LJI Wealth Management

LJI Wealth Management

Lawrence J. Ivie established LJI Wealth Management in 2007 as an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm advises individuals, high-net-worth individuals, corporations, and charitable organizations, operating under a fiduciary standard that legally requires client interests to come first. The practice was built to deliver financial planning and discretionary portfolio management outside the broker-dealer model where product commissions can shape advice. LJI constructs portfolios across multiple asset classes, with a focus on publicly traded equities, fixed income, and balanced strategies tailored to client liquidity needs and long-term objectives. The firm manages assets on a discretionary basis, providing personalized allocation decisions rather than relying on model portfolios alone. The geographic footprint centers on the Indianapolis metropolitan area and surrounding Midwest markets, where the firm maintains its client relationships through in-person advisory work. The firm operates as a boutique practice from a single location in Indianapolis. While team size and total regulatory assets under management are not publicly disclosed, LJI's ADV filings with the SEC confirm its status as an active registered investment advisor. The firm's structure reflects the classic independent RIA model — founder-led, locally concentrated, and organized around direct client relationships rather than institutional distribution channels. LJI's structural distinction lies in its fiduciary-only posture. Unlike many wealth management practices that have migrated toward hybrid broker-dealer and RIA models, LJI operates solely as a fee-based advisory firm. This removes the conflict of commission-based product sales entirely, aligning revenue directly with portfolio performance and financial planning outcomes — a governance choice that defines the firm's architecture and client base.