A network of Greater Indianapolis professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving their clients' overall goals.
Join JFGI's Professional Advisors Group.
Professional Advisors Group brochure
Benefits
- Inclusion in a list of highly qualified professionals
- Education about JFGI's work for the community
- Regular updates on JFGI's philanthropic activities and opportunities for your clients
- Invitations to educational and networking events
Benjamin Abraham, CFP®, CFS®, CASL®, CLU, RICP®, ChFc®, WMCP®
One to One Financial Advisors
Bradley S. Bell, CPA
BGBC Partners, LLP
Matthew R. Burnett
Stifel
Jude P. Byanski, JD
Dale & Eke
Bradley H. Cohen, JD
Cohen Garelick & Glazier
Ch
uck Cohen, JD
Cohen Garelick & Glazier
William J. Dale, JD
Dale & Eke
Adan H. Diaz, CFP®, CRPC
Fresco Financial Advisors
Brian Eagle, JD
Eagle & Fein, P.C.
George S. Farra, CFA
Woodley Farra Manion Portfolio Management, Inc.
Lana Fridman, CPA
Lana Fridman, CPA, PC
Avshalom Gad, CFP®, CLU, ChFC®, RICP®, LL.B
Eagle Strategies - New York Life Insurance
Rebecca W. Geyer, JD
Rebecca W. Geyer & Associates, PC
Len Grabovsky, CRPC, CFP®, APMA
The Grabovsky Group - Ameriprise Financial
Ronald M. Katz, JD
Katz Korin Cunningham, PC
Michael Kerschner, JD
Katz Korin Cunningham, PC
Paul A. Kraft, JD
Frank & Kraft, P.C.
Helen Kurlander Goldstein, CFP®
Goldstein Group Finanacial Advisors, LLC
James M. Macdonald, III
J.P. Morgan
Suzanne Marshall, Financial Advisor
Stifel Investment Services, Tanner Wealth Management Group
William R. Owen, CPA, CFP®
Denali Wealth Management Advisors, LLC
Jamie B. Ratner Rich, CFP®
J.P. Morgan
Jill Hauser Robisch, MBA
The National Bank of Indianapolis
Michael Schankerman, CFP®, CASL®, ChFc®, CFS®, RICP®
One To One Financial Advisors
Mark Smiley, CFA
Diamond Capital Management - The National Bank Of Indianapolis
Jeff Sondhelm, CRPC
Greenway Advisors
Larry Turow, CFP®, APMA
The Grabovsky Group - Ameriprise Financial
*The individuals identified above are participants in JFGI’s Professional Advisors Group, and this listing is provided for informational purposes only. JFGI does not directly or indirectly endorse or recommend any specific professional advisor.
