Perry Financial Group

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About Perry Financial Group

Who We Are

Tom Perry started Perry Financial Group over 30 years ago to help others secure their financial lives. Frustrated with large firms that charge exorbitant fees and turn away clients that don’t meet asset minimums, Tom started Perry Financial Group as an independent firm with financial advisors committed to relationships and service.

 

Tom has since retired, but his sons Joe and Eli now run the practice.  Together, they serve clients in Indianapolis and across the United States by offering expertise in financial planning and tax preparation.

 

In addition, Perry Financial Group 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.

Certified Financial Planner
Certified Kingdom Advisor
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Eli Perry, CFP®, CKA®

Partner

“As a father of three, I greatly enjoy spending my time outdoors and teaching my kids about the natural world. Whether hiking with my family, bow-hunting for white-tailed deer, or just spending sunny days out in our yard and tending to the garden and chickens, I take every opportunity I can to be outside. 
 
My wife and I are also active members of our parish community at Holy Rosary Catholic Church. Faith and family are the two pillars of my life on which everything is based and I am blessed to have strong foundations in each.”
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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 active members at St. John the Evangelist Catholic Church in Indianapolis.”

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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.

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