Fee-Only · Fiduciary · Indianapolis, IN
Retirement planning, wealth management, and investment management — from a fee-only fiduciary who works for you, not a commission.
Sam Wagner, CFP®
Founder, WealthGuides
Fee-Only
No commissions, no products to sell
Fiduciary
Legally required to put you first
Nationwide
Based in Indianapolis, serves clients everywhere
30 Min
Free intro call, no pressure
Retirement & Financial Planning
We start by mapping your assets, liabilities, income, and expenses, then model what retirement actually looks like — not a generic number, your number.
The same planning process covers the big life moments too: buying a home, paying for college, changing jobs.
Retirement scenario modeling
See the real range of outcomes, not one optimistic line.
Built for ages 30–70
Whether you're starting out or close to the finish line.
One advisor, one relationship
You work directly with Sam, not a call center.
Wealth & Investment Management
Stock compensation, insurance and risk, tax prep and planning, estate and legacy — plus portfolio management with tax-loss harvesting and low-cost fund selection.
Book Your Intro CallStock compensation
Tax prep & planning
Estate & legacy planning
Low-cost, diversified portfolios
About Sam
Founder of WealthGuides, a fee-only fiduciary firm based in Indianapolis, IN, serving clients nationwide. Sam works directly with each client on retirement, wealth, and investment planning — no sales quotas, no proprietary products.