Plan Wise Gives Back

Using our platform to serve others—because true wealth goes beyond dollars.

At Plan Wise Wealth Group, giving back isn’t just something we do—it’s who we are. 


My wife Hannah and I started this firm with one goal in mind: to help families steward their finances with wisdom and purpose. But we also felt called to serve our community in tangible ways.


Through events, donations, and hands-on involvement, we’re honored to support the people of Indiana in ways that truly matter.

PAST AND UPCOMING INITIATIVES