Perry Financial Group

Financial excellence for every journey

Strategic financial planning and expert tax preparation services tailored just for you

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Your financial success is our top priority.

Perry Financial Group is an independent, family-owned financial planning agency serving clients in the greater Indianapolis area and across the United States. We are committed to helping you plan for both your financial present and future with expert financial planning and tax services, so that you can feel empowered and secure throughout your entire financial journey.

Our Services

We believe that everyone deserves expert financial guidance.


Whether you’re just starting on your financial journey or are a more seasoned wealth-builder, our dedicated team is here to help you elevate your financial potential and partner with you on the road to a secure and prosperous future.

Financial Planning

Our experienced financial advisors are dedicated to creating personalized, holistic financial plans tailored to your unique needs and goals. Focusing on tax planning and preparation, estate planning, investment management, insurance analysis, and cashflow and debt management, we're here to guide you every step of the way in your journey to financial stability and success.

Tax Preparation

Our tax experts are committed to optimizing your tax situation to maximize your savings. From individual tax returns to business tax planning, we've got you covered.

Start your journey to financial excellence today.

Your financial future is waiting for you. Let us partner with you on your journey.

Step 1

We get together to talk about the current state of your financial life and your vision for your future.

Step 2

We develop and present to you a financial plan customized to fit your unique needs and goals.

Step 3

You decide if we’re a good fit to partner with you on your financial journey.

Step 4

We monitor your financial progress on an ongoing basis and help you stay on course. If you’re not satisfied with our performance at any point during our relationship, we will refund you the previous quarter’s fees.

Begin the Conversation

If you think you could benefit from our expertise and services, schedule an introductory call with our team and let’s talk about how we can help you achieve your financial dreams.