Hurlow Wealth Management Group

Hurlow Wealth Management Group, Inc. is an independent, fee-only advisory practice serving individuals, families, and businesses.  We provide our clients with comprehensive wealth management strategies designed to help them organize their finances, clarify their goals, and implement an appropriate investment portfolio to help meet those goals.  Before making any investment recommendations, we walk through a planning process with our clients that takes into account their overall financial situation, including: retirement and education planning, estate and legacy planning, insurance and risk management planning, investment-related tax planning, and liability management strategies. With this information, we get to know our clients at a deeper level and are able to provide more tailored recommendations.

Our mission is to form life-long client relationships built on trust, honesty, and transparency.  We work with our clients to formulate a comprehensive plan, implement that plan, and provide ongoing guidance and direction.  As we work to help our clients accomplish their ultimate individual, family, and organizational goals, our focus never wavers from what is important - you, our client.

With offices in Bloomington, IN and Indianapolis, IN, we serve clients in 18 states. We are currently accepting new clients.
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

3925 E Hagan St Ste 300 Bloomington, IN 47401-8649 Phone: (812) 333-4726

Primary Office

3925 E Hagan St Ste 300 Bloomington, IN 47401-8649 Phone: (812) 333-4726

Other Offices

50 E 91st St Ste 205 Indianapolis, IN 46240-1555 Phone: (317) 550-1833