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Elements Wealth Management

Invest in What Matters

How We Work

At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. 我们的LPL财务顾问首先查看每个客户的整体财务状况,包括教育储蓄, taxes, estate planning, and retirement contributions. 然后,他们会制定一个个性化的计划,对每个人都有意义,并引导客户实现他们的目标.

Who We Help

Whether you’re getting started or you’re a seasoned investor, Elements Wealth Management has the tools to assist you on your journey. 我们没有账户最低限额,所以我们在这里支持所有级别的投资者. 我们的目标是建立影响客户财务成功的终身关系.

How We Charge

Elements Wealth Management的LPL财务顾问通常只收取一笔简单的费用——基于我们代表您管理的资产. 他们可以在这笔费用下提供财务规划和客观建议.

Our Advisors Offer the Following

Services + Products

Managing Investments

了解您的短期和长期目标,我们将为您量身定制最适合您的计划.

Investment Products
  • Stocks & Mutual Funds
  • Fixed Income
  • Annuities
  • Certificates of Deposit

Retirement Planning

Retirement. It's the ultimate goal. 我们的经验使我们能够设计出适合您的投资策略.

Retirement Products
  • 401k Transition Assistance
  • 401k Planning
  • Traditional IRAs
  • Roth IRAs

Save for College

Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future.

College Savings Products
  • 529 College Savings
  • Coverdell Education Savings Account

Aim to Protect Your Assets

我们的顾问是指导您选择最适合您情况的保险和遗产规划产品的专家.

Asset Preservation Products
  • Life & Long-Term Care Insurance
  • Trust & Estate Planning*

* LPL财务代表通过The Private Trust Company N提供信托服务.A., an affiliate of LPL Financial.

OUR ADVISORS

We love what we do! So much, in fact, that we have a collective 125+ years of experience. We love spending the necessary time to get to know you and your goals. 然后,我们创建一个个性化的计划,可以随着时间的推移不断调整,以实现您的财务目标.

Indianapolis Office
Stephen  Brennan

In the Industry Since 2006 | Joined Staff in 2009

Stephen Brennan CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Asset Management Specialist, College for Financial Planning
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Contact Stephen
1-317-524-5008
sbrennan@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Noah  Dennis

In the Industry Since 2017 | Joined Staff in 2017

Noah Dennis MBA, CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • MBA from Indiana University Kelley School of Business
  • Series 7 and 66 registrations through LPL Financial
  • Indiana Life and Health Insurance licensed with long-term care endorsement

Contact Noah
1-317-524-5058
ndennis@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Noah's Website
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Raymond  Mark

In the Industry Since 2008 | Joined Staff in 2009

Raymond Mark CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • Risk Management
  • Financial Planning and Analysis
  • Retirement Planning
  • Indiana Life & Health Insurance licensed with long-term care endorsement

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Raymond
1-317-524-5092
rmark@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Raymond's Website
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Zach  Schroer

In the Industry Since 2000 | Joined Staff in 2016

Zach Schroer AIF®, CRPS®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Extensive experience in the investment industry
  • CRPS® conferred by College for Financial Planning
  • Chartered Retirement Plan Specialist and Accredited Investment Fiduciary
  • Onsite presence at Lilly Corporate Center
  • 有公司退休计划和高管薪酬计划方面的经验
  • Knowledge of Eli Lilly Employee Benefits*
  • Financial Planning and Analysis – customized to each individual

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Zach
1-317-957-7448
zschroer@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Zach's Website
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Liz  Wertz

In the Industry Since 2021 | Joined Staff in 2021

Liz Wertz CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™
  • Knowledge of Eli Lilly Employee Benefits*
  • Onsite presence at Lilly Technology Center
  • Comprehensive Financial Planning
  • Investment Management
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with a long-term care endorsement

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Liz
1-317-957-7620
lwertz@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Liz's Website
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Jim  Wolf

In the Industry Since 1999 | Joined Staff in 2008

Jim Wolf CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • Financial Planning
  • Investment Management
  • Indiana Life & Health Insurance licensed with long-term care endorsement

*礼来和Elements Wealth Management不隶属于LPL Financial.

Contact Jim
1-317-524-5142
jwolf@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Visit Jim's Website
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Katherine Mills
Katherine Mills
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Katherine  Mills

In the Industry Since 2022 | Joined Staff in 2022

Katherine Mills
LPL Sales Assistant
Training, Certifications & Accolades
  • Supports LPL Financial Advisors Raymond Mark and Zach Schroer

Contact Katherine
1-317-524-5035
kmills@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Amanda Richmond
Amanda Richmond
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Amanda  Richmond

In the Industry Since 2003 | Joined Staff in 2023

Amanda Richmond
AVP, Wealth Operations Manager and LPL Registered Sales Assistant
Training, Certifications & Accolades
  • SIE, Series 7, and Series 63 registered through LPL Financial
  • 支持LPL财务顾问Noah Dennis, Stephen Brennan和Liz Wertz

Contact Amanda
1-317-957-7469
arichmond@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Matthew Snively
Matthew Snively
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Matthew  Snively

In the Industry Since 1992 | Joined Staff in 2006

Matthew Snively
Senior Vice President of Wealth Management
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • Series 7, 8 and 63 registrations through LPL Financial
  • Indiana Life & Health Insurance
  • LPL Master’s Qualifier, 2013-2019
  • Bank Investment Consultant Magazine “Top 20 Program Managers,” 2012, and "Top 25 Program Managers," 2015, 2017*
  • 现任董事会/委员会成员:信用合作社产品研究组织, Hamilton County Sheriff’s Reserve, Inc., LPL Credit Union Executive Advisory Council. 以前的董事会/委员会隶属关系:全国信用合作社服务组织协会, National Association of Federal Credit Unions (membership committee), Hamilton County Leadership Academy and Central Indiana Police Foundation.

*To compile list of Top 20 and Top 25 Program Managers, 银行投资顾问公司(BIC)根据几个标准对项目经理进行排名, including the number of advisors they oversee, team assets under management, percentage growth in team production, and production per advisor. BIC uses variables that account for size, 以及捕捉增长和效率的指标,以全面的专业人士, as opposed to those who excel in one area but fall short in others.

Contact Matthew
1-317-524-5127
msnively@bflx.net

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Lafayette Office
Matt  Lerch

In the Industry Since 2012 | Joined Staff in 2018

Matt Lerch CWS® CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™ 
  • Certified Wealth Strategist®
  • Series 6, 7, 63, and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensing with Long Term Care endorsement
  • 2018 Tippy Connect Top 10 Under 40 Nominee*

*2018年Tippy Connect 40岁以下10强提名基于个人在工作场所和社区的成就, leadership and professional growth. Selection committee is comprised of area leaders and past winners.

Contact Matt
1-765-447-0000
mlerch@bflx.net

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

Visit Matt's Website
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Hailie Robinson
Hailie Robinson
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Hailie  Robinson

In the Industry Since 2022 | Joined Staff in 2022

Hailie Robinson
LPL Sales Assistant

Supports LPL Financial Advisors:

  • Matt Lerch

Contact Hailie
1-765-447-0000
hrobinson@bflx.net

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Lilly Experience

我们的顾问团队装备精良,可以帮助礼来公司的员工和退休人员进行财务规划的各个方面.*我们支持了成千上万为退休做计划的员工. 我们的团队擅长了解像礼来公司提供的员工福利,并专门帮助员工:

  • Planning for their retirement
  • Evaluating early retirement offers
  • Pensions
  • 401k investment allocation
  • Equity awards
  • Concentrated stock options

*礼来、Elements Wealth Management和LPL Financial均为独立实体.

TOP ARTICLES

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, 探索与金融专业人士合作如何在你通往更高净值的道路上改变游戏规则.
As high-net-worth (HNW) individuals approach their golden years, 退休计划往往成为他们财务策略的焦点. 这种计划的一个方面有时会造成混淆或误解,那就是社会保障福利的作用. 了解社会保障如何融入退休图景对于那些拥有巨额财富的人来说至关重要,因为它可能会影响其他规划决策.
As expected, 联邦公开市场委员会(FOMC)决定将联邦基金利率的目标区间维持在5.25 to 5.50 percent for the fifth consecutive meeting, 因为它希望在开始降息之前“获得更大的信心,即通货膨胀率正在可持续地向2%移动”.
春天是更新你的退休计划和储蓄习惯的好时机. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings. Below, we discuss three ways to refresh your retirement plan this spring.
Nowadays, when it comes to filing your taxes, there are numerous options. 您可以向税务专业人士(如注册会计师)或税务准备机构(如H&R Block or Jackson Hewitt; in some towns, 在当地图书馆等方便的地方有志愿报税员, or you can do it yourself online (e-file). If you decide to e-file, there are several options available.

Weekly Market Commentary

从LPL金融的合作伙伴那里了解本周的市场新闻. Stay up-to-date on the latest trends and stock market predictions.

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Our Locations

Full Service Offices

Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
1-317-277-7690

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
1-765-447-0000

Eli Lilly Locations (Access restricted by badge)

Indianapolis—Lilly Technology Center
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
1-317-524-5033

Indianapolis—Lilly Corporate Center
Building 21/C DC 2015
Indianapolis, IN 46285
1-317-957-7448

Let's get together.

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Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

1-888-425-0374

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