Tim Uihlein
CFP®, MBA
Vincere Wealth Management
Senior Wealth Manager
Tim Uihlein
CFP®, MBA
Vincere Wealth Management
Senior Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tim Uihlein, CFP®, MBA
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country, with extensive knowledge of the Chicago market
Tim Uihlein 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, Tim Uihlein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Uihlein is a Senior Wealth Manager at Vincere Wealth Managment located in Indianapolis, IN. Tim leverages comprehensive financial planning to help clients achieve financial independence and success to and through retirement. Tim brings over a decade of experience to his clients and the added bonus of being fluent in Spanish.
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
-
Tim Uihlein 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.
-
Tim Uihlein 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 Tim Uihlein
Office Locations:
-
3500 Depauw Blvd.
Ste. 1110
Indianapolis, IN 46268
