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.