Perry Wealth Management is an independent financial advisory firm based in Zionsville, Indiana, serving individuals and institutions with comprehensive financial strategies. The firm combines nearly four decades of experience with modern methods and technology, emphasizing objective guidance and a fiduciary standard of care. Its approach centers on building plans suited to each client’s circumstances, growing assets and nurturing progress toward long-term goals.

Services include wealth management and financial planning, asset management, and retirement plan advisory. Perry Wealth Management develops investment strategies, monitors investments as client needs change, and helps organizations design retirement plans that can support employee recruitment, retention, and retirement readiness. The firm also collaborates with tax, legal, and insurance professionals when appropriate; it does not provide or endorse tax or legal services.

Clients can access account resources and educational materials covering topics such as retirement, estate planning, investments, insurance, taxes, and personal finance. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.