Member Profile

About Us

Norwood Economics believes financial success comes from transparency, discipline and thoughtful decision making.

Based in the Indianapolis area, they provide fee-only financial planning and investment management for individuals, families and business owners. Their focus is simple: helping clients build, manage and rely on their wealth with confidence.

Their process begins with understanding their clients’ goals, priorities and risk tolerance. They then align investments, income strategies and tax considerations into a coordinated plan that adapts as life circumstances change.

They deliberately construct portfolios designed to provide true diversification and a more balanced experience across market cycles. Their approach starts with thorough research of individual companies, rather than simply following the broader market with loaded funds and what everyone else is talking about.

For business owners, they extend this approach to employer-sponsored retirement plans. As ERISA fiduciaries, they design, evaluate and oversee 401(k) and Cash Balance Retirement Plans to improve tax efficiency, strengthen employee benefits and ensure plans are structured and maintained effectively.

Their goal is to help clients move forward with clarity, confidence and a plan built for success over the long term.