Circle Financial Planning

Circle Financial Planning

7828 E 88th Street

Indianapolis, IN 46256


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About Circle Financial Planning

Circle Financial Planning helps bring life to our client's dreams. We do this by providing wealth management, retirement plan rollover solutions and comprehensive financial planning. We work with the professionals, teachers, tradesmen and business owners who keep our economy moving. Founded in 1984, the Circle team is guided by a core set of values that define how we do business: Client-First, Wow Service, Team Oriented, Integrity and Opportunity. Our team has over 75 years of combined experience and hold professional designations such as the CFP® and Accredited Portfolio Management Advisor. Circle has been profiled in Kiplinger, Forbes and Indianapolis Monthly.

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General Information

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Firm Information

Compensation and Fees

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


All Securities Through Money Concepts Capital Corp. Member FINRA/ SIPC. Circle Financial Planning is an independent firm not affiliated with Money Concepts Capital Corp. is a wholly-owned brand of the Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. matches and refers investors to qualified financial professionals that have elected to participate in our matching platform., Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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