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Alex Perkins (CFP®)

Alex Perkins focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We specialize in helping a few groups of people around the country manage their complex lives so they can spend more time on what matters most. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. We help wealthy families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We advise on and help manage every aspect of your financial life to make sure problems are caught while they are still small and take advantage of every opportunity available.

Additional Information

Alex Perkins, CFP® founded Perkins Wealth Advantage to help others align their money with their values for the purpose of making a lifetime of smart decisions with their resources. Alex has always been on the right side of the financial industry -- prior to Perkins Wealth Advantage, he was an advisor at two other fee-only firms in Indianapolis. He has an engineering degree from Purdue University in West Lafayette, Indiana. He is an active member of the Rotary Club of Fishers, the Estate Planning Council of Indianapolis, the Financial Planning Association of Indianapolis, and enjoys regular visits back to Purdue to speak to graduating seniors on personal finance basics. Alex is married to Kaycee and they have three very active children, Parker, Remi & Millie. They enjoy spending time serving their community, playing sports, and visiting the donut shops in their area.

NAPFA Start Date

November 06, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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