Michelet Financial brings Fortune-500 financial discipline to Indianapolis families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Indianapolis business owners and Carmel/Fishers professionals need year-round planning that ties tax strategy to their investments.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Indianapolis investors and Marion County.
Comprehensive planning for Indianapolis households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Indianapolis professionals and owners preparing for the next chapter.
Carmel and Fishers households get flat-fee, tax-coordinated advice from Michelet Financial.
Yes - we work with clients throughout Indianapolis and the surrounding central Indiana, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Indianapolis anchors a logistics, life-sciences (Eli Lilly), and manufacturing economy with a low cost of living and steady wage growth. Stable corporate employment makes 401(k) optimization and retirement income planning high-value for Indianapolis savers.
Indiana's flat state income tax plus county taxes make contribution and withdrawal planning worthwhile for Indy households. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Indianapolis, IN clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.