Isaiah Douglass
MBA, CFP®
Vincere Wealth Management
Partner - Financial Planner
Isaiah Douglass
MBA, CFP®
Vincere Wealth Management
Partner - Financial Planner
Focusing on a standard of care for your financial life by identifying ways to grow your net worth and accomplish life goals. - Isaiah Douglass, MBA, CFP®
Fee-Only financial planner located in Indianapolis, IN serving dentists and veterinarians locally and across the country
Isaiah Douglass is a Fee-Only financial planner located in Indianapolis, IN area, and clients across the country. Isaiah specializes in providing comprehensive financial planning for dentists and veterinarians on the Vincere team. As a fee-only, fiduciary, and independent financial advisor, Isaiah Douglass is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I graduated from Indiana University with my Undergraduate and Master’s degrees. I left a large bank run financial firm in 2018 with a mission to serve dentists and veterinarians. I merged the financial planning firm I founded with Josh in the summer of 2020. I’ve always been a team sports player growing up, and wanted the same dynamic in business. When I met Josh I knew we needed to collaborate as we could do more together than we could alone. I’m a self-proclaimed podcast junkie and have my own podcast called The Veterinarian Success Podcast. I’ve been featured in WealthManagement.com, dvm360, VetPartners, and The National Association of Personal Financial Advisors.
Away from work you can find me with my wife Emily and son Everett. When it comes to sports, I’m an avid supporter of the University of Florida and AS Roma.
Favorite Quote: "Anytime you find yourself on the side of the majority, it’s time to pause and reflect." Mark Twain
You may be asking why the focus on veterinarians and dentists?
A personal friend of mine went through dental school, and those conversations told me there is a need. We often spoke about the challenges that he and his peers faced. While most of the clinical training prepares a person to be a great practitioner, there is a large void in areas of financial and business knowledge and understanding. I've continued to see the financial advice being given to veterinarians and dentists of all ages to be biased, lacking value, and focused on commissionable products.
I wanted to be part of the solution to these issues I'm tired of seeing financial salespeople take advantage of dentists and veterinarians. I continue to partner with a team of professionals whose expertise and passion these practitioners is the same. They provide services that complement financial planning and investment management. These partners include CPAs, attorneys, bankers, healthcare real estate, builders, consultants, and many others. This approach aims to improve the desired result, which is growing net worth and focuses on what matters most.
Isaiah Douglass 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.
At Vincere Wealth, we help you to live your best life and create a work optional lifestyle. We understand that your personal finances can get complicated. And if life leaves you too busy, finances can get pushed to the side, which makes you feel frustrated and overwhelmed.
We want to help you simplify your finances and make it as easy as possible for you to conquer your goals. We craft a detailed and actionable financial plan that compliments your family and career.
We provide a thoughtful investment strategy that aligns with your plan. We work with you to have your money get used to improve your quality of life. And we believe everyone should feel confident in their financial future regardless of the size of their investment account. So we provide options for those in all life stages.
We understand life is challenging and full of changes. That is why financial planning is a process and not a destination.
Here is how you begin. First, you schedule a call to meet our team to make sure there is a good mutual fit. Second, we collaborate to review where you are today personally and professionally and what you want to accomplish. Third, we implement and act with you.
A financial plan is worthless if it is never implemented. And there’s no better day than the present to start taking action. Schedule an exploratory call , so that you can stop wondering if you are making the right financial decisions. Start having more confidence in your financial future today.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Budgeting
- Debt Management
Ideal Clients
- Dentists
- Veterinarians
- Pre-Retirees
- Gen X
- Gen Y
Working Together
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Isaiah Douglass 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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Isaiah Douglass 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.
Contact Isaiah Douglass
Office Locations:
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12400 N. Meridian St.
By Appointment Only
Carmel, IN 46032
