Choosing a financial partner is about more than performance. It’s about trust, integrity, and alignment with your deepest values. Our clients don’t come to us just for higher returns. They come for the peace of mind that comes from knowing their strategy reflects who they are, what they believe, and the legacy they want to leave.
Here’s why clients choose Woolman Financial Group to guide their most important financial decisions:
Before we talk numbers, we talk purpose. Most firms lead with products. We lead with questions.
We want to know what keeps you up at night, what success means to you, and what kind of future you want for your family. Only then do we begin to design a financial strategy—because we believe values should lead, not follow.
Whether you're a business owner thinking about succession, a physician looking for simplicity, or a steward of wealth seeking eternal impact, our first priority is to understand what matters most.
You’re not just building wealth. You’re building a legacy. That means the strategies we recommend are never about short-term wins. They’re about long-term meaning.
We help you:
Create plans that reflect your purpose.
Transfer more than assets—transfer wisdom.
Avoid cookie-cutter solutions that ignore your values.
Our planning isn’t just technical. It’s deeply human.
Financial complexity often comes from having too many advisors working in silos. We coordinate with your CPA, attorney, and other professionals to unify your plan.
When everyone is aligned, the strategy is stronger and your outcomes are clearer.
We don’t just quarterback your finances. We steward your relationships.
For over 40 years, we’ve guided families through market cycles, economic shifts, tax changes, and major life transitions. We’ve been the steady hand through uncertain times.
This long-term perspective doesn’t just make us better at strategy. It makes us better at service.
We hold the credentials that serve your stage of life. Whether you're a business owner planning your exit, a family steward designing a multigenerational legacy, or an executive seeking clarity in retirement, our experience meets you where you are:
CEPA: Certified Exit Planning Advisor
CFBS: Certified Family Business Specialist
MDRT: Lifetime Member, Million Dollar Round Table (Court of the Table)
NAIFA: Member – National Association of Insurance and Financial Advisors, committed to ethical service and industry advocacy
Finseca: Member – Dedicated to advancing leadership and excellence in the financial security profession
Our expertise is more than academic. It’s applied, practical, and based on decades of real-world experience.
We believe good advice is advice you can understand. That’s why we explain things in plain English and never hide behind jargon.
Our goal is simple: You leave every conversation knowing exactly where you stand and what happens next. That’s why our clients leave meetings not just with information, but with relief, clarity, and a clear path forward.
Life doesn’t sit still. Neither should your plan.
Whether you're navigating a business transition, a change in family dynamics, or new tax laws, we revisit and refine your strategy so it keeps working as your world evolves.
We’ve helped families navigate three generations of change, through retirements, business exits, inheritances, and economic shifts. And we’re still here, helping each generation refine their strategy as life unfolds.
Because legacy isn’t just a plan. It’s a relationship over time.
Many of our client relationships span decades. We’ve helped parents, children, and grandchildren build wealth, navigate transitions, and protect family harmony.
Legacy isn’t just what you leave behind. It’s the connection you sustain across time.
We embrace tools that make your life easier. But we never let them replace the personal connection that builds trust.
Tools may make planning efficient, but relationships make it lasting. That’s why we lead with people and let technology support the process, not drive it.
You’re never a ticket number. You’re a name, a story, and a relationship.
We don’t work with everyone—and we think that’s a good thing.
The families and professionals who thrive here are thoughtful. They’re teachable. They’re not chasing shortcuts. They’re pursuing clarity, stewardship, and long-term impact.
Whether you're a legacy-minded business owner, a faith-based family steward, or an executive approaching retirement with purpose, we may be exactly the guide you're looking for.
Because when values align, great things follow.
You don’t need to make a commitment. You just need a conversation.
Our 20-minute Quality Control Check is a no-pressure opportunity to ask questions, share your goals, and see if our philosophy fits the future you envision.
20 minutes to explore how our philosophy aligns with your goals.
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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