LOW-COST, FEE-ONLY WEALTH MANAGEMENT
Norwood Economics was founded in 2013 to fill a need for concierge level service at an affordable price. We are a low-cost, fee-only wealth management firm - no hidden fees, no commissions, and no conflicts of interest. We are often half the cost of the average, local fee-based advisor: saving 1% is the equivalent of earning 1%. Our fee includes annual Financial and Retirement Planning, Estate Planning, Tax Planning, Elder Care, and Insurance Planning.
Call
(317) 559-2333
for a free, initial wealth management consultation.
WE PROVIDE SUCCESSFUL STRATEGIES SO YOU DON'T HAVE TO
Our job is to make it easier for you. Easier to grow your wealth. Easier to have a fun, rewarding retirement. Easier to leave your assets to your loved ones.
Our investment philosophy begins with building low-cost, diversified portfolios. We focus on strategic allocation to meet your spending needs, while using tactical allocation to add value. We overweight and underweight different asset classes (as well as within asset classes) based on both the macroeconomic environment and price. We favor using low-cost index funds and ETFs as well as individual stocks. We are value investors who buy good companies when they go on sale. We look for companies with strong balance sheets that typically pay a dividend.
Call Norwood Economics at
(317) 559-2333 and speak with a wealth management professional that will put your needs first.
recent blog posts
