your retirement strategists

Norwood Economics was founded in 2013 to better serve the 401(k) and Cash Balance Plan market. We expanded our services to include individual Wealth Management clients in 2016. Our office is headquartered in the Indianapolis area.

We specialize in Wealth Management, including Retirement and Financial Planning, Estate Planning, Tax Planning, Investment Management, and Elder Care. We are low-cost, fee-only advisors. Our portfolios are managed by a Chartered Financial Analyst (CFA). CFA’s are institutionally trained investment specialists. We provide you with a financial advisor who will listen to your needs and customize a financial plan that will work for you.

As a 3(21) Plan Advisor, we are vigilant, low-cost experts under ERISA. We are fiduciaries held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Our mission is to provide low-cost 401(k) and Cash Balance plans that are custom designed to meet the needs of your workforce.