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WAIN Team

Warsaw, IN

Meet Our Advisory Team

122 West Market Street, Warsaw, IN, 46580, USA

Our local roots run deep, and our locally-based financial advisory team has been serving our Warsaw, IN community for many decades, helping all of our clients make well-informed, important life decisions related to their wealth. We provide our private clients - retirees and pre-retirees, multi-generational families, business owners and executives - with comprehensive financial planning and customized investment solutions. Working and residing in the Orthopedic Capital of the World, we are also specifically trained to assist employees employed by Orthopedic Industries worldwide. Please contact our team in Warsaw, IN if we can be of service helping you achieve your goals in retirement and beyond.

(574) 267-6766

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

Been with them since 2011, haven’t taken money out to build a new home, still have over the original amount left.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Our Warsaw Advisory Team

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We are here to be a partner with you on your personal wealth journey. Please contact our Warsaw team if we can be of service.

Articles Authored by the Warsaw
Advisory Team

Times-Union

Podcast Episodes Authored by the Warsaw Advisory Team

Smart Money Management

Alan Alderfer and Mike Bergen explore timely topics and the latest news in financial management, retirement planning, estate planning, and more on their podcast.