Helping East Central Indiana build financial plans and grow in financial literacy
Take advantage of our innovative, data-driven approach to help maximize your return.
Our History
Years of experience have prepared us to guide you through your life transitions.
About Us
A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.
Ramsey SmartVestor Pro
As a Ramsey SmartVestor Pro, I would like to answer the questions you have and assist you with any investment needs. We are here to help you find financial peace. What questions do you have that I can answer?
Thank you,
Matthew J. Andersion
Services
In addition to achieving real, year-after-year growth on your behalf, we offer an array of services to those in our community.
Speak with a neighborhood advisor to learn how we help you reach your goal.
Take the Next Step
Work with an objective wealth management firm that has your goals in mind—not one selling financial products.
See What Our Clients Have to Say
"It has been months since we first met with Matt and his team, and they made the transitions of our investments super easy. We couldn’t be happier"
Sara Customer,
Happy Client and Retiree
"Matt and his team provide world-class financial advice on a very personal level."
George Customer,
Happy Client and Retiree
Call Us
765-757-6345
Address
3503 West Fox Ridge Lane
Muncie, IN 47304