Cates Financial Planning, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm based in Fishers, Indiana. The company is committed to serving as a fiduciary for its clients, offering personalized and comprehensive financial planning and investment management services. Their mission is to help clients build, manage, protect, and transfer wealth through a structured process that includes services like retirement planning, estate planning, tax planning, and insurance reviews, all tailored to the individual goals of their clients.

Founded in

United States