408 South 9th Street,
At Petry Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Daryl Petry, Zachary Petry, Michael Brutout, and Mark Sherman through their affiliation with Avantax.
Financial Advisor and Tax Accountant
Client Services Manager
Financial Advisor & Tax Accountant
Zach recently joined Petry Wealth Management and has one tax season under his belt. Zach joined H. D. Vest Finanical Servicessm in 2011 and holds the Series 7, 63 and 65 licenses.
Michael received his Bachelor of Science in Accounting from Ball State University in 2013. After spending two years with a local firm in Northwest Indiana, Michael moved to Noblesville to work for a regional firm in their tax...