Broker Check
Drew Dimond

Since 1989, Drew Dimond has dedicated himself to providing innovative, long-term solutions to business owners and individual clients.  Drew is a Principal with oversight responsibility of client's accounts totaling over $200 million dollars in assets. 

Drew’s exceptional combination of skills includes strategic consulting, retirement accumulation, qualified plans, income generation, asset allocation, wealth preservation and estate planning. Drawing upon his knowledge in these areas, Drew takes an integrated approach in developing and maximizing the effectiveness of a client’s financial plan by providing customized solutions.

Drew’s professional background is equally solid. He served as a vice president in a private investment advisory group with a large regional bank, and he worked as a vice president for a premier New York Stock Exchange brokerage firm. He has also been quoted in Financial Advisors Magazine and has been used as a technical source for an article in the Wall Street Journal and Dow Jones News Wire.  With this extensive experience, Drew is uniquely qualified to offer personalized financial planning to his clients.

Drew graduated from Indiana University with a Bachelor of Arts degree in economics. He furthered his education by earning an MBA from Butler University. Drew has successfully completed postgraduate course work in investments, insurance, retirement planning and estate planning through the College for Financial Planning in Denver Colorado.  Drew has achieved the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. Drew is a Registered Investment Advisor Representative and a member of the Financial Planning Association (FPA).  Drew served on the board of directors for the Financial Planning Association of Greater Indiana.