Founded in 2015 and based in Indianapolis, Windsor Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. It specializes in creating personalized, long-term financial strategies for individuals, families, and business owners, integrating services such as investment management, retirement planning, tax strategies, and estate planning to provide a holistic approach to wealth management.

Founded in

United States