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WealthGuides LLC

WealthGuides is an independent, fee-only registered investment advisory firm based in Indianapolis that works primarily with people in their 40s, 50s, and 60s who are planning for retirement and the big life decisions along the way. We specialize in comprehensive retirement and tax planning, investment management and full-service wealth management, as well as strategies for employees with stock compensation. Founder and CFP® professional Sam Wagner uses a structured planning process and modern tools to coordinate cash flow, investments, and taxes so clients can see where they stand, understand their options, and feel confident on their road to and through retirement.
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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

Sam Wagner, CFP®
NAPFA-Registered Financial Advisor
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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

5915 N College Ave, Ste 208 Indianapolis, IN 46220 Phone: +1 (317) 533-7707

Primary Office

5915 N College Ave, Ste 208 Indianapolis, IN 46220 Phone: +1 (317) 533-7707
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