Alex Perkins, CFP®
Comprehensive Wealth & Legacy Planning for Individuals & Families
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Serving Clients Nationwide
Comprehensive Wealth & Legacy Planning for Individuals & Families
Areas of Focus
- Business Transitions
- Estate Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Planning
- Withdrawal Sequencing
About Alex Perkins, CFP®
Hi, I'm Alex Perkins, wealth advisor and president of Perkins Wealth Advantage.I believe financial planning is about more than just the numbers - it’s about turning wealth into security, opportunity, and a lasting legacy.
I've spent nearly two decades refining an approach that goes beyond managing assets; it’s about helping people navigate the financial decisions that support the life they envision.
Achieving financial security (especially in retirement) requires strategic planning, smart tax management, and careful oversight. My expertise centers on comprehensive investment management, retirement and financial planning, and effective tax and retirement distribution planning. Together, we’ll position your wealth to work toward your lifelong goals, ensure your family’s future, and help you live comfortably in retirement without worry.
As your advisor, my role is to help you make thoughtful and timely financial decisions to support the security and longevity of your portfolio. I work to minimize your lifetime tax burden and strategically structure your income, helping you maximize every dollar earned. When it comes to passing your wealth on, I’ll help you protect your legacy and transfer it efficiently, minimizing estate taxes. I collaborate closely with your CPA, attorney, and other professionals, ensuring you’re covered from every angle and no detail is overlooked.
I take great pride in helping families make the most of what they’ve built. My approach is highly personalized, ensuring each client feels confident in their financial future and supported every step of the way.
I began my career as an engineer from Purdue University and spent several years as a strategy consultant at Accenture, which taught me the value of listening, analysis, and collaboration. That foundation has been invaluable in my work as a financial advisor, where I’ve spent years helping families navigate complex financial decisions. Before founding my own firm, I advised clients at several established wealth management firms, gaining the experience and perspective that shape my approach today.
As a CERTIFIED FINANCIAL PLANNER™ professional, member of the National Association of Personal Financial Advisors (NAPFA), member of the Estate Planning Council of Indianapolis, member of the Fee-Only Network, and board member of the Rotary Club of Fishers, I adhere to a strict fiduciary standard and proudly serve as a fee-only advisor. I believe strongly in the power of education, transparency, community, and integrity.
Though based in Fishers, Indiana, I work with families across the country. I’m fortunate to share my life with my high school sweetheart, Kaycee, and our three wonderful children. They remind me every day of the importance of thoughtful financial planning: helping families achieve lasting security, peace of mind, and a meaningful legacy.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Estate Planning Council
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Fishers, Indiana 46038
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Perkins Wealth Advantage
Perkins Wealth Advantage is a fee-only, comprehensive, and fiduciary financial advisory firm helping retirees, business owners, and high net worth families align their resources in support of the life they want.Who We Serve
At Perkins Wealth Advantage, we do our best work for three distinct groups of people:
Retirees: We help retirees turn their life savings into a reliable income stream while minimizing their lifetime tax burden. Accumulating wealth is a matter of saving and investing, but there are best practices for determining when and what to sell, which type of account to withdraw from, and how to be tax efficient. We best serve clients three to five years out of retirement, up to those who have been retired for ten years. This timeframe is when most people start spending down their portfolios and when most mistakes tend to happen.
Business Owners: We help business owners think through separating their personal financial situation from their business. We help them prepare for a sale of the company and allocate the sale proceeds or think through transitioning the business to the next generation.
High-Net-Worth We help high-net-worth families avoid or significantly mitigate a savage 40% estate tax by proactively coordinating with your estate planning attorney and CPA to implement advanced planning strategies. These strategies may include establishing gift trusts, spousal lifetime access trusts, grantor-retained annuity trusts, limited family partnerships, LLCs, donor-advised funds, or private foundations.
Our Approach
Our goal is to provide a jargon-free, easy-to-understand experience that places your finances at the forefront of our relationship. And, because you have unique goals and values, our plans and portfolios are developed with your personalized needs in mind.
We know how important it is to protect and pass on your hard-earned wealth, values, and more to future generations, all while living the life you desire and have worked tirelessly to achieve. That's why we focus on the complexities of your financial picture so you don't have to. We speak honestly about your wealth, identifying blind spots in your financial life that you may not know exist, and we're big on providing solutions with our guidance to help you feel confident in your financial journey.
Why Work With Us
We take our role as fiduciaries very seriously. We are committed to providing honest, transparent information to help you make informed decisions, and we always act in your best interests, disclosing all facts and doing our absolute best to minimize conflicts of interest. Every quarter, you receive an investment performance report and a statement outlining your advisory cost for the quarter.
Perkins Wealth Advantage, LLC is registered as an Investment Adviser with the State of Indiana.
Education
Purdue University, Bachelor of Science, Industrial Engineering, Economics
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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