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Brent Perry (CFP®)

Brent Perry focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

I specialize in working with busy professionals who do not have the time, inclination, nor expertise to systematically improve their financial and, ultimately, life goals.  A typical client would be singles or families between the ages of 35 and 60 who have a desire to make their financial life better.  I don't not care about your level of investable assets or your net worth.  What matters is that you have a financial goal you want to achieve and you want help from a professional and unbiased source.

NAPFA Start Date

July 11, 2007

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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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Visit Website Download vCard
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

PO Box 44442 Indianapolis, IN 46244 Phone: (317) 287-0575 Fax: (866) 638-8590
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