With Joe Clark’s investment, insurance, and financial planning background coupled with Don Hodson’s experience as an owner of his own accounting practice, they were able to join forces to create their own wealth management firm, with its first location in Anderson, Indiana. Soon thereafter a partnership was struck with Huth Thompson, LLC – an accounting firm in Lafayette, Indiana. Together the two companies were able to widen their reach to help families in Central Indiana. This partnership helped establish Financial Enhancement Group’s second office.
As the firm grew and expanded with an Indianapolis location, the staff of FEG expanded as well. With over $700 million under management and families in over 30 states FEG is extremely honored to have been entrusted by their families for more than 20 years. FEG has continued to develop relationships with local accounting firms as they acknowledge the importance of the CPA and advisor relationship to best meet the needs of families. The firm now includes Certified Financial Planners, a Chartered Market Technician, a Chartered Financial Analyst, and an Enrolled Agent with the U.S. Treasury; as well as a support staff that is well qualified to assist our families with nearly any financial planning or investment need.
Financial Enhancement Group is an SEC Registered Investment Advisor.
Wealth Management & Financial Planning
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
