Deerfield Financial Advisors, Inc.

Deerfield Financial Advisors, Inc. is a financial planner in Indianapolis, IN. The firm provides wealth management services to clients in Indianapolis, Indiana, and Park Ridge, Illinois. Deerfield Financial Advisors utilizes a strategic planning approach called WealthWhile®, which connects client resources with their priorities to help them focus on their most worthwhile passions. The firm serves business leaders, physicians, attorneys, engineers, executives, and women, assisting them in managing complex financial scenarios and capitalizing on opportunities. The team currently works with more than 200 families.

Deerfield Financial Advisors operates with a philosophy known as The Deerfield Way, describing its staff as forward-thinking, relationship-driven professionals. The advisory team includes six advisors: Susie Steel, CFP®, who serves as COO, Wealth Manager, and Senior Shareholder; Aidan Finet, CFP®; Brad Cougill, CFP®, who is CIO, Wealth Manager, and Senior Shareholder; Nathan Melchi, CFP®; Marcus Miller, CPA, CFP®; and Matt Roop, CFP®, CEPA. The firm also employs a client services and business operations team of nine members, led by Business Manager and Chief Compliance Officer Marsha Kalasmiki. Other team members include Lori Conder, FPQP®; Adam Davis; Shannon Ziegler; Susanna Falkmann; Tracy Wailes; Kelly Johnson; Lori Kamminga, FPQP®; and Linda Gehr.

The firm provides detailed guidance on common financial planning oversights that can impact high-income families. This includes strategies for managing restricted stock units, incentive stock options, and the associated tax implications such as the net investment income tax and alternative minimum tax. Deerfield Financial Advisors also advises on charitable giving mechanics, including donor-advised funds, charitable remainder trusts, and qualified charitable distributions for clients aged 70½ or older.

The firm holds a 5.00 rating based on customer reviews.

Deerfield Financial Advisors, Inc. brings its WealthWhile® planning approach and experienced advisory team to Indianapolis, IN, helping local professionals and families navigate complex wealth management challenges.

The firm is situated on North Meridian Street in Indianapolis, about 0.1 miles from East 96th Street and 0.2 miles from the College Crest neighborhood.

BizScoreAI awarded Deerfield Financial Advisors a technical score of 93 out of 100. This excellent rating confirms that the website is technically sound, secure, and indexable. As a result, search engines can read the site without errors.