Alexis Woodward, CFP® Blend Wealth
- 11650 Olio Road Suite 1000-141 , Fishers, IN 46037
- (317) 854-5656
- http://www.blendwealth.com/
As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.
You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.
At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.
Outside of work you will find me active outdoors, serving at our church and spending quality time with my husband and stepsons, Conner and Christian.
Read Alexis’s blog here: https://www.blendwealth.com/blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Blended Family
- Christian Faith Based
- Gen X
- Work/Life Balance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $250+/mo
- Quarterly Fee: $750+/qtr
- Hourly Fee: $300+/hr
- Assets Under Management: 1.0%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
