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Indianapolis Five Star award winners

PROFESSIONAL PROFILE

Teeple Wealth Management

Matt Teeple, CFP
Matt Snyder, CFP
111 E Main St
Brownsburg, IN 46112
Office: 317-350-4255
mteeple@teeplewealth.com
msnyder@teeplewealth.com

Professional Approach

Teeple Wealth Management is a fiduciary in every sense of the word.  By capping the number of clients each of our advisors works with, we ensure that you will have an advisor whose sole focus is building a relationship with you by providing proactive and timely counsel.  Our compensation is fully transparent and aligns with our theory that we do well when you do well.  Come experience the difference in working with an advisor who is truly committed to you!

  • Money-back satisfaction guarantee
  • 75-client cap per advisor
  • Quarterly reviews
  • Strictly fee-only
  • Collaborative, multiadvisor service model

Matt Teeple

President

Phone: 317-350-4255

Matt’s career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters.

Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEO’s, high ranking political officials, and numerous other business owners, physicians, and professionals.

Matt Snyder

Partner

Phone: 317-350-4255

With prior experience working in an insurance agency as well as serving as an analyst for a healthcare company, Matt joined Teeple Wealth Management in 2018 with a passion for a more comprehensive and wholistic approach to financial planning.

During his time at TWM, Matt has been promoted multiple times after demonstrating exceptional service to his clients.  He acquired his CFP designation in 2020 and is now an equity partner of the firm.  In addition to working with his own clientele, he also enjoys serving as the firm's Chief Investment Officer.  Professionally, Matt enjoys nothing more than working with and watching his clients succeed one step at a time.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
This award was issued on 9/1/22 by Five Star Professional (FSP) for the time period 12/27/2021 through 06/24/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1673 Indianapolis-area wealth managers were considered for the award; 131 (8% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 1716, 128, 7%, 9/1/21, 12/7/20 - 7/2/21; 2020: 1786, 143, 8%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1659, 153, 9%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1588, 149, 9%, 9/1/18, 12/28/17 - 7/23/18; 2017: 1164, 182, 16%, 9/1/17, 12/29/16 - 7/13/17; 2016: 1083, 332, 31%, 8/1/16, 1/15/16 - 7/21/16; 2015: 1743, 348, 20%, 9/1/15, 1/15/15 - 7/21/15; 2014: 2009, 360, 18%, 9/1/14, 1/15/14 - 7/21/14; 2013: 1624, 413, 25%, 9/1/13, 1/15/13 - 7/21/13; 2012: 1375, 387, 28%, 9/1/12, 1/15/12 - 7/21/12.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.