Sarah Boston
Bookends Financial Planning is an independent, family-founded advisory firm based in Indianapolis, Indiana. Led by Mike Wetzel and his daughters Sarah Boston and Heidi Hargis, the firm offers personalized financial planning and investment management services tailored to each client’s life stage and goals. Their approach emphasizes building long-term relationships, aligning financial strategies with individual needs, and collaborating with other professionals to provide comprehensive solutions. As independent advisors affiliated with Raymond James, they provide transparent, fee-based services without proprietary products. Bookends Financial Planning serves a diverse clientele, including individuals, families, and small business owners.
7320 US Highway 31 S, Indianapolis, IN 46227