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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.

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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