Alex Perkins
CFP®
Perkins Wealth Advantage, LLC.
Founder and Wealth Advisor
Alex Perkins
CFP®
Perkins Wealth Advantage, LLC.
Founder and Wealth Advisor
Financial planning is really all about life planning. - Alex Perkins, CFP®
Comprehensive Wealth & Legacy Planning for Individuals & Families. Located in Fishers, Indiana and Serving Clients Across the Country.
Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country.
We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.
-We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden.
-We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation.
-We help wealthy families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies.
Alex Perkins is Founder and Wealth Advisor at Perkins Wealth Advantage, LLC.
"Financial planning is more life planning than anything else."
It took me a while to learn this but it’s 100% the truth. If you are not happy or healthy enough to enjoy your wealth, then why did you work so hard to accumulate it?
My job as your advisor is to help you make the right decisions at the right times. It’s to help you pass your hard-earned portfolio to the next generation without paying an excessive estate tax. It’s to help you spend down your portfolio the right way. This is where most of the mistakes are made within retirement income planning. I’m going to help you reduce your lifetime tax bill which allows for greater portfolio longevity and higher end-of-life values. I’m going to quarterback relationships with your CPA and attorney to ensure your financial life is free of any blind spots I’m going to help ensure you don’t outlive your money in retirement.
This is absolutely a passion of mine and I consider it my calling.
This is a second career for me which has been helpful to provide perspective on what is important in life: family, friends, experiences and community. I graduated with an engineering degree from Purdue University and spent the first five years of my working life as a strategy consultant for Accenture. Here I learned how to listen, analyze, research and collaborate, all things I still do today. I then spent many years successfully advising high-net-worth clients at several well-established firms.
I am a CERTIFIED FINANCIAL PLANNERTM professional, a board member of the Rotary Club of Fishers, a member of the Estate Planning Council of Indianapolis, and a member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors.
I live in Fishers, Indiana yet help families like you all around the country. I married my dream girl from high school, Kaycee, and have three beautiful children: two boys and a girl.
My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.
Alex Perkins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We provide comprehensive wealth & legacy planning for individuals & families in Fishers, Indiana and beyond.
We specialize in helping a few groups of people around the country manage their complex lives so they can spend more time on what matters most.
- We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden.
- We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation.
- We help wealthy families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.
We advise on and help manage every aspect of your financial life to make sure problems are caught while they are still small and take advantage of every opportunity available.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Wealth Transfer Planning
- Retirement Strategies
- Retirement Income Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- High Net Worth Families
- Business Owners and Executives
- Sudden Money Situations
- Do It Yourself Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alex Perkins is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alex Perkins is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alex Perkins is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Alex Perkins is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Alex Perkins
Office Locations:
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By Appointment
PO Box 7207
Fishers, IN 46037
