Darwin J. Lindsey, CFP®, MSFS, ChFC®, CASL®, AWMA®, AAMS®, AEP®, RICP®

Darwin J. Lindsey, CFP®, MSFS, ChFC®, CASL®, AWMA®, AAMS®, AEP®, RICP®

President & CEO

As a Wealth Advisor, Darwin does not believe in managing assets. He believes in managing people. He starts by identifying your goals, objectives and risk tolerance. Only after knowing your needs, can he build an Investment Policy Statement that is tailored for you. Darwin does this because he believes that both you and your wealth advisor should have the same expectations.

Darwin is a native of Vincennes, Indiana and has over 14 years of experience in financial services. He earned his undergraduate degree in Business Finance from the Kelley School of Business at Indiana University. He earned a Master of Science in Financial Services from the Irwin Graduate School at The American College.

Darwin is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, Chartered Advisor for Senior Living®, Accredited Estate Planner®, Accredited Wealth Management Advisor®, Accredited Asset Management Specialist® and a Retirement Income Certified Professional®. He is a member of the National Association of Estate Planners and Councils.

Darwin is host of the radio show “Financial Questions. Real Answers.” You can listen Friday mornings at 10:00 a.m. EST on 97.7 FM or 1450AM. He covers a wide range of topics that are recommended by listeners. He has been published in The Wealth Channel magazine.

Darwin resides in Vincennes with his wife, Beth. They have two boys, Luke and Sam, and a daughter, Chloe. He also volunteers his time with Junior Achievement and is past President of the Vincennes Football Association. Darwin enjoys spending time with friends and family and is an avid golfer and a Chicago Bears fan.

Getting To Know Darwin

Favorite Food: Beef Tenderloin or whatever my mom cooks

Favorite Restaurant: My house, it has the best service.

Best Piece Of Financial Advice Received: Save, plan and invest like no one else will, so you can live like no one else can.

Favorite Quote: “Nobody cares how much you know, until they know how much you care.”

If Darwin Could Meet Anyone, Past Or Present, It Would Be: His grandmothers; he has never met either one

Favorite Hobby That You Never Get To Do: Sailing

Hidden Talent: Home improvement projects

Favorite Book: To Kill A Mocking Bird by Harper Lee

Favorite Music Group: U2

Favorite Movie: Scent of a Woman

What Motivates Darwin: His family

Favorite Holiday: Fourth of July

Something On Darwin’s Bucket List: To play golf at Pine Valley

Place Darwin Would Most Like To Visit: Machu Picchu

Biggest Accomplishment: His three kids