Ss. Francis & Clare
Marty was Catholic educated for 17 years, attended high school at Latin School, and did summer intern visits to Blue Cloud Abbey as a teen. He is a choir member and Eucharistic Minister at Ss. Francis & Clare. His hobbies include biking, golf, and following Notre Dame football.
At Treybourne Wealth Planners, the mission is to help you make the best possible financial choices, based on your unique needs, goals, and financial situation. The approach to planning is rooted in a deep understanding of the client, based on a personal relationship. Regardless of your stage in life, they are here to help guide you from making your first 401(k) choices, to ensuring your retirement income provides long-term security and peace of mind, to making your life easier by providing tax preparation services under the same roof.
They believe face-to-face communication is critical to understanding each client's needs, making their Southside location an important part of delivering outstanding service. They are members of the Greater Greenwood Chamber of Commerce, as well as the American Institute of CPAs (AICPA), the Indiana CPA Society (INCPAS), and the Financial Planning Association (FPA). This combination of wealth management excellence and neighborhood-based service has made them a trusted advisor on the south side of Indianapolis for more than 30 years.
Marty is president and lead advisor. Good referrals earn as a family>$150k, and/or have investment assets>$500k.