Have you planned for transition?  Whether it is funding your retirement or providing for education, life’s most important changes are typically accompanied with financial choice.  Apprehension comes from uncertainty.  Having a plan and a partner shines light on uncertainty.  A customized plan, as unique as your family and goals, provides the confidence to enjoy life’s transitions.

At Sycamore, we believe wealth strategy should focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning.  As a result, we provide the peace of mind that comes from knowing all aspects of your financial life are working together.

  • Retirement Income Planning
  • Health Care Planning
  • Risk Management & Insurance Planning
  • Tax Efficiency Planning
  • Executive Compensation Planning
  • Investment Planning
  • Business Succession Planning
  • Educational Funding
  • Charitable Giving
  • Estate and Distribution Planning


To ensure the continuation of serving our customers at the best of our ability, we have recently moved to a new 55,000+ sq. foot facility. Our new address is 255 South Post Road, Indianapolis, IN 46219.