Bryan Byrer, AAMS™, WMCP®
Accessible Financial Planning for Young Professionals & Families | Fee-Only
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Serving Clients Nationwide
Accessible Financial Planning for Young Professionals & Families | Fee-Only
Areas of Focus
- Budgeting
- Business Owners
- Buying a House
- Cash Flow
- Coaching
- Estate Planning
- Family and Money
- Financial Planning
- Insurance
- Investment Management
- Student Loan Advising
- Tax-Efficient Planning
- Women & Wealth
About Bryan Byrer, AAMS™, WMCP®
Hi, I'm Bryan Byrer, Owner & Financial Advisor of Millennial Financial Planning.I believe that everyone deserves the opportunity to make the most of their money so they can live with dignity, pursue their dreams, achieve their goals, and find happiness. For too long, financial planning has been too expensive for the people who really need it. I'm here to change that.
After 10 years in finance, I've learned that money is deeply emotional, and that causes behaviors that too often get in our own way. That's why I take a person-first, purpose-led approach. It's what has allowed me to facilitate real growth in my clients' financial lives & build relationships I genuinely value, both professionally and personally.
Outside of my professional life, I'm an avid fantasy & sci-fi reader. When not spending time with my girlfriend and our dogs – Lynus and Kevin – I can frequently be found playing pickleball at The Picklr. I'm also a huge fan of my hometown Indiana Pacers, Indianapolis Colts, Indiana Fever, and my alma mater, IU.
Professional Designations
- Accredited Asset Management Specialist (AAMS)
- Wealth Management Certified Professional (WMCP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Indianapolis, IN 46250
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Our first conversation is a 20 minute introductory meeting. This is a short conversation to address initial questions & concerns, and assess the potential of working together. You'll also have time to ask any questions about financial planning, Bryan's background, and anything else you deem relevant. The first formal "meeting" is a Get to Know You meeting, which is an open discussion around your money story, personal values, and what your money is for (and why). You'll also have the opportunity to ask any and all questions you can think of.Offers Investment Management
Yes
About Millennial Financial Planning
Millennial Financial Planning is a fee-only financial planning firm based in Indianapolis to make personalized financial planning and investment management accessible to people earlier in their financial lives.Who We Serve
We built our practice for young professionals, families, first-time investors, small business owners, and DIY investors who understand the value of long-term financial planning, even if they don't yet have hundreds of thousands of dollars in assets to manage. We work with clients across the Indianapolis area, including Carmel, Fishers, Westfield, and Zionsville, as well as virtually with clients throughout the country.
Our Services
We provide budgeting and cash flow analysis, long-term tax planning aimed at addressing your lifetime tax liability, and lifestyle planning that helps families live well today while saving for the future. We also manage and advise on investments held in employer retirement plans, IRAs, and brokerage accounts, and we help clients navigate decisions around insurance, student loans, and buying a home.
Transparent Pricing
Our Financial Coaching and financial planning subscriptions are billed monthly, and investment management is charged as a percentage of assets managed. There are no hidden fees, no commissions, and no surprises. As a fee-only firm, we are compensated solely by our clients, and our fiduciary commitment is reflected through our membership in XY Planning Network and Fee Only Network.
Education
Indiana University Bloomington; Bachelor of Arts (BA), Communication and Culture
Hobbies and Interests
- Family
- Pickleball
- Reading
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Couples
- DIY Investors
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Women Professionals
- Young Families
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FAQs
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