Isaiah Douglass (CFP®)

Isaiah Douglass focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

I focus on a standard of care in regards to working with clients similar to how our clients approach working with their patients. 

I view the life stages of veterinarians and dentists in four distinct areas:

  • New Grads/Associates
  • Practice/Hospital Owners
  • Practitioners over the age of 50 
  • Retired 

Additional Information

Favorite Quote:
"Anytime you find yourself on the side of the majority, it’s time to pause and reflect." Mark Twain

Hi, I’m Isaiah Douglass a partner at Vincere Wealth Management. I graduated from Indiana University with my Undergraduate and Master’s degrees. I left a large bank run financial firm in 2018 with a mission to serve dentists and veterinarians.

I merged the financial planning firm I founded with Josh in the summer of 2020. I’ve always been a team sports player growing up, and wanted the same dynamic in business. When I met Josh, I knew we could do more together than we could alone.

I’m a self-proclaimed podcast junkie and have my own podcast called The Veterinarian Success Podcast. I’ve been featured in, dvm360, VetPartners, and The National Association of Personal Financial Advisors.

Away from work you can find me with my wife, Emily, and son, Everett. When it comes to sports, I’m an avid supporter of the University of Florida and AS Roma.

NAPFA Start Date

July 11, 2018


This Office

3500 Depauw Blvd Ste 1110 Indianapolis, IN 46268-1136 Phone: (317) 707-6238