Private Client Group
Trusted Advisors and Wealth Management
FORUM Private Client Group
Everyone's financial journey looks different. Whether you're planning for retirement, growing your wealth, navigating a major life change, or thinking about the legacy you want to leave behind, FORUM Private Client Group is here to help.
Our Mission
We partner with clients to align their resources with their values and dreams through thoughtful planning, compassionate guidance, and humble service.
We believe financial planning is about more than numbers. It's about helping you achieve what's most important to you and your family. Our mission is to provide trusted guidance, meaningful relationships, and personalized strategies that support your goals today and for years to come.
What We Offer
At FORUM Private Client Group, we combine personalized wealth management with local expertise and a commitment to doing what's right for our clients. We work closely with you to create strategies tailored to your unique financial situation and long-term objectives.
Our services include:
Comprehensive Financial Planning
Investment Management
Customized Wealth Strategies
Retirement Planning
Ongoing Guidance and Support
Schedule a conversation with a FORUM Private Client Group Advisor and discover a personalized approach to financial planning and wealth management.
Meeting 1 - Let's Connect
This is a relaxed introduction where we get to know you, your goals, concerns, and what brought you here.
Meeting 2 - Explore Your Options
We take a deeper dive into your financial picture and priorities. You'll get a feel for our process, communication style, and the value we provide.
Meeting 3 - Getting Started
If we decide to move forward together, we align on expectations and next steps. This meeting marks the beginning of our partnership.
Successful Professionals, Executives, and Business Owners
You have limited time and complex decisions. We provide trusted guidance and proactive advice so you can focus on what matters most.
The Legacy Builder
You've worked hard to build a strong financial foundation and want an advisor who puts your best interests first, today and for the years ahead.
Diligent Savers From All Walks of Life
You value long-term relationships, transparency, and advice rooted in trust, clarity, and honesty.
Those Navigating Life Transitions
During moments like retirement, inheritance, divorce, or loss, we offer steady guidance and thoughtful support to help you move forward with confidence.
Meet the Team
Benji Banks, CFP®
Vice President
Benji.Banks@forumpcg.com
317.558.6065
Shaun Irwin, CFP®
Vice President
Shaun.Irwin@forumpcg.com
317.558.6112
Tammy Marrs
Senior Financial Advisor
Tammy.Marrs@forumpcg.com
317.841.6756
Charles Grigsby, CFP®
Financial Advisor
Charles.Grigsby@forumpcg.com
317.558.6406
Derek Sanders, CFP®
Financial Planner
Derek.Sanders@forumpcg.com
317.558.6133
Chris Cromwell
Financial Paraplanner & Client Support
Chris.Cromwell@forumpcg.com
317.558.6322
Mady Ugen
Financial Paraplanner & Client Support Specialist
Mady.Ugen@forumpcg.com
317.558.6378
Gillian Jeffers
Financial Paraplanner & Client Support Specialist
Gillian.Jeffers@forumpcg.com
317.558.6074
Navigate Your Financial Future with Confidence.
Each month, Household CFO Podcast explores topics like wealth management, retirement planning, and market trends, helping you navigate important financial decisions and stay focused on your long-term goals.
Take a look at some of our previous topics and tune in for future conversations designed to help you stay on course.
- Estate Planning
- Career Planning Strategies
- Mortgage Lending & Real Estate
- Buying vs. Leasing a Vehicle
- Good Debt vs. Bad Debt
Listen to the latest episode
Phone
Address
Email Address
pcg@forumpcg.com
Mailing Address
FORUM Private Client Group
P.O. Box 56036
Indianapolis, IN 46256
Shipping Address
FORUM Private Client Group
11313 USA Parkway
Fishers, IN 46037
Send Us a Message
Whether you're just getting started, planning for retirement, or somewhere in between, our team provides objective guidance focused on your best interests. We believe financial planning should be accessible, transparent, and tailored to your individual goals.
For advice and answers to your questions, contact FORUM Private Client Group today at 317-558-6322 or pcg@forumpcg.com, or submit our contact form!
FORUM Private Client Group works with individuals and families at all stages of life who value objective, personalized financial guidance. Our advisors take the time to understand your goals, provide recommendations tailored to your needs, and help you build a plan to pursue your financial future with confidence.
FORUM Private Client Group provides comprehensive financial planning, investment management, customized wealth strategies, retirement planning, ongoing guidance and support to help you achieve your financial dreams.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation and receipt of required disclosures. Please contact the firm for further information.
Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.