Nate Eix, CFP^®

Nate empowers clients to make informed financial decisions, helping them maximize savings to achieve both short- and long-term goals. He creates tailored plans to optimize savings for 401(k)s, IRAs, college funds, home purchases, and other financial priorities. Using a reverse budgeting approach, he helps clients find the right balance between saving for the future and enjoying life today.

Outside of work, Nate enjoys quality time with his wife and their Golden Irish puppy, Ruby. After recently moving back to Indianapolis from Charlotte, they’re embracing life closer to family and friends. They love going for walks, spending time at the lake, improving their golf game, and have recently joined the pickleball craze.

Goal setting, comprehensive planning, retirement projections, investing