-college

Address

9959 Crosspoint Boulevard
Indianapolis, IN
46256

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+13175503400

Website

http://www.holisticfinancialpartners.com/

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