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About The Team

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Jon McCardle


Jon has been awarded the 5-Star Wealth Manager Award for 2010, 2012 and 2013 and is a member of the National Ethics Bureau, Better Business Bureau and the who’s who of financial professionals. Jon was featured in Forbes Magazine as one of 7 financial leaders in Indiana.

Jon is an Institutional Money Manager with Fidelity Institutional Wealth Services, Charles Schwab, TD Ameritrade and TIAA-CREF. This unique status allows Jon and his team to work with employees from companies like Monsanto, Subaru of Indiana Automotive, Duke Energy, Roche Diagnostics, Purdue Univ. and St. Elizabeth Regional Health with their retirement accounts BEFORE they retire.

Jon’s clients have enjoyed access to a complete financial planningdepartment that create Comprehensive Plans for their future. Jon also offers several unique portfolio strategies that allow his clients diversification away from the traditional portfolio theory.

Jon has been the keynote speaker for communities, corporations, churches and non-profit agencies on Financial Planning. Over the past decade, Jon has been helping families with their financial planning and retirement needs.

Jon lives in Lafayette Indiana with his wife Tammie and 3 children. Having grown up on the west side of Indianapolis, Lafayette allows the grandparents to visit the grandkids without taking a long trip to do so. Jon also is a part of Rolling Thunder, Inc, which is a non-profit veterans awareness organization.

Check the background of this firm/advisor on FINRA’s BrokerCheck.