Broker Check
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...

Read more
Chris Jackson, MBA, CEPA

Chris Jackson, MBA, CEPA

 Financial Planner 


Office: (317) 208-6324

Mobile: (317) 605-5500

Fax: (317) 469-2500

chrisjackson@financialguide.com

Chris has a passion to inspire his clients to achieve their goals. He employs a systematic approach to identify what it is that clients love, their concerns, and ultimately what they want to achieve......

Read more
Elizabeth Ferguson

Elizabeth Ferguson

Relationship Manager

Direct: (317) 2086301

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...

Read more
Laura Jackson

Laura Jackson

 

Direct: (317) 946-8281

Fax: (317) 469-2500 

laurajackson@financialguide.com

Read more

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.

HAVE A QUESTION

Thank you! Oops!