Midwest Values, Millionaire Outcomes

Financial planning and wealth management in Bloomington & Indianapolis IN: securing your retirement dreams with clarity, confidence and comfort.

You Deserve More

While typical advisors chase market returns, Hurlow Wealth Management Group uncovers the questions you haven't even thought to ask.

What tax strategies are you missing? How will healthcare costs impact your retirement? Is your legacy plan aligned with your values?

Our clients don't just receive portfolio management – they form a strategic partnership with fiduciary advisors who understand that true wealth isn't measured by account balances, but by the security, purpose, and impact they create.

Hurlow Wealth Management has been providing financial planning and wealth management services to Bloomington and beyond since 2002.

Midwest Millionaires™ Services

Clarity. Confidence. Comfort.

Through our Midwest Millionaires™ Service, we help our clients find clarity, make decisions with confidence and achieve comfort in retirement.

Whether you're looking for investment management, financial planning, legacy planning or even help making decisions about college funds or retirement, Hurlow Wealth Management provides structured processes and coordination to help you achieve your goals.

A thoughtful process from start to finish.

We follow a clearly defined planning process designed to bring structure, clarity and accountability to your financial decisions. You’ll know what’s happening, what’s next, and why.

From our first conversation through to long-term monitoring, our planning process is designed to keep us intentional and aligned.
A circular diagram showing annual financial review, action plan, check-in points, focus meetings and continuous monitoring
Six members of the Hurlow Wealth Management leadership team are smiling in their Bloomington office

Get to know us

We started this firm in 2002 with a simple goal:

Give families honest financial guidance without the sales pressure of the big brokerage world. What began in Bloomington has grown into a team of advisors who work together to support every part of your financial life.

You’ve built your wealth through hard work, discipline, humility, and a deep sense of responsibility. We honor those values in everything we do. You deserve advice that treats your money with the same care and intention you put into earning it.

That’s why we listen before we recommend. We take the time to understand where you are, where you want to go, and what gives your life meaning. Then we help you make confident, well-informed decisions that support your goals – not someone else's agenda.

TESTIMONIALS

Hear From
Our Clients

*These testimonials were provided by a current advisory client of Hurlow Wealth Management Group, Inc. The client did not receive any incentive in exchange for their testimonial.

Latest Blog Posts

Read the latest insights from the Hurlow team.

Mother handing her daughter a credit card

Teaching Teens About Credit: A Mama Moneybags Story

Financial Plan Life Coaching

When "Corrinne" added her 17-year-old daughter to her credit card, she wasn't just.... Read more

Dodge truck launching a small fishing boat

Midwest Mike: The Business Owner Who Said ‘No’ to Private Equity

Financial Plan Life Coaching

A Midwest manufacturer was tempted by private equity. Then a 10-question quiz revealed.... Read more

Judge's gavel on Living Trust and Estate Planning Documents

Is It Time To Review Your Beneficiary Designations?

Estate Planning

Relationships change over the years, and you may have forgotten to review your.... Read more

Upcoming Events

Discover upcoming events.

An image of professionals at a social event.

June 5, 2026

Meet the Professionals Networking Mixer

Come join us for an evening of networking and fun at Hurlow Wealth Management Group! This in-person event is the perfect opportunity for professional advisors (attorneys, insurance agents, accountants, mortgage brokers) to connect, share ideas, and expand their professional network.
Event listing for an investing workshop. Image shows coins stacking

July 31, 2026

Midwest Millionaires in the Making

A private investing and financial literacy workshop for children & grandchildren of clients of Hurlow Wealth Management Group. Suggested age 18-24
An event cover for the financial book club Summer 2026 Book choice Why Does the Stock Market Go Up?

August 18, 2026

Bloomington Financial “Book” Club – Summer 2026

Join the Bloomington Financial Book Club as we read "Why Does the Stock Market Go Up?" by Brian Feroldi. We'll get together for a discussion in Bloomington on Tues., August 18 from 5-7 PM.

You've worked hard for your money.
Now let your money work hard for you.