You know where you'd like to retire...
But do you know how you'll get there?
Our Competitive Advantage...
A Client Cap
Money Back Satisfaction Guarantee
Your Peace of Mind
While many advisors practice under the mantra that bigger is always better, we could not disagree more. Our focus is not on our own growth but on building strong, trusting relationships, even if that is at the expense of our own growth.
To do this, we promise our clients that their advisor will not be working with more than 75 clients at any one time. Furthermore, our more senior advisors who are working with higher complexity client cases will be working with far fewer clients than this cap. Just like more students assigned to any given classroom probably means a diminished education for each of the students, more clients to any given advisor most likely means diminished service and quality of advice. Our client cap means we will not be spread thin, and you will receive our full attention and one on one service.
We believe in our service model so much, that we are more than willing to guarantee your satisfaction. If for any reason your not satisfied with the service we've delivered, we'll refund your fee from the prior quarter and work with you to make things right!
What are you afraid of when it comes to your finances? Most often, we find that people can articulate their hopes and dreams but struggle with figuring out how to achieve them. And that struggle robs them of their peace.
We're interested in you! We listen to what you desire with your lives and help you come up with a plan to make those dreams a reality. Through the relationship we will build with you via very regular, face-to-face meetings, education, and comprehensive solutions, the sense of control you will gain will finally bring you peace in your finances.
News & Publications
Matt Teeple and Matt Snyder honored as 2022 Five Star Wealth Managers
August 27, 2022
Matt Teeple and Matt Snyder were recently named as a Five Star Wealth Managers in 2022, which places them in a group of elite advisors. For Matt Teeple, this is the 10th consecutive year he has been given this award, and Matt Snyder has received the award for the first time in 2022. We're excited to share this news with you. Please click the link to see more about this award.
February 24, 2017
We are very pleased to announce that Teeple Wealth Management has been selected to participate in Dave Ramsey's SmartVestor Pro program. Dave Ramsey is one of the most respected and recognizable figures in the world of personal finance, and we are thrilled to share the stage with him in some small way. In order to be selected to participate, an advisor must go through a selection process to determine a cultural fit with the financial philosophies of Dave. As such, to work with a SmartVestor Pro, you will have the confidence to know that the principles that Dave Ramsey has written so extensively about will be put into practice in your own, customized financial plan.
Teeple Wealth Management acquires iconic downtown "Brickmoore Estate"
July 1, 2016
It is with great pleasure that we announce Teeple Wealth Management's new location at 111 East Main Street in downtown Brownsburg. Originally built in 1906 and known as the Brickmoore Estate, the building exudes the charm, character, and family atmosphere for which Teeple Wealth Management has come to be known. Like us, and the advice we give, this building has stood the test of time. We welcome you to pay us a visit and see our beautiful new location for yourselves!