ABOUT US
WELCOME TO PLAN WISE WEALTH GROUP
Founded by Richy and Hannah to help others live the retirement they've worked hard for!
why we started plan wise wealth group
In short, to help more people like our own parents.
It all started when Richy took his own parents through the retirement planning process which enabled them to retire at age 55 and travel the US. Without this plan, it would not have been possible and they would have had to keep working...
So many others are in this exact situation - you've worked hard, made some good decisions along the way, and you've built a nice nest-egg to retire off of...but you've got questions and concerns and you need help you can rely on.
Not just throw-a-dart-at-a-board help, but real, by the numbers help to show you exactly where you are and where you could be in easy-to-understand terms.
So, when we look at you, we are looking at our own parents and that motivates us to do what we do everyday.
We are committed to doing what's right for you and leading by integrity every step of the way.
As a Registered Investment Advisor firm, the goal of Plan Wise Wealth Group and its affiliates has always been a client centered, client first approach. We strive to help and educate clients on how to plan and execute their best financial decisions in life. We are focused on protecting our client’s personal financial life from the volatility of the greater financial markets.
MEET THE OWNERS
Founded by Richy and Hannah to help others live the retirement they've
worked hard for.
Richy Hirtle
PRESIDENT & CHIEF COMPLIANCE OFFICER
A Series 65-licensed fiduciary, Richy built the firm he wished existed — and developed the Wise Home framework to answer the question most advisors avoid: how do you build a retirement that can't be broken?
Hannah Hirtle
CO-FOUNDER & CHIEF OPERATING OFFICER
Every great Wise Home needs a great foundation — and Hannah is ours. She shapes the culture, runs the operations, and makes sure every client feels like the most important one we have.
And behind them, a full bench.
CLIENT EXPERIENCE TEAM
A dedicated service team that answers when you call, knows you by name, and makes every visit feel like coming home.
MODERN INVESTMENT PLATFORM
Your portfolios are managed directly by your advisor on a modern, low-cost custody platform — with institutional CFA®-led strategies brought in where they fit your plan. No layers between you and the person managing your money.
YEAR-ROUND PLAN MONITORING
Your plan isn't a binder that collects dust. Roth conversion windows, RMD deadlines, IRMAA thresholds, and tax-law changes are tracked all year — and we call you before they matter, not after.
Your Retirement Should Be the Most Confident Thing About Your Future.
Schedule your complimentary Retirement Analysis. We'll show you exactly what your Wise Home looks like — your guaranteed income, your Wise Reserve buffer, your growth engine — and what it would take to build it.
No obligation. No pressure. Just clarity.
OR REACH US DIRECTLY
CALL OR TEXT
(317) 759-7328
info@planwisewealthgroup.com
OFFICE
9998 Crosspoint Blvd, Suite 320
Indianapolis, IN 46256