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Bixler Financial

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website bixlerfinancial.com
Client types

Overview

Bixler Financial is an independent financial services firm based in Indiana that provides wealth management and financial planning services. The firm operates as a partner of Carson Group, a national wealth management firm, allowing it to provide clients with a broad range of resources while maintaining local operations. The practice is founded by advisors who emphasize a client-first approach, focusing on helping individuals and families navigate their financial journeys through personalized strategies. The firm is affiliated with Bixler Insurance, integrating risk management and insurance solutions with comprehensive wealth management to serve the needs of the local community in Decatur and Geneva.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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