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Indigo Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Greenville, SC
CRD Number
Website indigoadvisors.com
Client types

Overview

Indigo Advisors is a Clemson, SC–based wealth management practice focused on personalized, goals-driven financial planning. The team serves individuals, families, executives, professionals, educators, and small business owners with integrated services spanning retirement income planning, estate and tax-efficient investment planning, investment management, comprehensive wealth coordination, and insurance solutions. Their approach begins with deep discovery, customized strategy design, hands-on implementation, and adaptive, ongoing portfolio and plan monitoring. Indigo Advisors is affiliated with &Partners, a hybrid SEC-registered investment adviser and broker-dealer that provides custody via Fidelity/National Financial Services and access to an institutional-quality investment platform and technology.

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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