CORE Wealth Advisors | Indianapolis Wealth Advisors

Be a confident investor with a clear plan to achieve your goals.

Financial Security

Retire Early

Create a Plan

Working with CORE Wealth Advisors is simple.

We know what it's like to have big dreams that cost money. We aren't just financial advisors; we're investors ourselves who are committed to helping our clients achieve financial success and see those big dreams come true.

Not Out of Reach

You're not alone if you feel like your dreams are out of reach and you don't have a clear plan or direction to help you achieve your goals.

Know a Way Forward

You don't have to waste years of potential financial growth simply because you don't know the way forward. We're here to advise you.

Live Big Dreams

Pay off your debt. Buy that house. Pay for college. Take that dream vacation. Retire comfortably. Do the things you've always wanted to do.

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You can live with purpose and be financially secure. We can show you how.

Investing your money is not just business. It's personal.

We believe that you deserve personal care from those you choose to advise you.

CORE Wealth Advisors sets itself apart from other firms by offering customized strategies built upon trust we have established with each of our clients. This approach allows us to act much more like a boutique firm that is focused on maintaining and building deep relationships built upon the cornerstone of trust.

The firm will focus on only providing unbiased and objective advice on how to build, grow and transfer family and business wealth. The Managing Members of the firm have over sixty years of combined experience in the financial services industry. CORE Wealth Advisors is a Registered Investment Advisor in the state of Indiana.

CORE Wealth Advisors provides expertise in wealth management, financial planning, retirement planning, portfolio management, investment advisory strategies, charitable planning, and wealth transfers. We are an investment advisory firm that prides itself on meeting the needs of our clients in a caring and personal way.

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Account Protection

In addition to SIPC protection, additional brokerage insurance is provided through Lloyd's of London and other London insurers in the event that SIPC limits are exhausted.

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ADV

Our ADV is our firm brochure that discusses our company, investment philosophy, fee structure, and more.

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Research Your Advisor

Feel free to do your homework on us. You can research our firm and our managing members as well as any other investment firm you may be considering here.

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Meet The CORE Wealth Advisors Team

Joby P. Norris

Joby is one of the managing partners and co-founders of CORE Wealth Advisors. He graduated from Indiana University in 1995 and started his career as a registered representative at Fortis Financial Group in Indianapolis. After leaving Fortis, Joby spent a little over fourteen years with Fidelity Investments as an Account Executive. Between the two previous firms and the time at CORE Wealth Advisors, he has over thirty years of financial services experience. His dedication and passion for financial planning and management allow him to deliver the highest possible client focus and to develop deep personal relationships.

Joby, his wife, and their two dogs reside in the Lockerbie neighborhood in downtown Indianapolis.

Bradley A. Good

Brad is a managing partner and co-founder of CORE Wealth Advisors. After graduating from Indiana University in 1999, Brad pursued his passion and decided to work in the financial services industry. He was employed by Fidelity Investments for nearly twelve years before deciding to leave and help establish CORE Wealth Advisors in 2011. This career choice has allowed him to develop and maintain deep relationships with each of his clients for over twenty-five years.

Brad resides in Zionsville with his wife April and boys, Harvey and Harrison. Brad enjoys spending time with his family, playing/coaching sports, and growing in his faith at Traders Point Christian Church.

Thomas J. Farrer

Tom is a Wealth Advisor at CORE Wealth Advisors. He graduated from the University of Notre Dame in 1984 and from the Krannert Graduate School of Management at Purdue University in 1988. After a successful career in the automotive industry, Tom transitioned to the financial services industry in 2013 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) professional in 2019. He focuses on retirement planning, tax strategies, and personalized financial management to help clients achieve their goals. Tom and his wife, Cindy, live in Carmel, and have five grandchildren. In his free time, Tom enjoys spending time with family, hiking, golf, and volunteering. Tom is a certified VITA tax volunteer.

Achieve your financial goals with a step by step plan of strategy and execution. It all starts with a no-commitment free consultation. Isn’t it time your dreams become a financial reality?

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