Business Details
24 Years
experience
Trusted Financial Advisers in Bloomington, IN
Hurlow Wealth Management Group has been dedicated to providing comprehensive financial planning services since 2002. Our team of highly credentialed professionals has developed the proprietary CFO Process (Coordinated Financial Overview) to help clients achieve clarity, confidence, and comfort in their financial lives. As a fiduciary firm, we prioritize client interests through personalized financial strategies that integrate investment management, retirement planning, tax optimization, and estate planning.Our approach emphasizes education and empowerment, helping clients navigate complex financial decisions while maintaining transparency in all aspects of our service. With offices in Bloomington and Indianapolis, Indiana, we serve clients across 26 states while maintaining a strong local presence in our community.
Services
Financial Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Details
- Year established: 2002
Highlights and features
- We operate as fiduciaries with a legal obligation to act in your best interest
- Our proprietary CFO Process provides structured financial planning methodology
- Team includes CFPs and specialists with credentials including CPWA, CIMA, and CRPS
- Transparent fee-only structure with no commission-based products
- Personalized approach tailored to individual financial circumstances and goals
Associations and certifications
- NAPFA
Services
Financial Planning
Our comprehensive financial planning service creates personalized strategies to help clients achieve their financial goals. We analyze your complete financial picture including income, expenses, assets, and liabilities to develop actionable plans. The process includes ongoing monitoring and adjustments to ensure your financial strategy evolves with your changing life circumstances.
Retirement Planning
We help clients prepare for retirement through customized savings and investment strategies. Our approach considers Social Security optimization, required minimum distributions, and sustainable withdrawal rates. We work with individuals and businesses to create retirement plans that align with their specific needs and risk tolerance levels.
Investment Management
Our investment management service provides diversified portfolio strategies tailored to individual risk profiles and financial goals. We offer ongoing portfolio monitoring, rebalancing, and performance reporting through our digital CFO Center platform. The service includes access to institutional investment products and tax-efficient strategies.
Tax Planning
We develop tax-efficient strategies to help minimize tax liabilities through coordinated financial planning. Our approach considers tax implications across investment decisions, retirement accounts, and estate planning. We work closely with clients' accounting professionals to ensure comprehensive tax planning integration.
Estate Planning
Our estate planning service helps clients preserve and transfer wealth through coordinated legal and financial strategies. We work with clients to establish appropriate estate documents and implement strategies for efficient wealth transfer. The service includes ongoing reviews to ensure plans remain aligned with changing circumstances and regulations.
People
John Hurlow
Chief Executive Officer, Senior Financial Advisor
With over 25 years of experience, John Hurlow leads our team as CEO and Senior Financial Advisor. He holds multiple certifications including CPWA, C(k)P, and AIF. John focuses on helping clients achieve financial clarity through comprehensive planning strategies.
Mike Carson
Chief Operating Officer, Senior Financial Advisor
Mike Carson serves as COO and Senior Financial Advisor with expertise in investment management and retirement planning. Certified as CFP, CIMA, and CRPS, he brings over 15 years of experience in developing personalized financial solutions for clients.
Gordon Nesbit
Senior Financial Advisor, Director of Financial Planning
Gordon Nesbit leads our financial planning department as Director of Financial Planning. With certifications including CFP, CIMA, and CRPS, he specializes in creating comprehensive financial strategies that address clients' long-term goals and risk management needs.
Derek Grimmer
Lead Financial Advisor, Director of Wealth Information Systems
Derek Grimmer combines financial expertise with technology leadership as Director of Wealth Information Systems. Certified as CFP and CPFA, he focuses on integrating digital solutions with personalized financial planning to enhance client experience.
T. Claire Kest
Lead Financial Advisor, Chief Storyteller
T. Claire Kest brings unique communication skills to financial planning as our Chief Storyteller. Certified as CFP and CAP, she specializes in making complex financial concepts accessible while developing personalized wealth management strategies for clients.
Questions
What services does Hurlow Wealth Management offer?
We provide comprehensive financial planning including investment management, retirement planning, tax optimization, estate planning, and business retirement plan consulting.
Are you fiduciary financial advisors?
Yes, we are legally obligated to act in our clients' best interests as registered investment advisers and NAPFA-affiliated fiduciaries.
How does your financial planning process work?
Our proprietary CFO Process includes an initial consultation, financial assessment, customized plan development, and ongoing implementation support through our digital CFO Center platform.
Do you work with clients outside Indiana?
Yes, we serve clients across 26 states while maintaining our primary offices in Bloomington and Indianapolis, Indiana.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP) and specialists with credentials such as CPWA, CIMA, CRPS, and CAP.
How are your fees structured?
We operate as a fee-only firm with transparent pricing and no commission-based products or hidden fees.
