Creating, Enhancing, Preserving Lifestyles

For over 40 years, we've helped our clients plan and reach their financial goals.

Q4 2024 Market Commentary Now Available!

Our latest Market Commentary, presented by Andrew Fairman, CFA, CFP®, Chief Investment Officer, is now available. Gain valuable insights and stay informed about the latest market trends.

Indianapolis Wealth Management Experience You Can Trust

With 40 years of industry experience, SBC Wealth Management is committed to creating, enhancing, and preserving our clients’ lifestyles.


We offer comprehensive wealth management solutions for individuals and businesses.
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For Individuals

We offer comprehensive financial wealth management solutions tailored to individuals’ unique needs and goals.

Indianapolis Wealth Management

Retirement Planning

Investment Management

Estate Planning

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For Businesses

Educate and empower your employees and get the most out of your business with our tailored business solutions.

Corporate Financial Education

Business Succession Planning

Institutional Services

Helpful Resources

Financial Resources

Upcoming Events

Recent Media & Insights