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Wetzel Investment Advisors, Inc.

EST. AUM
$338,348,236

CONTACTS

CLIENT ACCOUNTS
1,336

Firm Details

Metro area Indianapolis
CRD Number 305301
Website bookendsfinancialplanning.com
Client types

Overview

Bookends Financial Planning is a registered investment advisor headquartered in Indianapolis, Indiana, providing comprehensive financial planning and investment management services to individuals and families. The firm was established 24 years ago as a family-founded practice and has grown to a team of 9 spanning three generations, with a guiding philosophy of building long-term client relationships rooted in trust, transparency, and treating each client like family. Bookends operates as a fiduciary with a fee-based structure and serves clients both in-person in Indianapolis and virtually nationwide.

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Address

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

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