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CLARITY LEADS TO ACCOMPLISHMENT

ARE YOU LIVING LIFE BY DESIGN?

Our goal is to help you gain clarity about what you value most in life, so you can live the life you envision, while mitigating risk along the way. 

Financial mastery is a lifelong pursuit. We assist clients through every phase of their financial life.

Scott Eckart, MBA, CEPA

Scott Eckart, MBA, CEPA

Lead Advisor, Financial Planner

Certified Family Business Specialist, CFBS

Direct: (317) 705-8114     |     Fax: (317) 469-2500

seckart@finanicalguide.com

“Everyone has a story,” says Scott Eckart, “and my work begins with discovering it.” He emphasizes the value of knowing clients well in order to provide them with sound financial advice. “I firmly believe...

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Elizabeth Ferguson

Elizabeth Ferguson

Direct: (317) 208-6301

Fax: (317) 469-2500

eferguson@financialguide.com

Elizabeth Ferguson is the Relationship Manager for WestPoint Private Client Group, supporting Scott Eckart. Elizabeth graduated with her bachelor’s degree from North Park University in 2016 and has worked in a background of...

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HOW WE WORK

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


View Our Customer Relationship Summary

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