About Core Wealth Advisors, Inc.
<p>From its headquarters in Indianapolis, Core Wealth Advisors, Inc. works with clients across the Midwest and beyond on retirement and wealth planning. The firm is a registered investment advisor with $0.6B in assets under management (2026) and also has an office in Lakeland, Florida, supporting clients in multiple states.</p> <p>Core Wealth Advisors provides financial planning and wealth management, with services that often include trusts, estate planning coordination, and family office support for households with more complex needs. As part of its retirement plan work, the firm acts as a 3(21) fiduciary, helping plan sponsors evaluate investment options while the sponsor keeps final decision-making authority.</p> <p>What sets the firm apart is the mix of retirement plan fiduciary support and broader planning work—so business owners and families can address plan decisions alongside personal balance-sheet planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Financial planning and wealth management</li> <li>Trust and estate planning coordination</li> <li>Family office solutions</li> </ul>
Website: https://www.corewealth.com/
Office Locations
- Indianapolis, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $570.6M