Managing Investments
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
Investment Products
- Stocks & Mutual Funds
- Fixed Income
- Annuities
- Certificates of Deposit
At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, taxes, estate planning, and retirement contributions. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.
Whether you’re getting started or you’re a seasoned investor, Elements Wealth Management has the tools to assist you on your journey. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.
The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee — based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.
*The advisors at Elements Wealth Management are affiliated with LPL Financial, the largest independent broker/dealer in the United States, as reported by Financial Planning Magazine, June 1996-2019, based on total revenue.
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
Retirement. It's the ultimate goal. Our experience lets us design an investment strategy that's suitable for you.
Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future.
Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We love what we do! So much, in fact, that we have a collective 125+ years of experience. We love spending the necessary time to get to know you and your goals. Then we create a personalized plan that can be adjusted over time to continually pursue your financial goals.
In the Industry Since 2006 | Joined Staff in 2009
Contact Stephen
1-317-524-5008
sbrennan@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2017 | Joined Staff in 2017
Contact Noah
1-317-524-5058
ndennis@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2008 | Joined Staff in 2009
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Raymond
1-317-524-5092
rmark@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2000 | Joined Staff in 2016
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Zach
1-317-957-7448
zschroer@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2021 | Joined Staff in 2021
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Liz
1-317-957-7620
lwertz@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 1999 | Joined Staff in 2008
*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Contact Jim
1-317-524-5142
jwolf@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2022 | Joined Staff in 2022
Contact Katherine
1-317-524-5035
kmills@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2003 | Joined Staff in 2023
Contact Amanda
1-317-957-7469
arichmond@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 1992 | Joined Staff in 2006
*To compile list of Top 20 and Top 25 Program Managers, bank Investment Consultants (BIC) ranked program managers based on several criteria, including the number of advisors they oversee, team assets under management, percentage growth in team production, and production per advisor. BIC uses variables that account for size, as well as metrics that capture growth and efficiency to well-rounded professionals, as opposed to those who excel in one area but fall short in others.
Contact Matthew
1-317-524-5127
msnively@smxjjl.com
Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202
In the Industry Since 2012 | Joined Staff in 2018
*2018 Tippy Connect Top 10 Under 40 nominations are based on the individual's workplace and community accomplishments, leadership and professional growth. Selection committee is comprised of area leaders and past winners.
Contact Matt
1-765-447-0000
mlerch@smxjjl.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
In the Industry Since 2022 | Joined Staff in 2022
Contact Hailie
1-765-447-0000
hrobinson@smxjjl.com
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
Our team of advisors are well-equipped to assist Eli Lilly and Company employees and retirees with all aspects of their financial planning.* We have supported thousands of employees who are planning for their retirement. Our team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:
* Eli Lilly, Elements Wealth Management and LPL Financial are all separate entities.
Baby Boomers & Money
Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
1-317-277-7690
Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
1-765-447-0000
Indianapolis—Lilly Technology Center
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
1-317-524-5033
Indianapolis—Lilly Corporate Center
Building 21/C DC 2015
Indianapolis, IN 46285
1-317-957-7448
Elements Wealth Management
225 South East Street; Suite 156
Indianapolis,
IN
46202
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