Overview

We are a team of fiduciary financial advisors in Columbus, Indiana. Under the fiduciary standard, we:

  • Are legally and ethically obligated to act in your best interest
  • Receive no commissions or undisclosed compensation
  • Avoid, disclose and minimize conflicts of interest
  • Must operate with prudence and care at all times

Meet the Team

Read Mark’s Bio

Mark Foster, CFA

MANAGING PARTNER,
CHIEF INVESTMENT OFFICER,
PORTFOLIO MANAGER

Read Mickey’s Bio

Mickey Kim, CFA

MANAGING PARTNER,
CHIEF OPERATING/
COMPLIANCE OFFICER

Read Matt’s Bio

Matt Kirr

PARTNER,
DIRECTOR OF CLIENT SERVICE

Read Zach’s Bio

Zach Greiner, CFP®

DIRECTOR
OF CLIENT SERVICE

Read Maggie’s Bio

Maggie Kamman, CFP®, IACCP®, CMA

DIRECTOR OF OPERATIONS,
FIXED INCOME PORTFOLIO MANAGER

Read David’s Bio

David Kirr, CFA

PARTNER,
SENIOR CLIENT SERVICE OFFICER

Support Team

Donna Katheeder

OFFICE MANAGER

Carrie Loesch

CLIENT SERVICE
COORDINATOR

Kathy Burnett

EQUITY TRADER,
BACK OFFICE SPECIALIST

Lillie Watson

ADMIN, BACK OFFICE SPECIALIST

Our Values

We have operated as a company over five decades under the following set of core values:

Humility

We don’t know what’s going to happen next, but we’ve seen and been through it all.

Responsibility

We do what we say we’re going to do.

Loyalty

We act as fiduciaries, always putting our clients’ best interests first. We receive no commissions or payments for recommending specific products.

Discipline

We seek investment opportunities by carefully assessing an asset’s value relative to its price and acting with discipline, patience, and conviction.

Your Local Advisor

Fee-Only Financial Advisor in Indiana

As Columbus, Indiana-area financial advisors, we work with clients across:

  • Indianapolis, Indiana
  • Bloomington, Indiana
  • Seymour, Indiana
  • Franklin, Indiana
  • Greenwood, Indiana

Seeking fee-only financial advice but not based in Indiana? We also work virtually with clients outside our local area.

Whether you’re retiring in Indiana or relocating, we provide personalized retirement planning for people who live in the Bartholomew County area. Working with an Indiana-based CFP can help with local tax considerations, cost of living, and retirement planning specific to Indiana.