Josh Bennett
CFP®
Vincere Wealth Management
Founder, Managing Partner
Josh Bennett
CFP®
Vincere Wealth Management
Founder, Managing Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Josh Bennett, CFP®
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Josh Bennett is a Indianapolis, IN fee-only financial planner. Vincere Wealth Management provides comprehensive and objective financial planning and college planning to help tech professionals, Generation Y and Millennials organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Josh Bennett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I’m Josh. I am the founder of Vincere Wealth Management and a passionate personal finance nerd. I started Vincere Wealth as a fee-only practice dedicated to helping young professionals and families keep and grow their wealth.
I feel generations X&Y get ignored by mainstream advisors. Yet, I believe those generations have the most to gain from a strong financial foundation. I will work with you as your partner to ensure that you feel confident in every aspect of your financial life. Together we will make sure you are keeping and growing your wealth to your highest potential.
I help you identify the goals that are most important to you and give you actionable steps to achieve them. We collaborate every step of the way, but your needs and wishes drive our engagement. And I believe education empowers you. So, I pass along my knowledge to help you make better-informed decisions that will help you grow.
I graduated from Indiana University during the height of the Financial Crisis. At the same time, I decided that the legal route I intended was not my passion. I was always interested in the Stock Market, so I took a job at Charles Schwab thinking it would be a good way to take care of my own finances during the recession. Little did I know, that was how I would stumble into my calling. I quickly learned that my interest in Finance wasn’t just a hobby, but I was genuinely excited about it. I found that I was even more excited about helping others learn and grow in their finances. I was hooked.
I read every book I could find on personal finance (still do too). Along the way, I earned my CFP® (Certified Financial Planner™) designation to further extend my expertise on the fundamental skills of comprehensive financial planning. I continued to invest in developing expertise in the areas of college planning and student loan management. I am also currently a candidate for the level 2 exam of the Charted Financial Analyst designation.
I want to apply all that I’ve learned to help you conquer your wealth and achieve your goals.
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 below, 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
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Josh Bennett 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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Josh Bennett 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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Josh Bennett 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 Josh Bennett
Office Locations:
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3500 Depauw BLVD
Suite 1101
Indianapolis, IN 46268
