IndiWealth LLC is a family-owned registered investment advisory firm with Indigenous roots, serving tribal offices, foundations, endowments, and individuals. The firm provides mission-driven financial guidance designed to help clients build and preserve wealth in support of their goals. Rather than relying on standard packages, IndiWealth develops customized strategies based on each client’s objectives and time horizon.

Its services include financial strategy, investment management, tax strategies, and estate services. Financial planning incorporates a five-stage investment process, while portfolio management emphasizes transparency, simplicity, and selecting assets suited to clients’ needs. Tax strategies consider clients’ overall investment holdings and asset allocation. For estate planning, IndiWealth works with estate attorneys to help direct assets as intended while addressing probate and tax considerations.

Led by Jeremy Bryan, who guides investment strategy and brings more than 25 years of experience, and Elizabeth “Beth” Bryan, who oversees operations and client experience, the firm also shares financial insights and stories about mission-focused organizations through articles, videos, and podcasts.