Migration Wealth Management specializes in providing fee-only financial planning and investment management to people in their 30s & 40s.

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Contact

317-584-6448

6673 E County Rd 100 S, Avon, IN

operations@migrationwm.com

FIDUCIARY | FEE-ONLY | FOCUSED ON YOU

A migration is a journey to a better place. we're here to help you on yours.

Financial Planning & Investment Management

Our purpose is to create long-term relationships that change lives by providing ongoing financial planning and investment management services to people in their 30s and 40s.

how we work

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    Why Migration Wealth Management?

    Wealth Management
    Focused on You

    We’re focused on long-term relationships, not transactions.

    All of our Wealth Management services include comprehensive financial planning, investment management, and other benefits.

    Financial Planning

    Comprehensive financial planning for all aspects of your financial life.

    Investment Management

    Portfolio management for all of your retirement and investment accounts.

    Intangibles

    There's so much more to your financial life than just the numbers.

    As Featured In

    Wealth Management

    How We Help You Succeed

    Our goal is to help you get from where you are to where you want to be.

    Our comprehensive wealth management services are designed to help with that.

    Define & Refine Financial Goals

    What do I really want to accomplish? Am I on track?

    Cash Flow Planning

    Am I being responsible with my money and making it work for me?

    Debt Paydown Prioritization

    Should I invest more or pay down debt faster? What should be my priority order?

    Retirement Planning & Savings

    Am I on track to stop or reduce work when I want to? How much should I be investing? What accounts should I be investing in?

    Insurance & Risk Management

    Is my family properly protected in case of a catastrophic accident?

    Tax Planning

    Is my tax situation appropriate? Is there anything I should be taking advantage of? Is there anything I'm overlooking?

    College Education Planning

    How much should I be investing for my child's college education? What accounts should I use?

    Employee Benefits Optimization

    Does HR really expect me to read this giant benefits guide? Which health insurance plan should I choose? Do I need to pay for all of these benefits available to me?

    Estate Planning

    What will happen to my stuff and my family if something happens to me? Will they be taken care of?

    Investment Portfolio Management

    How should I invest my money? When should I trade? How am I supposed to find the time to stay up-to-date on it all?

    Our Services

    Movement

    Wealth management for people with a portfolio of less than $260,000

    Movement for Business Owners

    Wealth management for business owners with a portfolio of less than $260,000

    Journey

    Wealth management for those with a portfolio of $260,000 or more

    Here to Help You on Your Journey

    Meet Our Founders

    We help you see the world differently, discover opportunities you may never have imagined, and achieve results that bridge what is with what can be.

    Drew Feutz, CFP®
    FOUNDER | FINANCIAL PLANNER
    Gus
    Branch Manager

    PROUD MEMBER OF

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    Ready to Get Started?

    Find the date and time below that works for you.  We are excited to meet with you!