Migration Wealth Management, LLC of Avon

Migration Wealth Management, LLC of Avon is a Financial Planner in Avon, IN. The firm provides fee-only financial planning and investment management services to people in their 30s and 40s as well as those nearing retirement or newly retired. It operates as a fiduciary focused on long-term relationships rather than transactions. The business is located at 6673 E County Rd 100 S in Avon, IN. Migration Wealth Management structures its wealth management offerings into tiers based on investable assets. The firm provides comprehensive services including cash flow planning, debt paydown prioritization, retirement planning and savings, insurance and risk management, tax planning, college education planning, employee benefits optimization, and estate planning. It also manages portfolios for all retirement and investment accounts. The firm was founded by Drew Feutz, CFP®, who serves as a financial planner and co-founder. He holds the Certified Financial Planner designation and serves as the NAPFA Genesis Committee Chair-Elect. He is also a Fellow with the Mitch Daniels Leadership Foundation and Treasurer of Young Professionals of Central Indiana. The business holds a 5.00 rating based on customer reviews. The firm is known for its fiduciary, fee-only approach and its focus on creating long-term relationships that aim to change lives. Migration Wealth Management, LLC of Avon combines fiduciary responsibility with tailored financial planning to help residents of Avon, IN, navigate their financial journeys.

The firm is situated on E County Rd 100 S in Avon, IN, about a third of a mile from Murphy Aquatic Park and a half mile from Forest Lake.

BizScoreAI awarded the business a Discoverability score of 88 out of 100, which ensures AI crawlers can access every page so the firm can be recommended by AI assistants. The Technical score of 85 out of 100 confirms the website is secure and readable for search engines. Migration Wealth Management ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Avon.