Perry Financial Group

Perry Financial Group is a financial planner in Indianapolis, IN. The practice serves clients in the greater Indianapolis area and across the United States, offering expertise in financial planning and tax preparation. Services include holistic financial plans tailored to individual needs, focusing on tax planning and preparation, estate planning, investment management, insurance analysis, and cashflow and debt management. Tax services cover both individual returns and business tax planning. The firm is an independent, family-owned agency that aims to help clients increase their financial potential and move into a secure future.

Tom Perry started the practice over 30 years ago, driven by a desire to provide service without the high fees and asset minimums common at larger firms. He has since retired, and his sons, Joe and Eli, now run the business. Eli Perry holds the CFP and CKA designations, while Joe Perry serves as a partner alongside his wife, Marie. The team also includes Crystal Underwood, who serves as the office administrator. The firm’s approach involves an initial conversation about the client's current financial life and future vision, followed by the development of a customized plan. Clients meet at least twice a year, with the option for additional meetings if needed. Financial plans are kept concise, typically under two sheets of paper, and include action items for both the client and the advisor. A customized financial dashboard allows clients to view their entire financial life, and portfolio reviews are conducted at least quarterly to ensure investments are performing as expected.

The office is located at 8001 S Meridian St. It sits on South Meridian Street, about a quarter of a mile from West Meridian School Road and Perry Meridian Middle School. The location is also near Meridian School Road, Perry Park, and Perry Township Fire Station 662, all within a half-mile radius.

Perry Financial Group holds a 5.00 rating from customers who have reviewed it. This positive feedback reflects the service provided by the firm, which emphasizes personalized care and trust when managing finances. The practice prioritizes building lasting relationships, treating clients as valued members of an extended family rather than just numbers.

As an independent, family-owned financial planning practice in Indianapolis, Perry Financial Group combines over three decades of history with a focus on accessible, personalized advice for clients throughout the region and the country.