Wealth advisory for moments of real change.

(NEARSIDE ADVISORS, INDIANAPOLIS)
Nearside is a wealth advisory firm built for life's bigger moments - a new chapter, a hard ending, a fresh start. We keep the financial side clear and close, so you can focus on the life it's actually for.
(About)

Money is a tool. Life is the point. Most financial advice starts with your portfolio. We start with you — what you're going through, what matters most, and what you actually need your money to do. Then we stay close, and handle the rest.

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(How we HELP)

Different doorways. The same care.

Some people find us in the middle of a family transition. Others come for the long view - a career move, a new home, retirement on the horizon. The way in is different. The patience and attention we bring to your life is exactly the same.
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Divorce Financial Planning
Going through a divorce?
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Financial Planning
Need an advisor you can trust?
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(How we work)

Meet Nearside. Small by design, close by nature.

We built Nearside to stay small, so working with us never feels like working with a firm. The people looking after your money know your name, your family, the things you're hoping for and the ones you quietly worry about. They understand your life, not just your balance sheet. Big enough to handle whatever comes. Small enough that you'll never be handed off.
ABOUT US
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Our financial life has gotten a lot more complex over the years. Instead of feeling more stressed, we feel more organized, because we know someone is looking at the whole picture.

Rob and Jen M.
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Over the years we've worked with accountants, attorneys, insurance people, and investment managers. Nearside is the one who keeps it all coordinated, so nothing falls through the cracks.

Susan M.
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Nearside is the first call I make whenever an important financial decision comes up. Taxes, investments, estate planning, or something completely out of the blue, I know I'll get thoughtful advice that puts it all in context.

Greg P.
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Our finances got complicated enough that it was hard to know who should be coordinating everything. Nearside became that person. Having one trusted advisor who understands our whole financial life has given us real confidence.

Mike T.
The above testimonials are statements and opinions from actual clients of Nearside Advisors, LLC. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
CLEAR GUIDANCE WHEN LIFE CHANGES

Change is everywhere. We stay close.

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Wealth advisory for moments of real change.
Nearside Advisors, LLC is registered as an investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Nearside Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.