RICEBARRETT

The relationships we build and maintain with client families are at the core of our mission as advisors and as friends. They're so very instrumental to the value we bring. Over the years we've built immense trust with our client families, we've maintained high standards for active communication and guidance, and we've formed strategic partnerships that enable us to do more for the people who rely upon us... As a result of the freedom and objectivity that independence provides us, we can identify best-in-class service providers and deliver a deeper level of customization throughout the client relationship. We designed our advisory process to leverage our resources for the purpose of guiding clients toward their family wealth goals... In addition to hosting your annual Comprehensive Checkup, we are your family's resource for exploring new ideas, staying financially organized and making strategic wealth decisions.

Also known as: RiceBarrett Family Wealth

Primary location: Indianapolis United States