Thomas Bodin

CFA®, CFP®

Buckingham Strategic Wealth

Practice Integration Advisor, Advisory Team Leader

Thomas Bodin

CFA®, CFP®

Buckingham Strategic Wealth

Practice Integration Advisor, Advisory Team Leader

As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Thomas Bodin, CFA®, CFP®

(317) 975-3498

Forever standing on the side of our clients.

Meet Thomas Bodin

As the son of an entrepreneur, Thomas Bodin and his family benefited greatly from the practical advice of their financial planner. His experience with the difference that a qualified wealth advisor can make in people’s lives created a desire to provide similar positive results to others. That desire, coupled with a deep interest in academic finance and literature on economic history, led him to Buckingham Strategic Wealth. Here, Thomas leverages the practical application of his talents into wealth generating and preservation strategies tailored to his clients’ individual needs and goals.

As a practice integration advisor, Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension and retirement planning. He is motivated by a passion to help medical professionals connect the hard work they put into their practices with their most deeply held values and goals, all through Buckingham’s evidence-based approach to true wealth management.

For Thomas, watching dental and medical small business owners maximize the benefits they’ve earned from years of effort spent building a practice is a phenomenal feeling. He finds it incredibly rewarding to see his tangible and actionable advice result in financial freedom for his clients. And he understands the way that service is provided is central to the client experience.

Prior to joining Buckingham, Thomas was the chief financial officer for the Office of the Indiana Attorney General, where he worked with civil servants and other professionals in the oversight and management of the organization’s accounting, financial and economic functions. He previously served as that office’s chief economist, providing econometric and quantitative support related to proposed state legislation, complex discovery items and internal management decisions.

Thomas earned a bachelor’s degree from Butler University in 2002 and an MBA, with certificates in finance and marketing, from the University of Indianapolis in 2004. He is also a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Thomas is a member of the Board of Consulters for Saints Francis and Clare Parish in Greenwood, Ind.

Thomas Bodin 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Thomas Bodin is a NAPFA-Registered Financial Advisor

    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.

Contact Thomas Bodin

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Office Locations:

  • 8888 Keystone Xing
    Suite 1111
    Indianapolis, IN 46240

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