Circle City Wealth Management is an independent, fee-only wealth management firm based in Carmel, Indiana. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Their stated mission is to help clients gain clarity and confidence in their financial lives through a comprehensive process that includes discovery, design, implementation, and ongoing monitoring. The firm specializes in creating customized financial plans and investment strategies to help individuals and families achieve their long-term life goals.

Founded in

United States