Blend Wealth
Couplepreneurs helping business owners simplify and optimize their finances.
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Blend Wealth
Blend Wealth
Indianapolis, Indiana
Serving Clients Nationwide
Couplepreneurs helping business owners simplify and optimize their finances.
Locations
Alexis Woodward, CFP®, CDAA
Tim Woodward, CFP®, CDAA, MBA
Blend Wealth
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
About Us
At Blend Wealth, we provide commission-free wealth planning for Christian business owners. You deserve to feel confident in your finances so that you can spend more time doing things that fulfill you.We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you to consider.
No jargon. No pressure. Just a straightforward approach from a biblical perspective that prioritizes communication and helps you get from where you are, to where you want to be in your finances.
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View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Investors
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Remote Workers
- Single Women
- Widow
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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