Sheridan, Indiana
Fiduciary Financial Advisor Serving Sheridan, Indiana and Northern Hamilton County
Olympus Wealth Strategies is an independent, fee-only fiduciary advisory firm serving families, farmers, and business owners across Sheridan and northern Hamilton County. Based in nearby Westfield, we are deeply invested in this community and committed to the people who call Blackhawk Country home.
Who We Serve
Sheridan Deserves a Financial Advisor Who Understands Small-Town Life
Sheridan, Indiana is not a suburb searching for an identity. It's a community with a character all its own, built on hard work, tight relationships, and a genuine sense of pride in what makes this corner of Hamilton County different from the towns growing rapidly to the south. You know a place is real when families have been making the same fall trip to Stuckey Farm for generations — to pick apples, find the right pumpkin, and walk through rows of sunflowers. John took field trips there as a kid and still brings his family today. That kind of continuity is exactly what Sheridan is built on.
The people here have built real wealth: farms passed down through generations, businesses that have served the community for decades, and retirement savings accumulated over careers spent commuting to Carmel or Indianapolis while keeping roots firmly in the north end.
What many Sheridan families have not always had is a fiduciary financial advisor who genuinely understands their world. Not a national brand's local office. Not a captive representative constrained by a product menu. An independent advisor with deep Hamilton County roots and the full range of services to match the complexity of what they've built.
That is exactly what Olympus Wealth Strategies offers. John Sidery, CFP®, CPWA®, founded Olympus as an independent, fee-only fiduciary firm. Our office is located in nearby Westfield, and our connections to this broader community run far deeper than a sponsorship logo. John's family has been part of Hamilton County life for more than 50 years across three generations, and that history shapes how we show up for every client in Sheridan and across the region.
Who We Work With in Sheridan
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1
Farm Families and Landowners
Managing intergenerational land wealth, estate transitions, and the unique financial complexity that comes with agricultural assets.
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2
Small Business Owners and Tradespeople
Contractors, agricultural businesses, and entrepreneurs who need planning that reflects the realities of owning and someday transitioning a business.
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3
Professionals Who Commute South
Sheridan residents working in Carmel, Westfield, or Indianapolis who want a fiduciary they trust close to home, not another corporate office downtown.
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4
Multi-Generational Hamilton County Families
Families thinking seriously about legacy, what gets passed down, and how to do it in a way that reflects their values and not just tax efficiency.
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5
Sheridan Community School Corporation Employees
Teachers, administrators, and staff at one of Sheridan's largest employers often have unique planning needs, including Indiana Teacher Retirement Fund (TRF) pension coordination, supplemental savings strategies, and benefits optimization. We help school employees make the most of what they've earned and build a complete financial picture around it.
Community Investment
We Don't Just Serve Sheridan. We Show Up for It.
Community investment isn't a line item in a marketing budget for us. It's a reflection of what we believe: that advisors should be genuinely embedded in the communities they serve, not just printing their names on yard signs.
Sheridan Blackhawks Athletic Department
Olympus Wealth Strategies is a premier sponsor of the Sheridan Blackhawks Athletic Department. We believe in the student-athletes of this community and in the coaches, parents, and volunteers who make those Friday nights under the lights possible. Supporting Blackhawk athletics is one way we put our values into action, not just in a client's financial plan, but in the community we care about.
Sheridan Education Foundation — Jeep Invasion
We are a proud sponsor of the Sheridan Education Foundation through the Jeep Invasion, one of the most beloved community events in northern Hamilton County. Events like the Jeep Invasion bring people together, raise resources for local education, and celebrate the independent, grounded spirit that defines Sheridan. Being part of that matters to us.
Three Generations of Hamilton County Roots
John's family has been woven into Hamilton County life for more than 50 years across three generations. That's not a marketing claim. It's a lived history. It means we understand this county not just as a service area, but as a place that has shaped who we are. That depth of connection shapes how we show up for every client in Sheridan and across northern Hamilton County.
The Fiduciary Standard
Why the Type of Advisor You Choose in Sheridan Matters More Than You Think
Not all financial advisors are held to the same standard. Understanding the difference could be one of the most important financial decisions you make.
| What to Look For | Fee-Only Independent Advisor (Olympus) | Captive or Commission-Based Advisor |
|---|---|---|
| Legal Obligation | Required to act in your best interest at all times | Held to a suitability standard. Recommendations only need to be suitable, not optimal. |
| Compensation Structure | Fee-only, based on assets managed. Aligned with your account's growth and nothing else. | May earn commissions on products sold, creating potential conflicts of interest |
| Investment Access | Open architecture — selects from a broad universe including private market strategies | May be limited to proprietary products or a firm-approved list |
| Asset Custody | Assets held independently at Charles Schwab with full transparency | Assets often held at the firm's own custodian with less independent oversight |
| Service Scope | Comprehensive: wealth, tax, estate, retirement, insurance, and business planning coordinated together | Often focused on investment products with limited coordination across planning areas |
As a registered investment advisor, Olympus Wealth Strategies is held to the fiduciary standard by regulation. Our fee-only structure is designed to align our interests with yours. As with any financial relationship, you should review all disclosures and ask questions before engaging any advisor.
Full-Spectrum Planning
Everything Sheridan Families and Business Owners Need, Coordinated in One Place
One of the most common gaps in financial planning isn't the individual advice. It's the coordination. Tax decisions affect estate plans. Retirement timing affects Social Security. Business exits affect everything. At Olympus, every service we offer is designed to work together, because your financial life doesn't operate in silos and your advisor shouldn't either.
Our Westfield office serves all of northern Hamilton County, including Sheridan. We work with families and business owners across the broader Hamilton County region, from Noblesville to the communities at the county's northern edge.
Talk Through Your SituationWealth and Investment Management
Customized portfolios built around your goals and timeline, with assets held in full transparency at Charles Schwab.
Retirement Planning
Retirement income strategies, Social Security optimization, IRA and 401(k) planning, and tax-efficient drawdown sequencing. Explore our retirement planning services in detail.
Estate Planning and Legacy
Coordinating with estate attorneys on trusts, titling, beneficiary strategy, and charitable giving structures designed to pass wealth according to your intentions.
Tax Planning
Year-round tax strategy, not just April preparation. Roth conversions, tax-loss harvesting, entity planning for business owners, and coordination with your CPA.
Business Owner Services
Retirement plan design, S-Corp structure, exit planning, and business transition strategy. See our dedicated business owner planning services.
Insurance and Risk Management
Life insurance, disability coverage, and long-term care planning reviewed as part of a coordinated strategy, not sold as a standalone product.
Beyond the Standard Playbook
Private Market and Alternative Investments: Access Most Local Advisors Cannot Offer
Many Sheridan families have quietly built real wealth through decades of hard work, a business that grew steadily, land that appreciated, or a career with a strong savings rate. When you've reached that point, a portfolio made up entirely of publicly traded stocks and mutual funds may not fully reflect the breadth of opportunity available to you.
Most captive or commission-based advisors are limited to publicly traded securities and their firm's approved product list. As an independent firm, Olympus is able to evaluate and, for qualified clients, incorporate strategies from a significantly broader universe. That includes private market alternatives that were historically accessible only to institutional investors and ultra-high-net-worth individuals.
These strategies are not right for every investor or every situation. They carry meaningful risks, including illiquidity and the potential for loss of principal. But for the right client, they may represent an expanded set of possibilities worth understanding. That conversation starts with having an advisor who can actually have it.
Private Credit
Lending and income-oriented strategies that operate outside the volatility of public bond markets. May provide income potential with different risk characteristics than traditional fixed income, though liquidity constraints and credit risk apply.
Private Equity
Ownership stakes in private companies across various stages of growth and industry sectors. Access to this asset class was long reserved for institutional investors. Risks include illiquidity, long investment horizons, and business-level volatility.
Real Assets
Strategies involving infrastructure, real estate structures, and other tangible asset categories. For families already familiar with the value of hard assets like farmland, property, or physical businesses, this category may feel intuitive as part of a broader financial picture.
Alternative investments are not suitable for all investors. They involve significant risks including illiquidity, potential loss of principal, and complexity. Eligibility requirements apply. This is not an offer or solicitation.
Credentials and Approach
Meet John Sidery, CFP®, CPWA® — Founder of Olympus Wealth Strategies
John Sidery founded Olympus Wealth Strategies with a straightforward conviction: that families, business owners, and professionals deserve comprehensive, coordinated financial advice from an advisor who is legally obligated to put their interests first and who has the depth of expertise to back it up.
He holds two of the most rigorous credentials in financial planning. The CFP® (CERTIFIED FINANCIAL PLANNER™) designation is the recognized standard for comprehensive financial planning, covering retirement, tax, investment, estate, and insurance planning in an integrated framework. The CPWA® (Certified Private Wealth Advisor®) is an advanced designation earned through the Investments and Wealth Institute, focused on the complex financial planning needs of high-net-worth and multigenerational wealth clients. It covers estate tax strategy, wealth transfer, and sophisticated investment structures.
Holding both designations simultaneously is uncommon. It reflects a deliberate commitment to depth — the kind of preparation that matters for Sheridan families managing meaningful assets, complex estates, or businesses with real planning implications.
John's approach to every client relationship is the same: listen first, understand the full picture, then build a plan that coordinates every dimension of your financial life into one clear strategy.
Credentials
CFP® — CERTIFIED FINANCIAL PLANNER™
Comprehensive financial planning: retirement, tax, investment, estate, insurance
CPWA® — Certified Private Wealth Advisor®
Advanced wealth planning: estate tax, wealth transfer, complex investment structures
How Olympus Works
A complimentary introductory call. No pressure, just a real conversation about where you are and what you're trying to accomplish.
A comprehensive discovery and planning process that gets a full picture of your financial life before making any recommendations.
A coordinated, written financial plan covering every relevant dimension of your financial picture in one integrated strategy.
An ongoing advisory relationship with regular reviews, proactive communication, and adjustments as your life and the landscape evolve.
Assets Held at Charles Schwab
Your investments are held in custody at Charles Schwab, one of the most trusted independent custodians in the industry. You have direct access and full visibility into your accounts at all times. Olympus never takes custody of client funds.
Common Questions
Frequently Asked Questions From Sheridan Families
These are the questions we hear most often from families and business owners across Sheridan and northern Hamilton County. We believe in straight answers.
What is the average fee to pay a financial advisor?
Financial advisor fees vary by structure and firm. Fee-only advisors like Olympus typically charge a percentage of assets under management, commonly ranging from around 0.50% to 1.25% annually depending on portfolio size, with larger accounts often at lower rates. Other advisors may charge commissions on products sold, hourly rates, or flat retainers. At Olympus, our fee structure is transparent and disclosed upfront. You know exactly what you pay and exactly how we are compensated.
What is a normal fee for a financial advisor in Indiana?
In Indiana, the most common fee structure for independent registered investment advisors (RIAs) is an AUM-based fee, typically between 0.75% and 1.25% per year for accounts in the $250,000 to $1 million range, with rates that may decrease for larger portfolios. Commission-based advisors may appear to have no upfront cost but earn income through the products they recommend, which can introduce conflicts of interest. When comparing advisors, always ask for a full fee disclosure and a copy of the firm's Form ADV.
Is $100,000 enough to work with a financial advisor in Sheridan?
Different advisors have different minimums, and the right fit depends on your situation. Many comprehensive wealth management firms, Olympus included, focus on clients with more established asset bases. The coordination across tax, estate, retirement, and investment planning is where the value of a holistic approach is most meaningful at that level. That said, if you're working toward building your wealth and want to establish a relationship and a plan, we encourage you to reach out. A 20-minute introductory call costs nothing, and we can point you in the right direction regardless of where you are today.
What is a red flag when choosing a financial advisor?
Several things are worth watching for. An advisor who cannot clearly explain how they are compensated is a concern. So is an advisor who recommends specific products in the first meeting before understanding your full financial picture. Lack of relevant credentials such as CFP® or CPWA® for the complexity of what you need is worth noting. And any advisor who will not confirm in writing that they serve as a fiduciary to you at all times deserves a direct follow-up question. A trustworthy advisor welcomes scrutiny because they know they can stand behind their answers.
Is a CPA better than a financial advisor for Sheridan families?
A CPA and a fiduciary financial advisor serve different, complementary roles. A CPA's primary focus is tax preparation and compliance: filing accurate returns and navigating IRS requirements. A fiduciary financial advisor focuses on your overall financial strategy, including investment management, retirement planning, estate coordination, risk management, and the year-round tax planning that may reduce your future tax burden. The most valuable financial relationships often involve both working together. Olympus coordinates with clients' CPAs as a standard part of our planning process.
Does Olympus Wealth Strategies serve clients in Sheridan, Indiana?
Yes. Olympus Wealth Strategies actively serves families, farmers, business owners, and professionals across Sheridan and the surrounding communities in northern Hamilton County. Our office is located in nearby Westfield, Indiana, just a short drive south, and we work with clients throughout the broader Hamilton County region. We are proud sponsors of the Sheridan Blackhawks Athletic Department and the Sheridan Education Foundation, and our commitment to this community goes well beyond office hours.
Serving Northern Hamilton County
Ready to Have a Real Conversation About Your Financial Future?
There's no pitch. No obligation. No worksheet to fill out before anyone talks to you like a person. Just a 20-minute call where we listen to where you are, what you've built, and what you're trying to accomplish. Then we give you an honest sense of how we might be able to help.
Sheridan is a community that has always valued straight talk and long relationships. So do we. Whenever you're ready, we're here.
Olympus Wealth Strategies — Westfield, IN 46074 | Serving Sheridan, Hamilton County, and northern Indiana
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Contact Information
Phone: 317-896-0707
Email: John@InvestOlympus.com
Office: Westfield, IN, serving Sheridan and all of northern Hamilton County
Community Sponsorships
Premier Sponsor — Sheridan Blackhawks Athletic Department
Sponsor — Sheridan Education Foundation / Jeep Invasion