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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This Office

320 N Meridian St Ste 614 Indianapolis, IN 46204-1725 Phone: (317) 287-0575 Fax: (866) 638-8590