Woolman Financial Group is a father-son team built on the belief that wealth is not the end goal-legacy is. For over 50 years, we’ve walked with business owners, executives, and professionals through life’s most defining financial moments: retirement, business exits, estate transitions, and generational planning.
We don’t just build strategies. We build trust, clarity, and peace of mind.
Our story began with heartbreak.
Early in his career, Gary Woolman was a bank manager when he met a young couple: a doctor and his wife. Despite Gary’s advice, they declined life insurance. Two years later, the doctor died in a motorcycle accident.
The financial fallout was devastating: repossession, foreclosure, and no safety net.
Gary tried to help, but the institution he worked for saw numbers, not people. That moment changed everything.
"I realized no family should suffer preventable financial ruin. It wasn’t just about insurance. It was about stewardship."
That conviction sparked Gary’s mission: to build strategies that preserve not only assets, but family harmony, values, and purpose. From protection to multi-generational planning, Woolman Financial Group was born out of a promise to serve.
Today, that mission continues through the Woolman family, serving families like yours.
We answer to a higher authority and serve accordingly. Our decisions reflect eternal values.
Wealth without values is just money. We help you define and live out purpose through your resources.
We speak truth, do what’s right, and earn trust by showing up consistently.
Financial decisions should be simple. We break down the complex so you can act confidently.
Relationships are our priority. Your goals drive the plan—not product quotas.
We operate with timeless wisdom, not fleeting trends.
We are not just financial strategists. We are:
Legacy Architects who plan for generations, not just quarters.
Family Business Specialists who understand the emotional and financial dynamics at play.
Coordinators and Connectors who align your CPA, attorney, and key advisors.
Faith-Based Planners who honor what matters most in every strategy.
Our process is deeply personal and proven. We hold credentials including CEPA and CFBS, with decades of real-world wisdom and a lifetime of client trust.
Every relationship begins with listening. We want to know what matters to you—your story, your dreams, your fears, and the legacy you want to leave.
From there, we create custom strategies that reflect your family, your business, and your faith. No generic templates. No cookie-cutter plans.
Our clients often describe the experience as:
Clarifying
Peaceful
Transformational
It’s not just about managing wealth. It’s about finishing well.
When you work with Woolman Financial Group, you can count on us to:
Put your interests first.
Speak the truth, even when it’s hard.
Coordinate your full financial picture.
Be accessible and responsive.
Honor your values in every recommendation.
Support your family across generations.
If you're preparing for retirement, planning a business exit, or seeking to preserve your legacy, we’d be honored to walk with you.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
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