About Freeman, Will & Niemeier, Inc.
<p>Founded in 1976, Freeman, Will & Niemeier, Inc. brings retirement plan consulting together with a full insurance agency under one roof. Headquartered in Evansville in the Southern Indiana–Kentucky tri-state region, the firm works with individuals and businesses on employee-sponsored retirement plans, investment management, and financial planning.</p> <p>As an advisor offering 3(21) fiduciary services, Freeman, Will & Niemeier can help plan sponsors with investment selection and monitoring support. The team also runs an employee benefits practice that covers group medical, dental, and vision plans, plus long-term and short-term disability, life, accident, and related coverage.</p> <p>The firm reports $0.3B in AUM (2026) and supports clients well beyond the Evansville area, including across Indiana (Vanderburgh, Warrick, Posey, Gibson, Scott, Floyd Counties) and Kentucky (Henderson, Jefferson Counties), as well as Arkansas, California, Florida, Illinois, Minnesota, Missouri, Nebraska, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.</p> <p>What sets them apart is the ability to coordinate plan advisory work and employee benefits/insurance placement through the same local team.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Retirement plan support through <a href="/retirement-plans">retirement plan providers</a></li> <li>Investment management and financial planning</li> <li>Group benefits: medical, dental, vision, STD/LTD</li> <li>Commercial, personal, life, and health insurance</li> </ul>
Website: https://fwnadvisors.com/
Founded: 1976
Office Locations
- Evansville, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $256.4M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ORTHOPAEDIC ASSOCIATES INC., IN | $27M | 163 |
| ORG CHEM GROUP, LLC 401(K) PLAN | ORG CHEM GROUP, LLC, IN | $13M | 122 |