About Teeple Wealth Management, LLC
Teeple Wealth Management, LLC, operating as Teeple Snyder Newsome Wealth & Tax Management, is a comprehensive financial advisory firm with offices across Indiana, Kentucky, and Ohio. They offer integrated wealth management, financial planning, and tax services, distinguishing themselves by eliminating the need for clients to coordinate between separate wealth and tax companies. Services include retirement planning, investments, tax planning & compliance, outsourced CFO/accounting, risk management, budgeting & cash flow, estate planning, and education planning. The firm is notably a Dave Ramsey SmartVestor Pro and Endorsed Local Provider. With headquarters in Brownsburg, IN, Teeple Snyder Newsome Wealth & Tax Management is dedicated to building strong client relationships, limiting advisors to a maximum of 75 clients. They operate on a 100% fee-only basis, ensuring client interests are always prioritized. Their commitment to client satisfaction is further demonstrated by their refund policy. Teeple Wealth Management serves individuals, families, business owners, and executives seeking a holistic approach to their financial well-being.
Website: https://tsnadvisors.com
Founded: 2022
Office Locations
- Brownsburg, IN (Headquarters)
- Greenwood, IN
- Lexington, KY
- Zionsville, IN
- Indianapolis, IN
- Louisville, KY
- Florence, KY
- Cincinnati, OH
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M