Blend Wealth
Couplepreneurs helping business owners simplify and optimize their finances.
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Blend Wealth
Blend Wealth
Indianapolis, IN
Serving Clients Nationwide
Couplepreneurs helping business owners simplify and optimize their finances.
Locations
Alexis Woodward, CFP®, CKA®, CDAA
Tim Woodward, CFP®, CKA®, 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 marketing services (including being featured on this profile page), subject to terms of use. 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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