Snowbird Financial

Snowbird Financial is a financial planning and wealth management firm founded in Indiana in 2012 and led by founder Brian Robinson. The firm offers personalized asset management, where portfolios are built around a client's goals, time horizon and risk tolerance through a written Investment Policy Statement, along with in-depth financial planning that maps out short- and long-term objectives and gets updated as life changes.

Every relationship starts with a complimentary, no-obligation consultation to talk through goals and current strategy. Clients can reach the office by phone or through the contact form on the website. The office is in Suite 219 at 9165 Otis Ave in Indianapolis.