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Everwise Credit Union - East Carmel Drive
Dee Herring
635 E. Carmel Drive
Carmel, IN 46032
Phone: (317) 564-3516
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Credit Unions, Financial Services, Mortgage Services
Everwise Credit Union 96th Street
Lauren Larson
8375 E. 96th Street
Indianapolis, IN 46256
Phone: (317) 596-7880
Fax: (317) 596-7883
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Financial Services, Credit Unions, Banks/Credit Unions/Savings and Loans, Mortgage Services
Everwise Credit Union Carmel
Dee Herring
1424 West Carmel Drive
Carmel, IN 46032
Phone: (317) 574-3550
Fax: (317) 574-3553
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Credit Unions, Financial Services, Mortgage Services
Everwise Credit Union Fishers
Donna Daniel
10998 Allisonville Road
Fishers, IN 46038
Phone: (317) 572-2326
Fax: (317) 845-7839
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Financial Services, Credit Unions, Banks/Credit Unions/Savings and Loans, Mortgage Services
Everwise Credit Union Noblesville - Mercantile Blvd.
Stephanie Lay
17000 Mercantile Blvd.
Noblesville, IN 46060
Phone: (317) 770-2327
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Credit Unions, Financial Services, Mortgage Services
Everwise Credit Union Westfield
Cole Mitchell
144 W. Main Street
Westfield, IN 46074
Phone: (317) 399-8009
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Leadership Investor
Since our founding in 1931, TCU has grown to 54 locations and more than 300,000 members, making us Indiana’s largest credit union. We offer traditional banking services, plus investments and insurance for individuals and businesses. We focus on providing lower loan rates, higher rates on deposits and generous rewards programs. We're also part of the CO-OP Shared Branch Network which allows our members to walk into 5,600 different credit union locations nationwide to do business.
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Credit Unions, Financial Services, Mortgage Services
First Merchants Bank Meridian Plaza

10333 North Meridian Street, Suite 350
Indianapolis, IN 46290
Phone: (317) 844-2980
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Leadership Investor
At First Merchants, we’re committed to your business success and will provide you with a unique blend of banking expertise, local market knowledge, and competitive products to help you achieve your business goals. Whether you’re looking to avoid a monthly service charge, have a large volume of transactions, or want to earn interest on your deposits, our accounts will deliver. And they come with features you’ll love, including an Online Banking system with Bill Pay, ACH and Wire Transfer capability, and additional Cash Management services like Merchant Processing, Purchasing Cards, Remote Deposit, and more. Talk to us about how we can partner with your business today. Come experience true community business banking; visit one of more than 70 convenient First Merchants banking centers including locations in Carmel, Fishers, Noblesville, and Westfield, or visit us online at www.firstmerchants.com. Member FDIC. (139)
Member Since: 1998

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Commercial Lending
First Merchants Bank Private Wealth
Michael Daugherty
11033 North Meridian Street, Ste 350
Indianapolis, IN 46290
Phone: (317) 844-2980
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Leadership Investor
First Merchants Bank has a rich heritage as a community bank, and we’re pleased to have the opportunity to serve Hamilton County! We’re proud to have “The Strength of Big,” offering banking, insurance, and trust services throughout Indiana and into Ohio. But we also boast “The Service of Small.” We get to know our neighbors, and we support our communities. Since opening in 1893, we have worked hard to earn your trust and keep our commitment to the communities we serve. We’re ready to help you with opening a checking account, signing up for online and mobile banking, cash management and loan advice. Come experience true community banking; visit one of more than 70 convenient First Merchants banking centers including locations in Carmel, Fishers, Noblesville, and Westfield, or visit us online at www.firstmerchants.com. Member FDIC. (135)
Member Since: 1998

See Also Banks/Credit Unions/Savings and Loans, Financial Services
FORUM Private Client Group, LLC
Benji Banks
11313 USA Parkway
Fishers, IN 46037
Phone: (317) 558-6321
Fax: (317) 558-6320
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Leadership Investor
Member Since: 2001

See Also Business Services
Old National Bank
Lisa Stark
1430 South Range Line Road
Carmel, IN 46032
Phone: (317) 705-7700
Fax: (317) 705-7701
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Insurance Services, Commercial Lending, Retirement Planning, Private Banking Services, Wealth Management Solutions, Mortgage Companies/Brokers
Old National Bank - 116th Street
Hayley Lowe
9765 E. 116th Street
Fishers, IN 46037
Phone: (317) 596-8400
Fax: (317) 596-8401
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Insurance Services, Commercial Lending, Retirement Planning, Private Banking Services, Wealth Management Solutions, Mortgage Companies/Brokers
Old National Bank - 96th & Gray
Lisa Stark
4805 E. 96th Street
Indianapolis, IN 46240
Phone: (317) 818-8835
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Insurance Services, Commercial Lending, Retirement Planning, Private Banking Services, Wealth Management Solutions, Mortgage Companies/Brokers
Old National Bank - Geist
Julie Newby
9901 Fall Creek Road
Indianapolis, IN 46256
Phone: (317) 841-1600
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Commercial Lending, Financial Services, Mortgage Companies/Brokers, Private Banking Services, Retirement Planning, Wealth Management Solutions
Old National Bank - Noblesville
Jason Peters
15941 Cumberland Road
Noblesville, IN 46060
Phone: (317) 776-7530
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Commercial Lending, Financial Services, Insurance Services, Mortgage Companies/Brokers, Private Banking Services, Retirement Planning, Accounting Services, Wealth Management Solutions
The National Bank of Indianapolis - Carmel Office
Andrea Malone
613 E. Carmel Drive
Carmel, IN 46032
Phone: (317) 818-3000
Fax: (317) 818-8160
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Mortgage Companies/Brokers, Commercial Lending
The National Bank of Indianapolis - Geist/Fishers Office
Valentine Klimkowski
11701 Olio Road
Fishers, IN 46037
Phone: (317) 849-9800
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Mortgage Companies/Brokers, Commercial Lending
The National Bank of Indianapolis - Village of West Clay
Christine Rainey
2410 Harleston Street
Carmel, IN 46032
Phone: (317) 873-2000
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Mortgage Companies/Brokers, Commercial Lending
The National Bank of Indianapolis - West Carmel/Zionsville
Steve Gates
10590 N. Michigan Road
Carmel, IN 46032
Phone: (317) 876-7200
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Commercial Lending, Mortgage Companies/Brokers
The National Bank of Indianapolis - Westfield/Carmel Office
Kimberly Shaver
2714 East 146th Street
Carmel, IN 46033
Phone: (317) 815-8700
Fax: (317) 815-0235
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Commercial Lending, Mortgage Companies/Brokers
The National Bank of Indianapolis - Hazel Dell
Mathew Kasper
5760 E. Main Street
Carmel, IN 46033
Phone: (317) 569-9400
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Platinum Member

The National Bank of Indianapolis was founded with the vision of providing an extremely high level of specialized service in a very personalized manner to professionals, executives, small to mid-size businesses, and not-for-profit organizations.  As the only locally owned national bank in Indianapolis, we understand each client has a unique set of financial requirements and the key to our success rests in the considerable talents and integrity of our highly experienced staff as well as the involvement and support of our shareholders, directors and clients.

 

Relationship Banking is the foundation upon which we do business with our clients and our ultimate goal is to build strong, long-lasting client relationships that make the banking experience both positive and unique.  Coupled with this philosophy is a commitment to the basic tenets of sound banking principle: strong capital base, safe and profitable growth, highest credit quality standards, dedicated and high skilled staff, and active community involvement.  Member FDIC. (155)

Member Since: 2000

See Also Banks/Credit Unions/Savings and Loans, Commercial Lending, Financial Services, Mortgage Companies/Brokers
Edward Jones - Anthony Gutwein
Anthony L. Gutwein, CFP
11415 Overlook Drive
Fishers, IN 46037
Phone: (317) 842-3645
Fax: (866) 229-7017
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Member Since: 2002

See Also Financial Services, Retirement Planning
Northwestern Mutual - Fishers
Eric Aslakson
9753 Crosspoint Blvd.
Indianapolis, IN 46256
Phone: (317) 558-1000
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Gold Member
Member Since: 2022

See Also Financial Services
Whitinger & Company LLC
Richard Crist
10735 Sky Prairie Street, Suite 100
Fishers, IN 46038
Phone: (317) 841-6009
Fax: (317) 841-4777
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Gold Member
Member Since: 2011

See Also Accounting Services, Tax Preparation Services, Payroll Services, Wealth Management Solutions
Aaron Wealth Advisors - Chicago
Cindy Gibson
515 N. State Street, Suite 1770
Chicago, IL 60654
Phone: (312) 506-5780
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Silver Member
Member Since: 2023

See Also Wealth Management Solutions, Financial Services
Aaron Wealth Advisors - Indianapolis
Cindy Gibson
275 Veterans Way Suite 110
Carmel, IN 46032
Phone: (312) 506-5772
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Silver Member
Member Since: 2023

See Also Financial Services, Wealth Management Solutions
Baxter Capital Management
Dave Smith
9247 N. Meridian St., Suite 103
Indianapolis, IN 46260
Phone: (317) 706-0041
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Silver Member
Baxter Capital Management (BCM) provides investment and liquidity management services to institutional clients.  With a focus on fixed income investments, BCM works with clients to maximize investment income within the confines of each institution’s unique risk preferences and regulatory limits.  For financial institutions, BCM also provides ALM analysis and reporting with a focus on interest rate risk assessment.
Member Since: 2017

See Also Financial Services, Consulting - Services/Management/Coaching
C. H. Douglas & Gray Wealth Management
Chris Douglas
7040 N College Ave
Indianapolis, IN 46220
Phone: (317) 843-8300
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Silver Member
Member Since: 2018

See Also Wealth Management Solutions, Retirement Planning
ProCourse Fiduciary Advisors
Mic Richey
517 Monon Blvd, Suite 400
Carmel, IN 46032
Phone: (317) 708-4158
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Silver Member
ProCourse is an independent registered investment advisor (RIA). We specialize in advising over 401(k), 403(b), and other corporate retirement plans. Our focus is on improving the financial health of those we work with through managing financial wellbeing and retirement benefit programs.
Member Since: 2019

See Also Financial Services, Employee Benefits
Rockford Group Investment Advisor
Rockford Stites
412 South Maple Street, Suite 200
Fortville, IN 46040
Phone: (317) 689-7491
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Bronze Member
Welcome to Rockford Group Investment Advisor, where we specialize in “Finding Direction for Your Finances.” Our mission is to educate and empower hardworking Americans, helping them navigate their financial journey with confidence and knowledge. We believe that financial success starts with financial literacy, and we are dedicated to providing personalized solutions to achieve your unique goals.
Member Since: 2020

See Also Retirement Planning
Biechele Royce Advisors, Inc.
Justin Whelan
11634 Maple Street, Suite 300
Fishers, IN 46038
Phone: (317) 913-7000
Fax: (317) 913-7020
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Member Since: 1999
The Watermark Group
Mark Vollmer
5975 Castle Creek Pkwy N Dr., Suite 355
Indianapolis, IN 46250
Phone: (317) 805-0805
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Member Since: 2018

See Also Accounting Services
Westpoint Financial Group
Florence Brown
900 E. 96th Street, Suite 300
Indianapolis, IN 46240
Phone: (317) 705-8187
Fax: (317) 469-2500
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Member Since: 2005