Skip to content
Executive Financial Planning GroupExecutive Financial Planning Group
  • Home
  • Our Team
    • Our Team
    • Katie Parkins
    • John Williams
    • Kelli Popp
    • Dawn Braun
    • Matthew Wolff
    • Giving Back
    • Mission Statement
    • About Raymond James
    • Our designations
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Corporations
    • Corporate Retirement Plans
    • Foundations Endowments and Nonprofits
  • Capabilities
    • Capabilities
    • Business Planning
    • Education Planning
    • Financial Planning
    • Investment Strategies
    • Sustainable Investing
    • Corporate Retirement Plans Consulting
  • 2025 Indiana529 Award of Excellence
  • News and Resources
    • News and Resources
    • Commentary and Insights
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Subscribe to our Insights
  • Contact Us
    • Contact Us
    • Introduce Us
    • Event RSVP
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Executive Financial Planning Group
    3515 E 96th St Indianapolis, IN 46240-1426 T: 317.564.9605 TF: 855.564.9605 F: 317.564.8810
    Map and Directions Map and Directions

Let’s build something meaningful together

Executive Financial Planning GroupExecutive Financial Planning Group
  • 3515 E 96th St Indianapolis, IN 46240-1426
  • T: 317.564.9605
  • TF: 855.564.9605
  • F: 317.564.8810
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Executive Financial Planning Group and Williams Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2025 Raymond James Financial, Inc.