Philip E. Lavelle


[email protected]

9000 Keystone Crossing 7th Floor,
Indianapolis, IN, 46240, USA

Philip E. Lavelle


Since 1996, Philip has been working with investors and their families to deliver a comprehensive suite of financial services. He is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner and offers his clients expertise in retirement planning, investment management, insurance, estate conservation, succession planning, and executive and employee benefits. Philip lives in Anderson, IN and maintains an office there as well as in our Indianapolis location. He values lifelong learning and education and dedicates a significant amount of time to providing public educational workshops on financial topics including Social Security Maximization, Medicare planning, and IRA Strategies. He has been an active member in the community, having served as a member of the Anderson Rotary Club, the Board of Directors of the Leadership Academy of Madison County, the Finance Committee of Saint Vincent’s Anderson Regional Hospital, and the Board of Directors of the Anderson Symphony Orchestra.