Business Details
Your Trusted Partner for Comprehensive Wealth & Tax Solutions
At Teeple Wealth, we have built a practice centered on integrated financial expertise, combining wealth management and tax advisory services under one roof. Our approach prioritizes personalized relationships over transactional interactions, ensuring clients receive coordinated guidance without the communication gaps that often arise when using separate providers. We operate under a fiduciary standard, legally obligated to act in clients' best interests, and maintain strict client caps to preserve service quality. With decades of combined experience across investment planning, tax compliance, and strategic financial counseling, our team delivers tailored solutions for individuals, families, and business owners.Our fee-only structure eliminates conflicts of interest, while our satisfaction guarantee underscores our commitment to accountability. Recognized by Dave Ramsey's SmartVestor Pro and Endorsed Local Provider programs, we serve clients across multiple states, guided by core values that emphasize stewardship, collaboration, and enduring client relationships.
Services
Retirement Planning
Investment Planning
Tax Compliance
Outsourced CFO
Risk Management
Budgeting
Estate Planning
Education Planning
Highlights and features
- We limit advisors to 75 clients to ensure personalized attention
- We operate under a fiduciary standard legally requiring client-first advice
- Our 100% fee-only structure eliminates product sales conflicts of interest
- We guarantee satisfaction with quarterly refund commitments
- We combine wealth management and tax expertise under one roof
Associations and certifications
- SmartVestor Pro
- Endorsed Local Provider
Services
Retirement Planning
We develop personalized retirement plans that address timing, savings requirements, and market volatility concerns. Our stress-testing methodology evaluates multiple scenarios to create resilient strategies. Clients receive ongoing portfolio adjustments and quarterly reviews to ensure their retirement goals remain achievable despite economic changes.
Investment Planning
Customized investment portfolios are built from the ground up based on individual risk tolerance and financial objectives. We actively monitor market conditions and make timely adjustments while maintaining transparent communication about strategy changes. Our approach avoids standardized solutions in favor of tailored investment frameworks.
Tax Planning & Compliance
Our tax services combine compliance with strategic optimization, helping clients navigate complex regulations while minimizing liabilities. We provide year-round tax guidance and annual return preparation for individuals and businesses. The integrated approach ensures tax considerations inform broader financial decisions.
Outsourced CFO/Accounting
We offer financial reporting and strategic counsel for growing businesses, including transaction tracking and financial statement analysis. Our services help organizations interpret financial data to make informed operational decisions while maintaining accurate records for compliance purposes.
Risk Management
We assess clients' insurance needs across life, disability, and liability coverage without receiving commissions from providers. Our independent recommendations focus on appropriate protection levels while avoiding unnecessary policies, ensuring clients maintain adequate safeguards without conflicts of interest.
People
Matt Teeple
President
Certified Financial Planner with extensive experience in wealth management, Matt leads TSN with a focus on client-centric service and fiduciary responsibility.
Matt Snyder
Partner
As CFP professional, Matt collaborates on strategic financial planning while maintaining direct client relationships across multiple service areas.
Ren Newsome
Partner
Certified Public Accountant specializing in tax strategy and compliance, Ren ensures accurate financial reporting and regulatory adherence for clients.
Tim Dukeman
Partner
CFP professional with expertise in investment management and retirement planning, Tim contributes to both client-facing and strategic initiatives.
Mark Olsen
Partner
Dual-credentialed CFP and CPA professional providing integrated financial and tax planning solutions for complex client situations.
Questions
What services does TSN Wealth & Tax Management offer?
We provide comprehensive financial planning, investment management, tax advisory services, outsourced CFO support, risk management, and estate planning solutions.
What makes TSN different from other financial advisors?
We operate under a fiduciary standard, maintain client caps at 75 per advisor, and use a 100% fee-only structure with no product sales.
Do you serve clients outside Indiana?
Yes, we serve clients in Kentucky, Ohio, and Tennessee through our multiple office locations and virtual meeting capabilities.
What is your client satisfaction guarantee?
If unsatisfied with our service, we'll refund your prior quarter's fees and work to resolve any concerns.
How do you handle tax planning alongside financial management?
Our integrated approach ensures tax considerations inform investment decisions, with coordinated strategies developed by CFP and CPA professionals.
