Migration Wealth Management is a fiduciary, fee-only financial planning and investment management firm based in Avon, Indiana. It serves people in their 30s and 40s, business owners, individuals nearing retirement, and those who are newly retired. The firm’s stated focus is building long-term relationships and helping clients move from their current financial circumstances toward their goals.

Its wealth management services combine comprehensive financial planning with investment portfolio management. Planning can address financial goals, cash flow, debt priorities, retirement savings, insurance and risk management, taxes, college funding, employee benefits, and estate planning. Investment services include managing retirement and other investment accounts. The firm also highlights guidance on the broader personal considerations that shape financial decisions.

Migration Wealth Management offers service options for clients with portfolios below $260,000, including a business-owner option, and a Journey option for those with portfolios of $260,000 or more. Prospective clients can schedule a complimentary, no-obligation introductory meeting.