Thoughtful Planning. Family Focus. A Legacy That Reflects You.
Your story deserves a thoughtful plan.
We’re Brandon and Ashlee Craiger: parents of five, lifelong Hoosiers, and financial advisors with a heart for service. We help families across Hendricks County and surrounding areas in Indiana, as well as clients in many states throughout the U.S., make confident financial decisions that support the people they love and stay true to what they believe.
Our financial services.
As a financial advisor, we help everyone from young professionals, business owners, farmers, and medical professionals to retirees creating income strategies. We provide the planning tools and investment solutions your family needs to thrive.
Strategic Financial Planning
Build a plan that fits your life. We help you turn your goals into a strategy that works for you and your unique situation.
Investment Management & Portfolio Construction
Help grow and prepare your wealth with disciplined, long-term investing that aligns with your values and risk comfort.
Tax Planning & Business Solutions
Keep more of what you earn. From 1031 exchange options to succession planning, we help you manage taxes to protect your personal and business assets.
Retirement & Estate Planning
Make confident decisions about your retirement income strategy, Social Security, Medicare, and the legacy you leave behind.
Building with purpose.
Guiding with care.
Personal attention
you deserve.
Who we work with.
We work with people who understand that financial planning is more than investment returns. Our clients appreciate personal attention and want advisors who care about their complete picture.
Pre-Retirees
& Retirees
You’re preparing for or living in retirement and want to make smart decisions about income, Social Security, Medicare, and what you pass on.
Business Owners
& Entrepreneurs
You’re running a successful business and want help with your company retirement/401(k) plan, tax strategies, and putting together a successful succession plan to protect your business and be able to exit on your terms.
Multi-Generational
Families
You’ve built something meaningful and want guidance for passing it down on your terms.
Feel the Craiger difference.
We’re independent for a reason—to give you the personal attention you deserve.
The Craiger Partnership
Brandon’s planning experience + Ashlee’s relational insight = support that sees your whole picture.
Stewardship at the Core
We view finances and wealth as a gift from God to be managed with purpose, helping you align your financial decisions with your values and beliefs.
Family Perspective
As parents of five children, we understand the real-life financial pressures and opportunities that growing families face. We want to be there to help all generations navigate through various stages of life.
Community Connection
Our deep roots in Hendricks County and the surrounding areas mean we understand the local market and can connect you with trusted professionals, as well as great organizations doing meaningful work here in the community that we are fortunate to be a part of.
