FINANCIAL PLANNER INDIANAPOLIS, IN

You do not need to be a Christian to work with us at Cornerstone. While we have extensive experience in Biblically-Responsible Investing, we also provide guidance in traditional investing and other financial planning. No matter your beliefs, we are honored to work with you!

Yes, we are a fiduciary. As an independent financial advisor and fiduciary, we can provide objective advice that is within your best interest and create a financial plan that works for you.

We typically meet with clients 1-3 times per year to keep your plan on track with your goals. If you have questions at any time, you’re always welcome to reach out to us via phone or email. 

We are located just north of downtown Indianapolis. We serve the surrounding area, including Carmel, Fishers, Fortville, and Greenfield. We also serve the counties of Hancock, Marion, and Hamilton. We are licensed to work with clients in CA, CO, FL, IN, MA, OH, TN, and TX. 

Our founder, Tim Flick, holds the Certified Financial Planner® designation, one of the most highly sought-after certifications in the industry. Additionally, Tim is a Certified Kingdom Advisor®, offering him extensive knowledge in Biblically-Responsible Investing (BRI) and integrating finances with a biblical worldview.

Cornerstone emphasizes a client’s values alongside their financial plan. Rather than focusing solely on numbers, the firm helps clients create strategies that reflect what matters most to them—faith, family, and financial confidence.

Yes. Our advisors assist business owners with wealth management for business owners, including retirement planning, tax-efficient exit strategies, and succession coordination.

The advisors at Cornerstone specialize in aligning financial strategies with personal or faith-based values. Advisors help clients invest in ways consistent with their beliefs, creating confidence and purpose-driven financial decisions.

The process begins with a discovery meeting to understand your goals, values, and current financial situation. From there, advisors develop a personalized plan and provide ongoing guidance tailored to your objectives.