Pile Wealth Management

Pile Wealth Management

Pile Wealth Management launched in 2001 as RJP Investment Advisors, LLP, the registered investment advisor affiliate of Pile CPAs — Indianapolis's oldest CPA firm, established by Roy (RJ) Pile in 1938. The firm operates under the dba Pile Wealth Management and serves three client channels: institutions, individuals and families, and plan sponsors. Pile Wealth structures advisory relationships on a discretionary basis, blending asset management with financial planning and specialized tax solutions. For nonprofits and institutional clients, the firm emphasizes strategic investment governance and risk management tailored to mission fulfillment. For individuals, it provides comprehensive wealth management that includes retirement and estate planning. For plan sponsors, Pile Wealth focuses on fiduciary integrity, participant education, and transparent investment advice for corporate retirement plans. The firm's service model is anchored by an affiliation with Focus Partners Advisor Solutions, which supplies peer-reviewed financial research, fixed income trading, and back-office support. The firm is led by Neal Clements and Michael Winslow, who are the only named professionals on its website. Pile Wealth operates from Suite 1200 of the Regions Bank Tower at One Indiana Square in downtown Indianapolis. Team size is not publicly disclosed, and no adjacent vehicles — such as a philanthropic foundation, real-asset arm, or operating company — are referenced in available materials. Pile Wealth's structural differentiator is its embedded relationship with an 85-year-old CPA firm. This architecture allows the RIA to offer tax-aware investment management and integrated estate planning that standalone wealth managers typically cannot replicate without external tax providers. The arrangement also anchors the firm within a multi-generational professional-services legacy in the Indianapolis market.