Tim Uihlein, CFP®, MBA

Partner and Financial Advisor/Senior Wealth Manager

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Vincere Wealth Management Tim Uihlein, CFP®, MBA
Indianapolis, Indiana

Serving Clients Nationwide

Partner and Financial Advisor/Senior Wealth Manager

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Hi, I’m Tim Uihlein, a Partner and Financial Advisor/Senior Wealth Manager at Vincere Wealth Management. I graduated from the University of Richmond and DePaul University with my Undergraduate and Graduate degrees, respectively, the latter an MBA in Behavioral Finance.‍

My passion to help people began outside the financial services industry as a teaching assistant during my undergraduate years and then as a high school Spanish teacher after graduation.‍

Following my career in education, I’ve gained experience working for a bank-owned broker-dealer, an insurance-owned broker-dealer, a discount broker-dealer, and an independent Registered Investment Advisor. I achieved my CERTIFIED FINANCIAL PLANNER™ designation in 2018.‍

I knew that I wanted to work with both Josh and Isaiah because they share my vision that client success is advisor success.‍

Away from work, you can find me with my wife, Megan, and sons, Max and Jack. We enjoy traveling and spending time with friends and family. When it comes to sports, having grown up in Wisconsin, it’s Green Bay Packers all day, every day.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

46268

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute introduction call. We will use this time to get to know one another and answer any burning questions you might have. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Vincere Wealth, we help you to live your best life and create a work optional lifestyle. We understand that your personal finances can get complicated. And if life leaves you too busy, finances can get pushed to the side, which makes you feel frustrated and overwhelmed.

We want to help you simplify your finances and make it as easy as possible for you to conquer your goals. We craft a detailed and actionable financial plan that compliments your family and career.

We provide a thoughtful investment strategy that aligns with your plan. We work with you to have your money get used to improve your quality of life. And we believe everyone should feel confident in their financial future regardless of the size of their investment account. So we provide options for those in all life stages.

We understand life is challenging and full of changes. That is why financial planning is a process and not a destination.

Here is how you begin.

✅ First, you schedule a call to meet our team to make sure there is a good mutual fit.

✅ Second, we collaborate to review where you are today personally and professionally and what you want to accomplish.

✅ Third, we implement and act with you.

A financial plan is worthless if it is never implemented. And there’s no better day than the present to start taking action. Schedule an exploratory call below, so that you can stop wondering if you are making the right financial decisions. Start having more confidence in your financial future today.

Education

DePaul Driehaus College of Business, MBA, Behavioral Finance | University of Richmond, BA, Economics, Spanish, and International Studies

Badges

Hobbies and Interests

  • Family
  • Football
  • Tennis
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Dentists
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

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