Financial Enhancement Group, LLC

EST. AUM
$986,999,188

CONTACTS
18

CLIENT ACCOUNTS
3,599

Firm Details

Metro area Indianapolis
CRD Number 159017
Website yourlifeafterwork.com
Client types

Overview

Financial Enhancement Group (FEG) is a wealth management firm established in 1997 by Joseph Clark, CFP®, and Don Hodson, EA. The firm focuses on integrating financial planning and investment management by combining Clark’s experience in investment, insurance, and financial planning with Hodson’s background as an accounting practice owner. The company began in Anderson, Indiana, and later expanded through a partnership with Huth Thompson, LLC, an accounting firm in Lafayette, Indiana, which led to the establishment of a second office. FEG further grew by opening a location in Indianapolis and developing a team that includes Certified Financial Planners, a Chartered Market Technician, a Chartered Financial Analyst, and an Enrolled Agent with the U.S. Treasury, along with a support staff experienced in financial planning and investment management. Currently, FEG manages over $700 million in assets and serves clients in more than 30 states. The firm collaborates with local accounting firms to address the financial and tax-related needs of its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Financial Enhancement Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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