Aurora Financial Strategies

Aurora Financial Strategies is a financial planner in Kokomo, IN, serving individuals and families across the greater Kokomo community and beyond. The firm specializes in personalized financial planning, investment management, 401(k) guidance for both individuals and businesses, and life insurance advice. Founded over a decade ago, Aurora Financial Strategies is committed to helping clients at every stage of their financial journey, whether they are young professionals, business owners, retirees, or those navigating career changes. With a 5.00 rating and five verified reviews, the firm is recognized for its client-first approach and dedication to transparency.

The firm is led by Bill Cardwell, CFP®, a certified financial planner and president who brings a strong background in finance and a passion for community service. He founded Aurora Financial Strategies with the mission of offering independent, unbiased advice without sales quotas or product mandates. The team emphasizes building long-term relationships, using tools like eMoney to track progress and adjust plans as life evolves. Clients receive tailored strategies that cover retirement, education, emergency savings, insurance, and major purchases, with a focus on reducing financial stress and building lasting security.

Located at 2705 S Berkley Rd STE 1B, the office sits about a mile from Kokomo High School and a short drive from Country Club Hills Park and Kokomo Fire Station No. 4. It is situated just west of West Lincoln Road and near South Dixon Road, placing it within a residential and educational corridor of Kokomo.

Aurora Financial Strategies stands out for its commitment to accessibility, offering services without minimum account balances and serving clients across 14 states and three countries. The firm’s reputation is built on trust, integrity, and a deep personal investment in each client’s success, making it a trusted name in financial guidance for Kokomo residents.