Precedent Financial Strategies

We design solutions for those seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances.

Specializing in the uniquely complex needs of physicians and high-income families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

9000 Keystone Crossing Suite 145 Indianapolis, IN 46240 Phone: (317) 793-3553

Primary Office

9000 Keystone Crossing Suite 145 Indianapolis, IN 46240 Phone: (317) 793-3553

Other Offices

2017 Elm Street Cincinnati, OH 45202 Phone: (513) 817-0326