Set Your Finances on a
Firm Foundation

Customized wealth strategies
to help families thrive

Consulting, planning and handshake with old couple and financial advisor for investment, insurance and retirement savings. Welcome, thank you and deal with man and woman for loan, mortgage or goals

FINANCIAL ADVISOR INDIANAPOLIS, IN

Turn Your Uncertainty
Into A Plan

Navigating your ever-changing finances is difficult on your own. And when major life events—like entering retirement, welcoming a new child, a job change, or receiving an inheritance—come into view, that can make you all the more uncertain about what’s next.

You deserve a financial strategy that’s built on a firm foundation. At Cornerstone Financial Advisors, we partner with you to transform the complexity of your finances into a clear plan that leads to your goals.

Knowledge for the Road Ahead

Tax Planning

Tax Planning

Find opportunities to save on taxes and make more of an impact through generosity.

Retirement Planning

Retirement Planning

Create a plan for your retirement savings and spending, including tax-optimized withdrawal strategies, insurance options, and estate plans.

Investment Management

Investment Management

Find the right investment strategy for you—one that can impact your future and make more of a difference in the world around you.

Generosity Strategies

Generosity Strategies

Invest in what you care about with generosity strategies that stretch your dollars further.

And More

And More

Cornerstone can also help you with insurance planning, college savings plans, estate planning, and term life insurance plans.

About Us

Conveniently located in Keystone at the Crossing just 20 miles north of the heart of Indianapolis, Cornerstone Financial Advisory is proud to call Indiana home—and to serve our neighbors on their financial journey.

We started Cornerstone Financial Advisory because we believe our clients deserve more. More attention to their needs. More advice that aligns with their values. And more opportunities to set their finances on a firm foundation.

Cornerstone Financial Advisors Team

Get Started With Us

Your firm foundation starts with a phone call or meeting with us. This no-obligation conversation can help us determine how we can help you thrive!

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Turn Your Uncertainty
Into A Plan

Many of our clients wonder how they can honor God by making wise financial decisions. We offer a wealth of free resources that can help you plan with wisdom and thrive with faith.

Check out these free events.

Find Us in Indianapolis

Cornerstone Financial Advisory is located just off of I-465 at Keystone at the Crossings just a half hour north of downtown Indianapolis. Our team is always available for in-person, phone, or Zoom conversations!

Frequently Asked Questions

You do not need to be a Christian to work with us at Cornerstone. While we have extensive experience in Biblically-Responsible Investing, we also provide guidance in traditional investing and other financial planning. No matter your beliefs, we are honored to work with you!

Yes, we are a fiduciary. As an independent financial advisor and fiduciary, we can provide objective advice that is within your best interest and create a financial plan that works for you.

We typically meet with clients 1-3 times per year to keep your plan on track with your goals. If you have questions at any time, you're always welcome to reach out to us via phone or email. 

We are located just north of downtown Indianapolis. We serve the surrounding area, including Carmel, Fishers, Fortville, and Greenfield. We also serve the counties of Hancock, Marion, and Hamilton. We are licensed to work with clients in CA, CO, FL, IN, MA, OH, TN, and TX. 

Our founder, Tim Flick, holds the Certified Financial Planner® designation, one of the most highly sought-after certifications in the industry. Additionally, Tim is a Certified Kingdom Advisor®, offering him extensive knowledge in Biblically-Responsible Investing (BRI) and integrating finances with a biblical worldview.