Business Details
27 Years
experience
Your Trusted Financial Advisors in Columbus, IN
Forman Investment Services, founded in 1999, has been dedicated to providing comprehensive financial planning solutions to individuals and families in Columbus, Indiana, and beyond. Our team of experienced advisors prioritizes a fiduciary approach, ensuring every recommendation aligns with clients' unique goals and needs. We specialize in retirement planning, estate planning, investment management, and tax strategy, coordinating with external professionals to deliver holistic financial solutions. With a commitment to lifelong client relationships, we emphasize transparency, independence, and ethical responsibility in all our advisory services.Our partnership with Raymond James Financial Services provides access to robust resources while maintaining a client-first perspective. By focusing on long-term strategies and market adaptability, we aim to simplify complex financial decisions for our clients. Our approach combines personalized service with a conservative, disciplined investment philosophy rooted in professional integrity.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Strategy
Wealth Management
401(k) Options
Trust Services
Charitable Giving
Insurance Planning
Education Funding
Details
- Year established: 1999
Highlights and features
- We act as fiduciaries, prioritizing client interests above all else.
- Our team combines local expertise with national resources through Raymond James.
- We offer personalized, coordinated financial planning with tax and estate professionals.
- We maintain lifelong client relationships focused on evolving financial needs.
- Our conservative, long-term investment philosophy emphasizes market adaptability and integrity.
Associations and certifications
- FINRA
- SIPC
Services
Retirement Planning
We help clients identify optimal retirement plans like 401(k)s, IRAs, and Roth IRAs. Our advisors assess individual financial situations to create personalized strategies for sustainable income. We continuously update plans based on market changes and evolving client goals.
Investment Management
Our team manages investments with a focus on client-specific risk tolerance and objectives. We implement diversified strategies to optimize returns while maintaining conservative, long-term perspectives aligned with market conditions and individual financial goals.
Estate Planning
We coordinate with legal professionals to design estate plans that ensure tax-efficient asset distribution. Services include beneficiary designation, trust implementation, and debt management to protect family wealth across generations.
Tax Planning
We identify tax-saving opportunities through coordinated planning with accountants. Our approach integrates investment decisions with overall financial strategies to minimize tax liabilities while supporting long-term wealth accumulation goals.
Wealth Management
We provide comprehensive wealth management covering investment, tax, and estate planning. Our holistic approach addresses insurance needs, education funding, and charitable giving to create unified strategies for preserving and growing client assets.
People
Troy Forman
Branch Manager and Financial Advisor
Troy Forman leads our Columbus office with over two decades of experience in financial planning. He specializes in retirement strategies and wealth preservation, focusing on personalized solutions for individuals and families.
Nick Combs
Financial Advisor
Nick Combs provides tailored investment advice with expertise in portfolio management and tax-efficient strategies. He works closely with clients to develop long-term financial plans aligned with their evolving life circumstances.
Ben Kuhlman
Financial Advisor
Ben Kuhlman specializes in estate planning and generational wealth transfer. He helps clients protect assets through coordinated legal and investment strategies while maintaining compliance with current tax regulations.
Wade Forman
Wealth Management Director
Wade Forman oversees comprehensive wealth management solutions, focusing on complex financial planning needs. He coordinates with external professionals to deliver integrated strategies for high-net-worth individuals and business owners.
Cindy Forman
Event and Marketing Coordinator
Cindy Forman manages client events and marketing initiatives, ensuring effective communication of financial planning resources. She supports advisor-client relationships through educational programs and community engagement activities.
Questions
What financial services does Forman Investment Services offer?
We provide retirement planning, investment management, estate planning, tax strategy, trust services, and wealth management solutions tailored to individual client needs.
Are Forman Investment Services advisors fiduciaries?
Yes, all our financial advisors act in a fiduciary capacity, legally obligated to prioritize client interests above commissions or incentives.
How does Forman Investment Services coordinate with other professionals?
We collaborate with accountants, attorneys, and trust specialists to ensure comprehensive financial solutions that integrate tax, legal, and investment strategies.
What investment philosophy does Forman Investment Services follow?
We emphasize long-term, conservative strategies focused on market adaptability, professional integrity, and client-centered independence through our Raymond James partnership.
Where is Forman Investment Services located?
Our main office is at 2635 Foxpointe Drive, Suite B, Columbus, Indiana 47203, serving clients locally and nationwide.
