Company Overview
Werner Financial Group, established in 2021 and located in Indianapolis, Indiana, specializes in investment management, retirement plan consulting, and estate investment planning strategies. As a registered investment advisor, the firm focuses on asset protection and wealth growth, providing a comprehensive suite of securities and investment advisory services.
Services and Offerings
Werner Financial provides a wide array of specialized financial services, including:
- Wealth Management: Tailored strategies to protect and grow client wealth.
- 401(K) Management: Assistance for business owners and individuals in optimizing retirement savings.
- Business Owner Tax Savings: Strategic consulting to minimize tax liabilities.
- Retirement Plan Consulting: Customized retirement strategies for individuals and businesses.
- Comprehensive Estate Planning: Ensures smooth wealth transition and inheritance planning through thorough estate strategies.
The firm dedicates itself to creating win-win situations for clients, surpassing financial goals through expert advice and personalized services.
Key Personnel
Jason Werner
- Founder and President: Jason Werner, an Accredited Investment Fiduciary (AIF®), is the driving force behind Werner Financial. He possesses a strong educational background in business management and finance from Purdue University and over a decade of experience in developing portfolio models and asset management strategies, initially crafted under Aaron Warnacke at Blue Chip Consultants. More information can be accessed [here](https://wernerfinancial.com/jason-werner/).
Curtis Reeser
- Financial Advisor (ChFC®): Curtis joined Werner Financial in 2014 and brings a personalized approach to financial planning, backed by consistent communication and client service. He holds a Bachelor of Science in Finance from Indiana University's Kelley School of Business.
Christy Calderon
- Director of Finance and Operations: Since 2018, Christy has overseen Werner Financial’s financial operations, ensuring operational integrity and efficiency with her extensive background in business management.
Delani Woodcock
- Director of Marketing and Business Development: Delani enhances the firm's visibility and market presence by promoting client-centric services and driving business growth.
Contact Information
- Address: 4022 E Southport Rd, Indianapolis, IN 46237
- Phone: (317) 735-9202
- Website: [Werner Financial Website](https://wernerfinancial.com/)
Competitor Landscape
Werner Financial navigates a competitive financial advisory market in Indianapolis, contending with established entities such as:
Raymond James Financial
A renowned American multinational firm offering wealth management and capital market solutions with extensive resources and client-focused services.
UBS Financial Services
An influential wealth management company operating in over 50 countries, recognized for customized investment strategies and strong risk management practices.
Bedel Financial Consulting
A fee-only firm in Indianapolis managing over $1.8 billion in assets since 1989, emphasizing a team-based approach to comprehensive financial planning.
Elser Financial Planning
Established in 2007, this Indianapolis firm provides fee-only advisory services, focusing on tax-efficient portfolios and estate planning.
Valeo Financial Advisors
A cohesive advisory firm offering a complete range of financial services, including insurance and estate planning, striving to align all financial elements for client advantage.
Werner Financial's strengths in personalized service offerings and risk management underscore its capabilities in capturing and retaining a sophisticated client base in the financial services sector.
