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Cottage Wealth Advisors

EST. AUM
$500,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website cottagewealthadvisors.com
Client types

Overview

Cottage Wealth Advisors is a boutique financial advisory and planning firm located in Evansville, Indiana. Under founder Nancy Bach, the firm emphasizes deep client relationships and a goal-oriented, personalized approach. They offer a full spectrum of services: retirement planning, estate planning, investment advisory, insurance, tax-aware strategies, legacy planning, and ongoing portfolio management. Through their affiliation with &Partners, LLC, they blend fiduciary advisory and brokerage infrastructure. Their ethos is transparency, integrity, and tailoring solutions to align with clients’ life goals.

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Alternative Activity

Address

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

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