CORE Wealth Advisors

Business Details

15 Years

experience

Your Trusted Financial Partner in Indianapolis

At CORE Wealth Advisors, we believe that achieving financial success is deeply personal. Founded in 2011, our firm was established to provide unbiased, objective financial guidance rooted in trust and long-term relationships. Our team of seasoned professionals brings over 25 years of combined experience in wealth management, retirement planning, and investment advisory services. We operate as a Registered Investment Advisor in Indiana, adhering to the highest fiduciary standards to prioritize client interests above all else. Our approach focuses on creating customized strategies that align with individual goals, whether preserving wealth, planning for retirement, or transferring assets across generations.

We limit our client base to ensure personalized attention, allowing us to deeply understand each family's unique financial landscape. With expertise in portfolio management, tax strategies, and risk-adjusted investing, we guide clients through market uncertainties while maintaining transparency in every step of our process. Our commitment to community and ethical practices extends beyond financial services, as evidenced by our involvement in local initiatives and volunteer work. By combining decades of industry knowledge with a client-first philosophy, we aim to transform financial aspirations into tangible realities.

Services

Portfolio Management Retirement Planning Wealth Transfer Strategies Tax Strategies College Planning Cash Flow Analysis Insurance Guidance 401(k) Advisory Estate Planning Investment Advisory

Details

Year established: 2011

Highlights and features

We have over 25 years of combined experience in financial planning and investing
Our fiduciary duty ensures your interests always come first
We create highly customized financial plans based on your unique goals
We limit client numbers to ensure personalized attention and relationship depth
Our transparent fee structure eliminates conflicts of interest

Associations and certifications

Registered Investment Advisor

What people say

Personalized attention Transparent fees Deep relationships Long-term focus Expert guidance

Website

Update Listing

Services

Portfolio Management

Our portfolio management service focuses on creating diversified investment strategies using low-cost ETFs and active monitoring. We implement rebalancing techniques to maintain risk-adjusted returns while minimizing volatility. Clients benefit from our fiduciary approach that prioritizes their financial goals over product sales commissions.

Retirement Planning

We develop comprehensive retirement strategies that consider income needs, tax implications, and lifestyle goals. Our approach includes analyzing 401(k) plans, Social Security optimization, and creating sustainable withdrawal strategies to ensure financial security throughout retirement years.

Wealth Transfer Strategies

Our wealth transfer services focus on preserving family assets through estate planning techniques and charitable giving strategies. We help clients create structured plans for intergenerational wealth transfer while minimizing tax liabilities and maintaining family financial values.

Tax Strategies

We integrate tax-efficient investment strategies with comprehensive financial planning to optimize after-tax returns. Our approach considers capital gains management, tax-deferred vehicles, and charitable contributions to create holistic tax reduction plans tailored to individual circumstances.

College Planning

Our college planning service helps families prepare for educational expenses through 529 plans and other savings vehicles. We balance college funding goals with overall financial objectives to create sustainable savings strategies that don't compromise retirement security.

People

Joby P. Norris

Managing Partner

Joby Norris co-founded CORE Wealth Advisors with 30+ years of financial services experience. He graduated from Indiana University in 1995 and previously worked at Fortis Financial Group and Fidelity Investments. He focuses on building deep client relationships through personalized financial planning.

Bradley A. Good

Managing Partner

Bradley Good co-founded CORE Wealth Advisors after 12 years at Fidelity Investments. With 25+ years in financial services, he specializes in developing long-term client relationships and creating customized investment strategies. He actively participates in community activities at Traders Point Christian Church.

Thomas J. Farrer

Wealth Advisor

Thomas Farrer is a CERTIFIED FINANCIAL PLANNER professional with CORE Wealth Advisors since 2013. He transitioned from the automotive industry to financial services in 2013, bringing business acumen to retirement planning and tax strategies. He volunteers as a VITA tax professional.

Questions

What services does CORE Wealth Advisors offer?

We provide wealth management, portfolio management, retirement planning, tax strategies, college planning, and estate planning services tailored to individual client needs.

Are you fiduciaries?

Yes, as Registered Investment Advisors we have a fiduciary duty to always place client interests above our own in all recommendations.

How are your fees structured?

We use a transparent asset-based fee structure with two models: CORE Accumulation (1.00%-0.65%) and CORE Preservation (0.375%-0.25%) depending on account size and objectives.

What investment strategy do you use?

We employ diversified portfolios using ETFs and fixed income securities, with active monitoring and rebalancing tailored to each client's risk tolerance and goals.

How often do you meet with clients?

We schedule regular reviews and maintain ongoing communication, with frequency determined by client needs and market conditions.

Do you work with out-of-state clients?

While based in Indiana, we serve clients nationwide through virtual meetings and digital communication tools.

Reviews (4)

Write a Review

Jeff Flodder

Jan 04, 2022 Report

Positive:Professionalism
These guys are true professionals that no there craft. Very knowledgeable about the stock market and tax strategy. Recommend them to all my friends and business associates.

John Doe

Jan 05, 2021 Report

Avoid at all costs (pun intended). I wouldn't recommend this company to my worst enemy. Kept wondering why we were losing $$, would make a couple calls and then all of a sudden we would see some financial growth. This was a consistent pattern and a largely consistent problem. They do not practice a fiduciary duty to their clients, which says a lot, and it hurt our family long term. Find a financial firm that puts the clients' needs first and that avoids conflicts of interest. CORE Wealth does not practice these ethics, at least with my family they did not. So beware and please learn from our mistakes

James Coveney

Nov 14, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
Joby and Brad are exceptional at listening to and partnering with us, helping create a plan, and keeping us engaged as we execute the plan together.

Joe Bedwell

Jun 29, 2020 Report

I have been a client of Joby and Brad at CORE Wealth Advisors for several years now. I am not a large client, yet, I have always felt as if I mattered and had access to them whenever I had questions. They take the time on a regular basis to review my plan with me and make sure nothing has changed significantly to ensure I am still on track to meet my goals. They make sure they have the full picture and ask questions I hadn't thought of to make sure the plan is as complete and accurate as possible. I have recommended them many times and this year, my fianc started working with them as well. I