Remnant Wealth is a fee-only, fiduciary financial advisor serving Indianapolis, Indiana. The depth of a national firm, the access of a local one, and a clear answer to what your money is actually for.
Schedule a Strategy SessionRemnant Wealth serves Indianapolis, the heart of central Indiana, from our office just up the road in Carmel. Founder David Ledbetter brings institutional-grade strategy, the tax planning most advisors skip, and M and A level business exit planning, all as a fee-only fiduciary who is legally bound to put your interests first.
Whether you are in Indianapolis or anywhere in greater Indianapolis, the first step is the same: a short conversation.
"Remnant Wealth is such a breath of fresh air in the personal finance space. After years working with a large advisory firm, I was eager to find a more personal and inspired option. David has been incredible to work with."
"Outstanding service from start to finish. Professional, knowledgeable, and truly client-focused. David goes above and beyond every time."
"David is hands down the best advisor I've worked with to date. Because of his advice I've been able to focus on my business and not question whether or not I'm leveraging my assets on the most beneficial way."
Our office is at 1542 E Greyhound Pass in Carmel, a short drive from Indianapolis, and we also meet by secure video. We work with Indianapolis families and business owners both in person and remotely, whichever you prefer.
Business owners, executives, physicians, high earners, and families across Indianapolis and its surrounding suburbs who want a transparent, fee-only fiduciary who coordinates tax, investments, retirement, and estate into one plan.
Yes. Remnant Wealth is a fee-only, fiduciary Registered Investment Adviser, legally required to act in your best interest, with no commissions or product sales. You can verify our registration on FINRA BrokerCheck.
The first step is a short, no-obligation conversation. We will talk about where you are, where you want to go, and whether we are the right fit. You can schedule it online or call (317) 969-7499.
Schedule your complimentary Impact Call. We will talk about what you are actually solving for, and whether we can help you get there.
Schedule Your Impact CallOr call (317) 969-7499