Tom Perry started Perry Financial Group over 30 years ago to help others secure their financial lives. Because he was frustrated with large firms that charge exorbitant fees and turn away clients who don’t meet asset minimums, he started Perry Financial Group with financial advisors committed to relationships and service.
Tom has since retired, but his sons Joe and Eli now run the practice. They serve clients in Indianapolis and across the United States by offering expertise in financial planning and tax preparation.
Perry Financial Group also partners with Preferred Financial Group in Fort Wayne, Indiana. Together, Preferred Financial Group and Perry Financial Group serve clients across the state by leveraging the experience of our combined eight financial advisors. You don’t just get one advisor; you get a team.
Eli Perry, CFP®, CKA®
Partner
Joe Perry
Partner
“My wife Marie and I are blessed with three young boys. We enjoy spending time as a family, cooking, delving into home renovation projects, and being outside.
“We are also active members at St. John the Evangelist Catholic Church in Indianapolis.”
Crystal Underwood
Office Administrator, Financial Coach
“As empty nesters, my husband, Tim, and I enjoy spending time with our three daughters, three grandsons, and other family and friends. You will usually find me on playdates with the grandsons, cooking, fishing, reading, or serving at my church, Eternal Life Baptist in Mooresville.
“My newest adventure is financial coaching! I am excited to provide a safe place for people to talk about their money habits and help them reach their financial goals.”
If you think you could benefit from our expertise and services, schedule an introductory call with our financial advisors and let’s talk about how we can help you achieve your financial dreams.
