Ronald Rich
CFP®
Capstone Wealth Advisors Inc.
President
Ronald Rich
CFP®
Capstone Wealth Advisors Inc.
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ronald Rich, CFP®
Fee-Only financial planner located in Indianpolis, IN, serving clients locally and across the country
Ronald Rich is an Indianpolis, IN fee-only financial planner. Capstone Wealth Advisors Inc. provides comprehensive financial planning and wealth advisory to help business owners, physicians, and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ronald Rich is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ron Rich is the President and founder of Capstone Wealth Advisors Inc. Capstone’s founding was motivated by a belief that clients are best served when the advisor is not driven by sale quotas or commissions. Since 2002 Capstone’s growth and the success of our clients in achieving their life goals has validated that belief.
Ron earned his B.S in accounting from Indiana University. Ron’s career in public accounting started in 1980 followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession and beginning in 1993 became a fee only advisor a role in which he still serves today working with high net worth families including private business owners, widows, and executives. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®). He has been quoted frequently in the Indiana Business Journal and appeared both on radio and television as an expert commentator.
He and his wife Judy are lifetime residents of central Indiana and have three children and one grandchild.
Ronald Rich 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 Capstone Wealth Advisors, we do things a little differently. Maybe it’s because we’re Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families. Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we’ve nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals.
Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated this conviction. Our experienced team of Wealth Advisors each hold the Certified Financial Planner™ (CFP®) designation as well as advanced degrees in Financial Planning and Wealth Management and the Certified Public Accountant (CPA) designation. We are proud members of the Financial Planning Association (FPA), the American Institute of CPAs (AICPA), and the Indiana CPA Society (INCPAS). And while credentials and professional affiliations don’t tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation.
It’s why our clients stay with us year after year, and generation after generation. And it’s why we may very well be the last advisor you ever hire.
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
- Business & Succession 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
- Client Online Financial Tools
Professional Designations & Affiliations
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Ronald Rich 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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Ronald Rich 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.
Contact Ronald Rich
Office Locations:
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5875 Castle Creek Parkway
Suite 290
Indianpolis, IN 46250
