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Services in Zionsville, IN

Retirement, investment, tax, estate, and wealth management for individuals and families across Zionsville, Boone County, and the northwest Indianapolis area. Coordinated advice from an independent Cadence Wealth Advisors team led by a CFA® charterholder and CPA.

Schedule a Consultation Call 317-450-8139
CFA® and CPA Dual-credentialed advisor
Independent No product quotas
Tax-Aware Planning and preparation in house
Local Team Rooted in Boone County

Coordinated Financial Services in Zionsville, IN

Our Zionsville office is on South Ford Road, in the southeast corner of Boone County just northwest of Indianapolis. We work with professionals, business owners, and retired families across Zionsville and the surrounding communities who want their retirement, investment, tax, and estate decisions handled in one coordinated relationship rather than spread across separate firms.

Because Tyler Dicke is both a Chartered Financial Analyst and a Certified Public Accountant, the tax impact of a decision is weighed at the same table where the investment or retirement decision is made. That matters in central Indiana, where Indiana's flat state income tax, equity compensation, and business ownership all shape how a plan should be built. Explore the five core services below, or return to our full list of services to compare markets.

Why a Coordinated Plan Matters

Households across Boone County often juggle more than a single account: business income, equity compensation, and long time horizons. Managing the pieces together helps them reinforce one another rather than pull in different directions.

Indiana Taxes Income at a Flat Rate

Indiana applies a flat state income tax, and many Boone County residents also pay a county rate. That changes how withdrawals and Roth strategies should be sequenced, which is easy to miss without a CPA at the table.

Business Exit Planning

Stepping away from a business takes careful planning well before the final transaction. Coordinating the potential sale, succession strategy, tax considerations, and post-exit income needs can help owners make decisions with a clearer view of life after the business.

Growth Brings Complexity

Boone County is one of the fastest-growing areas in Indiana, bringing relocations, equity awards, and real estate decisions. A disciplined plan helps you absorb change rather than react to it.

Local, Face to Face

You meet with your advisor in Zionsville, not a rotating call center. Being local means we understand the communities and the decisions families here are actually making.

Why a Coordinated Plan Matters

Households across Boone County often juggle more than a single account: business income, equity compensation, and long time horizons. Managing the pieces together helps them reinforce one another rather than pull in different directions.

Indiana Taxes Income at a Flat Rate

Indiana applies a flat state income tax, and many Boone County residents also pay a county rate. That changes how withdrawals and Roth strategies should be sequenced, which is easy to miss without a CPA at the table.

Business Owners Need Coordination

The Indianapolis suburbs have a deep base of business owners and professionals. Coordinating the business, personal investments, and tax strategy keeps one decision from quietly undercutting another.

Growth Brings Complexity

Boone County is one of the fastest-growing areas in Indiana, bringing relocations, equity awards, and real estate decisions. A disciplined plan helps you absorb change rather than react to it.

Local, Face to Face

You meet with your advisor in Zionsville, not a rotating call center. Being local means we understand the communities and the decisions families here are actually making.

How We Help Our Clients

Five core services for Zionsville and northwest Indianapolis clients, delivered together in one coordinated relationship.

Retirement Planning

A plan for the income you will draw on later, coordinating taxable, tax-deferred, and tax-free accounts around Indiana's flat state and county income tax.

Investment Management

A diversified portfolio matched to your goals, time horizon, and risk tolerance, with ongoing review and rebalancing as conditions change.

Tax Planning

Guided by an advisor who is also a CPA, we look for ways to reduce what you owe and coordinate tax decisions with the rest of your plan.

Estate Planning

Coordination with your attorney and CPA to help protect the people who depend on you and pass on what you have built with intention.

Wealth Management

The full relationship in one place, bringing investing, retirement, tax, and estate strategy together under a single coordinated plan.

One Local Team

Every service above is delivered by the same Zionsville team, so the parts of your plan stay connected rather than fragmented across separate firms.

Why Families Work With Us

Choosing who guides your financial decisions is a decision about trust. Our value comes from experience, independence, and a coordinated approach that keeps investing, tax, and retirement strategy working together.

We are a local firm with a Zionsville, IN office, so you get a personal relationship and meet with an advisor who knows Boone County and the north Indianapolis suburbs face to face.

  • Dual-Credentialed as a CFA® and CPA

    Your advisor holds the Chartered Financial Analyst designation and is a Certified Public Accountant, bringing investment analysis and tax awareness to the same conversation.

  • Independent and Objective

    As an independent firm, we are not tied to product quotas. Our recommendations are guided by what fits your goals.

  • Rooted in Zionsville, IN

    We work where our clients do, on South Ford Road in Zionsville, and we meet with you face to face.

  • Coordinated, Long-Term Advice

    Investments, retirement, tax, and estate strategy managed together, so the parts of your plan reinforce one another rather than working separately.

Tyler Dicke, CFA, CPA

Tyler Dicke, CFA®, CPA

Wealth Advisor

An advisor since 2020, Tyler began his career in accounting and later earned the Chartered Financial Analyst designation while working alongside attorneys, CPAs, and global investment managers. As a CPA and CFA charterholder, he integrates investment strategy with tax awareness and long-term planning for individuals and families.

Areas We Serve From Zionsville

Our Zionsville office serves individuals and families across Boone County and the northwest Indianapolis area.

Zionsville Office

Zionsville, IN

7379 S. Ford Rd.
Zionsville, IN 46077
317-450-8139

Communities we serve nearby:

  • Whitestown
  • Carmel
  • Westfield
  • Lebanon
  • Brownsburg
  • Fishers
  • Noblesville
  • Indianapolis

Don't see your city? We work with clients throughout the north Indianapolis suburbs. Reach out to confirm availability in your state.

Request a Consultation With a Zionsville Advisor

If you want a disciplined, coordinated approach to your finances, we would welcome a conversation. Schedule a time online or call the Zionsville office.

Schedule a Consultation Call 317-450-8139

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Frequently Asked Questions

Straight answers to what people in Zionsville ask us most about our services and getting started.

What Services Do You Offer in Zionsville?

From our Zionsville office we offer retirement planning, investment management, tax planning, estate planning, and wealth management. These are delivered together in one coordinated relationship, led by an advisor who is both a Chartered Financial Analyst and a Certified Public Accountant.

How Does Indiana's Tax Setting Affect My Plan?

Indiana applies a flat state income tax, and many Boone County residents also pay a local county rate. That affects how retirement withdrawals, Roth conversions, and account sequencing should be approached. Because your advisor is also a CPA, those tax considerations are weighed alongside the investment and retirement decisions rather than handled separately.

Do You Have an Account Minimum?

Fee structure and account minimums vary based on the services you need. The best way to understand what applies to your situation is to contact the Zionsville office directly and start a conversation.

What Areas Do You Serve From Zionsville?

From our office in Zionsville, IN, we serve clients across Boone County and the northwest Indianapolis area, including Whitestown, Carmel, Westfield, Lebanon, Brownsburg, and Indianapolis. LPL Financial registered representatives may discuss or transact business only with residents of the states in which they are properly registered or licensed, so reach out to confirm availability in your state.

How Do I Verify Your Background?

You can check the background of the firm's financial professionals on FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. You can also review the LPL Financial Form CRS.

How Do I Get Started or Schedule a Consultation?

The quickest way to begin is to schedule an appointment online. You can also call the Zionsville office at 317-450-8139 or email hello@cadencewa.com.