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As of September 28, 2023, our office will be located at 1612 S Liberty Drive, Suite B, Bloomington, IN. Our mailing address and phone number will remain the same.
Fiduciary Services with Heart

Fiduciary Services with Heart

Caring for a loved one is hard enough without adding money management to the mix. Let our compassionate team make your life easier.

Get Professional Fiduciary Help

Experts with Integrity

Experts with Integrity

Creative. Flexible. Accessible.
We do things differently around here, and we like it that way.

See How We Do It Differently