Financial Advisor in Fishers, Indiana

The Question That Changes Everything

Is Your Fishers Financial Advisor Actually Working for You?

If you have searched for a financial advisor in Fishers, Indiana, you have likely encountered a long list of familiar names: large national wire-house offices, insurance-affiliated practices, and regional firms with polished websites. What is harder to find, and far more important, is a clear answer to one question.

That question is whether your advisor is a fiduciary. A fiduciary is someone who is legally and ethically obligated to act in your best interest at all times, not just recommend something that is technically "suitable" for you.

The distinction matters enormously. Many of the most recognized financial firms with a presence in the Fishers and Hamilton County market operate under a suitability standard rather than a fiduciary one. That means their recommendations may be influenced by compensation structures you are never shown.

At Olympus Wealth Strategies, John Sidery, CFP®, CPWA® serves every client as an independent, fee-only fiduciary. That is not a marketing phrase. It is a legal and ethical obligation that governs every recommendation, every conversation, and every strategy we put forward.

1

Independent Fiduciary — Always

Legally obligated to act in your best interest at all times, not the firm's.

2

Fee-Only — No Commissions, Ever

We earn no commissions on products. Our fee is tied solely to your assets under management.

3

CFP® + CPWA® — Advanced Dual Credential

A rare combination in the Hamilton County market, covering comprehensive planning and private wealth expertise.

By the Numbers

What Fishers, Indiana Looks Like Financially

Fishers isn't a typical suburb. Its residents reflect a financial profile that demands sophisticated, coordinated planning rather than off-the-shelf advice.

#1

Ranked one of the fastest-growing cities in the U.S. by multiple national publications

100K+

Population milestone crossed, making Fishers one of Indiana's largest cities

2

Major high schools, Fishers HS and Hamilton Southeastern HS, reflecting a deeply family-driven community

SR-37

Economic corridor anchoring Fishers' business boom and driving household wealth accumulation

Population and growth figures are approximate and based on publicly available U.S. Census and municipal data as of 2026.

Local Context Matters

Why Fishers Families and Business Owners Have Unique Financial Planning Needs

The economic and community character of Fishers, Indiana shapes the financial decisions its residents face every day. A plan built for a Fishers household should reflect that reality, not borrow from a generic template.

01

High-Income Dual-Earner Households

Fishers attracts corporate executives, healthcare professionals, and technology workers who often receive meaningful equity compensation. ESPPs, RSUs, and stock options layered on top of high base salaries create tax complexity that standard investment management does not address. Proactive, coordinated planning is the difference. Outcomes vary by individual tax situation.

02

Families Planning Around Fishers and Hamilton Southeastern High Schools

From Friday night games at Fishers High School to the academic programs at Hamilton Southeastern, Fishers families are deeply invested in their children's futures. That investment extends to 529 college savings strategy, UGMA accounts, and multi-generational wealth conversations that compete directly with retirement savings priorities. A fee-only fiduciary helps you make those trade-offs with full information.

03

Business Owners Along the SR-37 Corridor

The commercial acceleration along State Road 37 has produced a new generation of Fishers business owners who need retirement plan design, S-Corp tax structure, key-person insurance, buy-sell agreement funding, and an exit strategy built well before they need it. These are not areas where a commission-based generalist typically excels.

04

A Community Reflecting Real Wealth Accumulation

Destinations like TopGolf, the Fishers Event Center, and major retail anchors like IKEA don't open in communities without substantial household purchasing power. Fishers residents are building real wealth. They deserve an advisor whose planning depth matches what they have built and what they are still building.

05

Navigating Major Life Transitions

A job change, a business sale, an inheritance, a divorce, or the first serious retirement conversation all require coordinated guidance across investments, tax, insurance, and estate planning. Fishers residents deserve an advisor who connects those dots rather than handing them off from one silo to another.

06

Real Estate Investors in Hamilton County

Hamilton County's rising property values have created real estate investment opportunities alongside real tax complexity. From 1031 exchange coordination to Delaware Statutory Trust (DST) considerations, Fishers investors holding appreciated real estate need guidance that goes well beyond the standard advisory conversation.

Our Credentials

CFP® and CPWA®: A Rare Credential Combination in the Fishers, Indiana Market

John Sidery holds two of the most rigorous designations in the financial planning profession, and very few advisors in the Hamilton County market hold both.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is widely recognized as the gold standard in comprehensive financial planning. It requires extensive coursework, a rigorous examination, documented experience, and ongoing continuing education. It also obligates practitioners to adhere to a fiduciary standard of care.

The Certified Private Wealth Advisor® (CPWA®) is a more advanced, specialized credential focused on the complex needs of high-net-worth clients. It covers advanced tax strategies, estate planning, concentrated equity positions, charitable giving structures, and sophisticated wealth transfer techniques. It is administered by the Investments and Wealth Institute and held by a relatively small number of advisors nationally.

For Fishers families and business owners who have accumulated meaningful wealth and face genuinely complex financial decisions, this combination of credentials reflects the depth of expertise brought to every client engagement at Olympus Wealth Strategies.

CFP® — CERTIFIED FINANCIAL PLANNER™

The CFP® designation covers comprehensive financial planning across retirement, investments, tax, estate, and insurance. It requires a fiduciary commitment and ongoing education, and is the most widely recognized planning credential in the profession.

Administered by the CFP Board. Requires examination, experience requirements, and ongoing continuing education.

CPWA® — Certified Private Wealth Advisor®

The CPWA® designation focuses on advanced planning strategies for high-net-worth individuals: concentrated positions, estate tax, wealth transfer, alternative approaches, and charitable planning. It is held by a small percentage of financial advisors nationally.

Administered by the Investments and Wealth Institute. Requires experience with high-net-worth clients and rigorous examination.

Independent Fee-Only Fiduciary — Always

Olympus Wealth Strategies operates as a fully independent registered investment advisor. No proprietary products. No commission incentives. Every recommendation is evaluated solely on whether it serves the client's best interest.

Investment advisory services offered through Uptick Partners, LLC, a registered investment advisor.

Side-by-Side Comparison

How Olympus Compares to Other Financial Advisors in Fishers, Indiana

Not all financial advisors in Fishers, Indiana operate under the same model, standard, or incentive structure. Olympus operates on a fee-only model, meaning no commissions, no product sales, and no hidden compensation. Here is an honest comparison of what to look for and what to ask.

What to Evaluate	Olympus Wealth Strategies	Commission-Based Firms	Insurance-Affiliated Planners
Fiduciary Standard	Yes — legally required at all times	Not always — suitability standard may apply	Varies — often suitability only
Fee Structure	Fee-only AUM — no commissions, no product sales, fully transparent	Commission on products sold	Commission on insurance and investment products
Credentials	CFP® + CPWA® — advanced dual designation	Varies widely by advisor	Varies — often insurance-focused licenses
Service Breadth	Fully coordinated: investments, tax, estate, retirement, insurance, business	Often investment-focused	Often insurance-first; limited planning depth
Asset Custody	Charles Schwab — independent, institutional-grade	Varies — may self-custody or use affiliated custodian	Varies by firm structure
Proprietary Products	None — fully independent	Often yes — may favor in-house products	Often yes — insurance product lines

Characterizations of competitor models are based on publicly available regulatory disclosures and business model descriptions as of 2026. Individual firm practices may vary.

What We Do

Financial Planning and Wealth Management Services for Fishers, Indiana

Every service we offer is coordinated under one roof rather than siloed between separate advisors. For Fishers clients managing complex financial lives, that coordination is not a convenience. It is a material advantage.

1

Wealth and Asset Management

Portfolio strategy aligned with your goals, time horizon, and risk tolerance, with all assets held at Charles Schwab for independent, institutional-grade custody and full account transparency. You retain direct access to your accounts at all times. All investments involve risk, including the possible loss of principal, and past performance does not indicate future results.

2

Comprehensive Financial Planning

A financial plan is not a one-time document. It is a living strategy that evolves as your career advances, your family grows, your business changes, and the tax and regulatory environment shifts. For Fishers clients, that means a plan built around your specific goals and priorities rather than a standardized template designed for a generic household.

3

Tax Planning for Fishers Professionals and Business Owners

Proactive tax strategy is among the highest-value services an advisor can provide, yet it is frequently absent from investment-only or insurance-focused practices. For Fishers clients, our tax planning work may involve Roth conversion analysis, tax-efficient asset location, equity compensation planning, capital gains timing strategies, and charitable giving coordination. Individual tax outcomes vary based on personal circumstances, and all strategies involve trade-offs that should be evaluated case by case.

4

Retirement Planning

Whether retirement is five years away or twenty-five, Fishers clients benefit from a retirement income strategy that integrates Social Security optimization, required minimum distribution planning under current SECURE 2.0 provisions, 401(k) rollover coordination, and a sustainable withdrawal framework. Retirement income projections involve assumptions and are subject to market and legislative change; actual outcomes may differ from estimates.

5

Estate Planning and Charitable Giving

Preserving and transferring wealth to the next generation, or to causes you care about, requires careful coordination of beneficiary designations, trust structures, gifting strategies, and tax-efficient transfer techniques. We work alongside your estate attorney to help align your financial plan and your estate plan. Estate planning involves legal considerations; clients should consult qualified legal counsel for specific legal advice.

6

Business Owner Services for Fishers Entrepreneurs

For entrepreneurs and business owners building along the SR-37 corridor and throughout Fishers and Hamilton County, Olympus provides specialized guidance including retirement plan design, S-Corp tax planning, key-person insurance evaluation, buy-sell agreement strategy, and business exit planning. These services are designed to integrate your business financial decisions with your personal wealth plan.

7

Insurance and Risk Management

The right insurance strategy is about identifying gaps and inefficiencies in existing coverage, not simply buying more of it. For Fishers families and business owners, a thorough risk management review often surfaces meaningful opportunities to optimize coverage in life, disability, and long-term care, all aligned with the overall financial plan.

8

Banking and Lending Solutions

Access to appropriate credit and banking solutions, including mortgages, business lines of credit, and lending structures tied to investment assets, is part of a complete financial picture. We help Fishers clients evaluate borrowing options in the context of their broader plan rather than in isolation.

Your Assets Are Protected

Independent Advisor. Schwab Custody. Full Transparency.

One of the most common concerns among Fishers residents considering an independent RIA is whether their assets are safe outside of a large national institution. It is a fair and important question, and the answer is straightforward.

At Olympus Wealth Strategies, we do not hold client assets ourselves. All assets are custodied at Charles Schwab, one of the most recognized and financially sound custodians in the industry. That means you have direct account access, independent account statements from Schwab, and full visibility into your holdings at all times, completely independent of Olympus.

This structure provides a separation of custody from advisory. It is a key safeguard for clients who want the personalization of an independent advisor without sacrificing the institutional security of a major custodial platform.

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Assets held at Charles Schwab

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Direct client account access

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Independent Schwab statements

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Advisor custody separated

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Full holdings transparency

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No proprietary products

Olympus Wealth Strategies is an independent firm and is not affiliated with nor endorsed by Charles Schwab or any other third-party entity. Custodial services provided by Charles Schwab as an unaffiliated third-party custodian.

Who We Serve

Fishers, Indiana Clients We Work With

We serve a specific kind of client. One who has built something meaningful and wants a trusted partner to help protect, grow, and transfer it thoughtfully.

Families in Hamilton County

Families managing wealth across multiple priorities, including college savings for kids at Fishers HS or Hamilton Southeastern, retirement planning, and building a legacy, who want one advisor coordinating all of it.

Working Professionals

High-income professionals, including executives, healthcare workers, engineers, and technology leaders, who receive equity compensation, face complex tax situations, and need a fee-only fiduciary advisor to help them build and protect wealth over a long career.

Entrepreneurs and Business Owners

Business owners along the SR-37 corridor and throughout Fishers who need retirement plan design, S-Corp tax strategy, exit planning, and a personal wealth plan that works in tandem with their business decisions.

Real Estate Investors

Hamilton County investors holding appreciated real estate who need guidance on 1031 exchanges, Delaware Statutory Trust (DST) options, and the tax implications of property sales and portfolio rebalancing.

Pre-Retirees and Retirees

Fishers residents within ten years of retirement, or already there, who need a clear income strategy, tax-efficient distribution planning, Social Security timing analysis, and confidence that their assets can support the life they have envisioned.

Clients of John Sidery

Investors who previously worked with John Sidery and wish to continue that relationship at Olympus Wealth Strategies. As an investor, you have the right to choose your advisor, and John is committed to serving clients who want to continue building on the work they have done together.

Beyond Traditional Markets

Access to Alternative Investments and Private Markets

High-net-worth families and business owners in Fishers often have access, through an independent fiduciary advisor, to investment opportunities that extend well beyond publicly traded stocks and bonds. Private equity, private credit, real estate structures, and other non-correlated assets have historically been available only to institutional investors. For qualifying clients, Olympus evaluates these opportunities as part of a fully coordinated wealth strategy.

01

Private Equity

Ownership stakes in private companies, typically accessed through funds with defined investment periods. Private equity may offer return potential not correlated with public markets, but it involves meaningful illiquidity risk, capital lock-up periods, and higher loss potential than traditional equity. Not suitable for all investors.

02

Private Credit

Direct lending and other non-bank credit strategies that may provide income with risk characteristics different from publicly traded bonds. Private credit investments carry credit risk, liquidity risk, and valuation uncertainty. Individual suitability depends on income needs, time horizon, and overall portfolio context.

03

Real Estate Structures

Including Delaware Statutory Trusts (DSTs) and other real estate investment vehicles relevant to 1031 exchange planning and portfolio income strategies. Real estate investments are subject to market risk, illiquidity, tenant and vacancy risk, and changes in tax law that may affect suitability for a given investor's plan.

04

Hedge Fund Strategies

Certain accredited investor vehicles that pursue absolute return strategies using a range of investment approaches, including long-short equity, macro, and event-driven strategies. Complexity, fee structures, and liquidity terms vary widely. These vehicles are generally appropriate only for sophisticated investors with a full understanding of the risks involved.

05

Structured Notes

Customized instruments that combine elements of fixed income and derivatives, with payoff structures tied to an underlying reference asset. Returns depend on the performance of the reference asset and the creditworthiness of the issuing institution. Principal is not guaranteed.

06

Direct Indexing

A tax-efficient alternative to index funds for taxable accounts that allows individual ownership of the underlying securities, enabling personalized tax-loss harvesting at the individual stock level. Direct indexing typically requires a higher account minimum than index fund investing and involves ongoing management of individual positions. Tax outcomes vary by situation.

Access to alternative investments depends on investor accreditation status, account minimums, and individual suitability. Olympus evaluates these options in the context of each client's complete financial picture, not as standalone product recommendations. These conversations begin with understanding your goals, your liquidity needs, and your overall plan.

Discuss Your Investment Options

Common Questions

Frequently Asked Questions About Financial Advisors in Fishers, Indiana

Straightforward answers to the questions Fishers residents ask most often when evaluating a financial advisor.

How much does a fiduciary financial advisor charge?

Fee structures vary by advisor type and firm model. Olympus Wealth Strategies charges a fee-only AUM percentage that varies based on portfolio size. That fee is disclosed transparently in our Form ADV, available upon request. Unlike commission-based models, a fee-only structure means we earn no compensation from product sales, which reduces certain compensation-related conflicts of interest. Conflicts of interest may still exist and are disclosed in full.

Is a fiduciary better than a regular financial advisor?

A fiduciary advisor is legally obligated to act in your best interest at all times. Advisors who are not fiduciaries may operate under a suitability standard, which only requires that a recommendation be appropriate for you, not necessarily the best option available. For clients with complex financial situations, the fiduciary standard provides a meaningful layer of legal protection and accountability that the suitability standard does not.

What is a red flag when evaluating a financial advisor in Fishers?

Watch for advisors who cannot clearly state whether they are a fiduciary, who earn commissions on the products they recommend, who offer only investment management without coordinating tax or estate planning, or who hold client assets themselves rather than using an independent custodian. Each of these factors creates an information or incentive gap that may not serve your interests. Olympus addresses all four directly: fiduciary status, fee-only transparency, full-suite coordination, and Schwab custody.

What to avoid in a financial advisor?

Avoid advisors who are vague about how they are compensated, who recommend products without explaining alternatives, who cannot articulate a clear planning process, or whose services are limited to investment management alone. A comprehensive financial plan covers more than a portfolio. It connects your investments, tax strategy, estate documents, insurance coverage, and retirement income into a single coordinated picture.

Does Olympus Wealth Strategies serve clients throughout Hamilton County?

Yes. Our Indiana office is based in Westfield, and we serve clients throughout Hamilton County, including Fishers, Carmel, Noblesville, and Westfield. We also serve clients in the Little Rock, Arkansas market and work with clients in other states. Many client relationships are conducted primarily via video, phone, and secure digital platforms, making geography secondary to fit and expertise.

How We Work

What to Expect When You Work With Olympus

We believe the first conversation should be straightforward and pressure-free. Here is what the process typically looks like for new Fishers clients.

1

Introduction Call

A 20-minute introductory conversation to learn about your financial situation, goals, and current advisory relationship. No obligation, no pitch. Just a direct conversation about fit.

2

Discovery and Planning

If there is a mutual fit, we go deeper. We gather a full picture of your financial life across assets, liabilities, income, tax situation, insurance, estate documents, and goals. This becomes the foundation for your coordinated financial plan.

3

Strategy and Implementation

We present a coordinated strategy across investment management, tax planning, retirement, estate, and any other relevant service areas, then implement with your input and approval at each step.

4

Ongoing Partnership

Financial planning is not a one-time event. We meet regularly to review your plan, respond to life changes, and adjust strategy as markets, tax law, and your personal situation evolve. For Fishers clients, that relationship is built to last.