Capstone Wealth Advisors
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Ryan Veldhuizen is driven by a passion for bringing harmony to the many facets of his clients’ personal finances so their wealth can be fully leveraged to give them the freedom to pursue their life goals and dreams. His people-first, comprehensive approach embodies the client-centered philosophy of Capstone.
In addition to holding the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, Ryan has earned a master’s degree in personal financial planning. Ryan is also a graduate of Taylor University with a degree in economics and mathematics and studied international economics at Oxford University in England.
Ryan serves on the IU School of Medicine Planned Giving Committee and is a regular guest presenter at the IU School of Dentistry on topics of personal finance and debt management. Ryan is a member of NAPFA and is committed to the NAPFA values of being a beacon for independent, objective financial advice for individuals and families; championing the delivery of financial services in the public interest; and being a standard bearer for the emerging profession of financial planning.
Ryan Veldhuizen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Our goal: to be the last advisor you ever hire
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ryan Veldhuizen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ryan Veldhuizen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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 Ryan Veldhuizen
5875 Castle Creek Pkwy N Dr