Business Details
31 Years
experience
Your Trusted Financial Partner in Indianapolis, IN
At NorthWest Financial, we exist to help clients achieve their financial goals through comprehensive, objective advice. Our client-first mentality drives every decision, ensuring that trust, transparency, and expertise guide our relationships. With over 30 years of experience, we combine personalized financial planning with a commitment to avoiding conflicts of interest. Our team of certified professionals holds designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Enrolled Agent, reflecting our dedication to excellence. We operate as an independent, employee-owned firm, allowing us to offer unbiased investment strategies tailored to individual needs.Attention to detail remains central to our approach, as we believe automation should never replace human insight in financial planning. Our fee structure emphasizes transparency, ensuring clients understand the value they receive. We serve clients across multiple states, including Arizona, California, Colorado, Florida, Indiana, Michigan, Kentucky, Ohio, and Texas. Our process begins with a complimentary consultation, followed by plan implementation and ongoing monitoring to adapt to life changes. By prioritizing long-term relationships, we aim to provide financial clarity that evolves with our clients' needs.
Services
Financial Planning
Investment Advice
Retirement Planning
Tax Planning
Estate Planning
Insurance Analysis
Education Funding
Charitable Giving Strategies
Details
- Year established: 1995
Highlights and features
- We offer over 70 years of combined experience in financial planning and investments.
- Our team includes Certified Financial Planners, Chartered Financial Analysts, and Enrolled Agents.
- We maintain independence as an employee-owned firm to provide unbiased investment strategies.
- Our fee structure emphasizes transparency and reasonable pricing for client value.
- We combine personalized service with rigorous attention to detail in financial planning.
Associations and certifications
- Certified Financial Planner Board of Standards Inc.
- Chartered Financial Analyst (CFA)
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, covering investment strategies, retirement readiness, and risk management. Our approach combines technical expertise with personalized guidance to address tax implications and long-term objectives. Clients benefit from ongoing adjustments as life circumstances evolve.
Investment Advice
Our investment strategies focus on diversified portfolios aligned with client risk tolerance and financial goals. We conduct rigorous market analysis and provide transparent reporting to ensure informed decision-making. Regular portfolio reviews help maintain alignment with changing market conditions and client needs.
Retirement Planning
We create customized retirement plans considering income sources, tax efficiency, and lifestyle goals. Our strategies optimize retirement account distributions and Social Security benefits while addressing longevity risks. Ongoing monitoring ensures plans adapt to regulatory changes and personal circumstances.
Tax Planning
Our tax planning services identify opportunities for tax efficiency through strategic deductions, credits, and investment positioning. We coordinate with accountants to implement solutions that minimize liabilities while maintaining compliance. Continuous updates address evolving tax regulations and client financial changes.
Estate Planning
We develop estate plans to preserve wealth and facilitate smooth asset transfer. Services include wills, trusts, and beneficiary designations that align with client wishes. We collaborate with legal professionals to address estate taxes and ensure legal compliance in wealth distribution.
People
Matt Yeiter
President/Senior Financial Planner
CFP professional with over a decade at NorthWest Financial, specializing in tax-integrated financial planning. Leads investment committee and NextGen program development. Cedarville University graduate with expertise in client-focused wealth strategies.
Thomas Gross
Vice President/Senior Financial Planner
Dual role as CFP and Chief Technology Officer, combining financial expertise with system management. Focuses on holistic financial planning and NextGen education initiatives. Taylor University graduate with technical proficiency in client data systems.
Aaron Pettersen
Chief Investment Officer
CFA charterholder leading investment strategy since 1998. Oversees portfolio development and market research. Cedarville University graduate with advanced analytical skills in investment decision-making and risk assessment.
Sarah Austin
Senior Financial Planner
CFP and Enrolled Agent with technical expertise in tax planning. Specializes in data-driven financial solutions since joining in 2016. Cedarville University graduate focused on precision in client goal achievement.
Brady Webster
Senior Financial Planner
CPA and CFP with public accounting background. Develops strategic financial plans incorporating tax optimization. Kelley School of Business graduate with experience in corporate finance and client advisory services.
Questions
What services does NorthWest Financial offer?
We provide financial planning, investment advisory services, retirement planning, tax preparation, estate planning, insurance analysis, and charitable giving strategies.
How is NorthWest Financial different from other firms?
As an independent, employee-owned firm, we prioritize client needs without conflicts from large corporate affiliations.
What is NorthWest Financial's process for new clients?
We begin with a complimentary consultation to understand goals, then develop and implement a personalized financial plan.
Which states does NorthWest Financial serve?
We offer services in Arizona, California, Colorado, Florida, Indiana, Michigan, Kentucky, Ohio, and Texas.
What credentials do NorthWest Financial advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Enrolled Agents.
