Who We Are

For many, understanding every aspect of personal finances can be daunting. From investments to retirement planning to insurance to tax strategies, the decisions can be overwhelming.

That’s where The Wellington Group comes in!

Whether you have significant assets to manage—or you are just starting to accumulate wealth—the advisors of The Wellington Group have the tools, background, and experience to provide the coaching and investment services to fit your needs. 

As active members in the community for many years, we take pride in knowing that we have helped many people just like you pursue the type of financial future they yearn for.

Our goal is to provide you with guidance designed to help you understand and better define your financial objectives. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

For more information about The Wellington Group and our services, please contact us at (317)846-5055.  We look forward to learning more about your financial objectives and dreams.