Resource Planning Group | Financial Advisors & Wealth Management in Fishers, IN

    Our relationship is built on trust.

    We want to meet you where you are, understand your circumstances, and provide the education needed to make wise and informed decisions.

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    Candor

    We have a sincere desire to serve and will honestly share our thoughts and observations.

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    Transparency

    We don’t like hidden motives and will disclose conflicts of interest.

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    Education

    We want to help you make informed decisions and always encourage people to avoid investments they don’t understand.

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    Simple Language

    We try to avoid industry jargon and will communicate in a way that is easy to understand.

    Our Team

    While you may only meet a few members of our team, it’s important to understand that we are a team working together to meet all our clients’ financial needs.

    ​Meet Our Team​ 

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    Matt Burke

    Co-founder, Managing Member, and Senior Financial Advisor

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    Keith Waterman

    Senior Financial Advisor

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    Joshua Weaver

    Senior Financial Advisor

    Connect with us.

    12574 Promise Creek Lane
    Suite 136
    Fishers, IN 46038

     

    (317) 428-4795

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