About Us
At Blumberg Wealth Advisors, we proudly serve as fiduciaries—placing our clients’ best interests at the center of every decision we make. We work with individuals and families in more than 30 states, providing comprehensive wealth management and personalized financial planning. Our firm primarily serves clients with seven figures or more of investable assets who seek a thoughtful, disciplined approach to preserving and growing their wealth. However, our strategies can be even more impactful for clients who have lesser financial assets.
We invite you to experience the difference of a team-driven, client-focused advisory practice. Our professionals bring diverse backgrounds, education, and years of experience to deliver informed perspectives and informative guidance to you. No single strategy fits everyone—which is why every client receives our full attention that starts with in-depth planning and strategy session and is followed by disciplined execution and performance monitoring of their investments going forward.
We recognize that effective tax management is a critical component of long-term financial success. By managing the performance of your assets while minimizing the impact of taxes, we strive to deliver two powerful benefits for you and your family—enhanced growth potential and greater wealth preservation.
While not every investment or strategy is tax-focused, we remain attentive to opportunities for greater tax efficiency—whether through portfolio design, distribution planning, or charitable giving. Our approach is intentionally tax-aware across most aspect of your financial life, including investment selection, portfolio distributions, and charitable giving. For clients in higher tax brackets, we offer specialized tax-managed strategies designed to help reduce tax exposure and improve after-tax returns in individual, joint, and trust accounts.
Like skilled navigators, we help our clients chart a clear financial course—anticipating market challenges, changing conditions, and staying focused on what matters most: your goals, your family, and your financial future. Through proactive guidance, we aim to help you move confidently toward lasting financial independence and a purpose- driven life. Explore our resources throughout the website.
Ready to start the conversation? Contact us at (317) 324-8976 or send us an email. We are here to help you plan with purpose.
Unparalleled Support For Your Financial Future
When you work with an advisor backed by LPL Financial, they'll have the tools, technology, and support to deliver personalized advice designed around what matters to you.
In brokerage and advisory assets serviced or custodied1
Client accounts served by LPL advisors and institutions1
LPL advisors1
Financial institutions2 that partner with LPL1
Company strength working for your advisor and you4
Cyber Fraud Guarantee fully protects your assets3
Advisor retention rate, advisors value the autonomy flexibility, and support LPL provides1
Your advisor is never pushed to sell proprietary products
This material has been prepared by LPL Financial, LLC.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
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