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Werner Financial
Werner Financial is an Indianapolis financial advisory firm led by Jason Werner. The firm focuses on protecting client assets and growing wealth through a...
Overview
Werner Financial is an Indianapolis financial advisory firm led by Jason Werner. The firm focuses on protecting client assets and growing wealth through a personalized, boutique approach. Services include wealth management, IRAs, annuities, 401(k) management, asset management, and tax consulting for business owners. Clients often come via referral, and the firm emphasizes fiduciary advice and a four-step process of discovery, analysis, action plan, and execution and review.
General information
Firm type
RIA
Location
City
Indianapolis
Principals
Jason Werner
Frequently asked questions
What investment stages does Werner Financial typically target?
Investment stage preferences are not documented for this firm. Without deal announcements or portfolio disclosures, stage targeting cannot be inferred.
Which sectors does Werner Financial explicitly avoid?
The firm does not disclose sector exclusionary criteria publicly. No investment guidelines, negative screens, or ESG policies have been identified.
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