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About Us

Family Business, Family-First Advising

Carlson Wealth Advisors is an independent, fiduciary planning firm serving clients in Indianapolis and throughout the Midwest. Our firm is family-owned, and we treat each client like a part of our family, too. We take a personalized approach to financial planning, allowing clients to see and do more than they ever thought possible. 

Meet Your Team

Carlson Wealth Advisors is a family-owned team with nearly 40 years of experience. Our team of blends personalized strategies and meaningful relationships to help you achieve your financial goals.

Planning Your Total Financial Life

Planning Your Total Financial Life

Our firm is dedicated to carefully considering your total financial life. We start with in-depth discussions to get a clear picture of your situation, then craft a comprehensive plan that covers all the pieces. Our goal is to give you clarity and a way toward your goals and dreams.

Do More Than You Thought Possible

Do More Than You Thought Possible

With nearly 40 years of experience, our team has seen a lot and helped a lot of different people. In this time, we’ve developed a thorough, personalized approach to planning that truly helps clients gain opportunities beyond what they originally thought possible. 

Our Core Values

Service Backed by the CFP<span>&#174;&#160;</span>Experience

Service Backed by the CFP® Experience

The advisors on our team are Certified Financial Planners (CFPs) who have met the education, training and ethical standards to earn that certification. We're dedicated to providing excellent service and unbiased guidance so every aspect of your financial life aligns with your goals. 

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Supporting Carlson Wealth Advisors

Our Services

At Carlson Wealth Advisors, we’re committed to giving independent, objective, and comprehensive advice to every client. 

Explore Services

Our Approach

Through planning and meaningful relationships, we help you find clarity for what’s ahead to help you achieve your goals.

Our Approach

Contact Us

Reach out today to learn more about our processes and strategies that help you gain more opportunities than you thought possible.

Contact Us Today