Insights

Client Expansion Bloomington and Indianapolis presence with 26 state clients indicates opportunity to upsell additional services, cross-sell private wealth management, and expand into broader retirement planning offerings for mid-sized business clients with multi-state employee bases.

Independent Advantage Fee-only fiduciary model and independent advisor positioning open doors for collaboration with larger custodians, comparative fee analyses for prospect clients, and partnerships with small to mid-market firms seeking objective, transparent financial planning.

Tech Enablement Utilization of cloud, data, and web technologies (CloudFront, MySQL, Cloudflare, Piwik PRO) suggests potential for offering scalable digital onboarding, client portals, and data-driven planning insights to attract tech-savvy HNW individuals and corporate clients.

Recent Talent New hire in early 2025 signals capacity for growth and enhanced service coverage; approach could target mid-market firms and high-net-worth families seeking fiduciary, high-touch guidance and expanded advisory capacity.

Strategic Partnerships Recent community-focused events such as free shredding partnership and local chamber involvement create cold-open opportunities with local businesses, lawyers, CPAs, and enterprise clients needing comprehensive wealth and retirement plan consulting.

Hurlow Wealth Management Group, Inc. Tech Stack

Hurlow Wealth Management Group, Inc. uses 8 technology products and services including iCIMS, Drupal, WordPress, and more. Explore Hurlow Wealth Management Group, Inc.'s tech stack below.

iCIMS

Applicant Tracking Systems

Drupal

Content Management System

WordPress

Content Management System

Salesforce

Customer Relationship Management

Video Players

Web Analytics

Hurlow Wealth Management Group, Inc. Email Formats	Example	Percentage
FLast@hurlowwealth.com	JDoe@hurlowwealth.com	94%
First@hurlowwealth.com	John@hurlowwealth.com	6%

Hurlow Wealth Management Group, Inc. Email Formats

Example

Percentage

FLast@hurlowwealth.com

JDoe@hurlowwealth.com

94%

First@hurlowwealth.com

John@hurlowwealth.com

Frequently Asked Questions

What is Hurlow Wealth Management Group, Inc.'s official website and social media links?

Hurlow Wealth Management Group, Inc.'s official website is hurlowwealth.com and has social profiles on LinkedIn.

How much revenue does Hurlow Wealth Management Group, Inc. generate?

As of August 2026, Hurlow Wealth Management Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Hurlow Wealth Management Group, Inc.'s NAICS code?

Hurlow Wealth Management Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Hurlow Wealth Management Group, Inc. have currently?

As of August 2026, Hurlow Wealth Management Group, Inc. has approximately 18 employees across 1 continents, including North America. Key team members include Financial Advisor And Director Of Financial Education: T. C. and Client Service Coordinator: D. C. Explore Hurlow Wealth Management Group, Inc.'s employee directory with LeadIQ.

What industry does Hurlow Wealth Management Group, Inc. belong to?

Hurlow Wealth Management Group, Inc. operates in the Financial Services industry.

What technology does Hurlow Wealth Management Group, Inc. use?

Hurlow Wealth Management Group, Inc.'s tech stack includes iCIMS, Drupal, WordPress, Salesforce, Mailchimp, Microsoft 365, Vimeo and Piwik PRO Core.

What is Hurlow Wealth Management Group, Inc.'s email format?

Hurlow Wealth Management Group, Inc.'s email format typically follows the pattern of FLast@hurlowwealth.com. Find more Hurlow Wealth Management Group, Inc. email formats with LeadIQ.

When was Hurlow Wealth Management Group, Inc. founded?

Hurlow Wealth Management Group, Inc. was founded in 2002.

Hurlow Wealth Management Group, Inc.

Q: What technology does Hurlow Wealth Management Group, Inc. use?

Hurlow Wealth Management Group, Inc.'s tech stack includes Vimeo, Cloudflare CDN, Google Maps, Cloudflare, imagesLoaded.

Q: What is Hurlow Wealth Management Group, Inc.'s NAICS code?

Hurlow Wealth Management Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States11-50 Employees

Hurlow Wealth Management Group, Inc. operates as an independent, fee-only fiduciary financial planning and advisory firm. It offers private wealth management, business retirement plan consulting, and investment management services from offices in Bloomington and Indianapolis, Indiana. With clients across 26 states, it is positioned as one of Indiana's leading independent advisory practices. 

Led by John Hurlow and Michael Carson, the firm partners with families and businesses to build, manage, and preserve wealth. Its Coordinated Financial Overview (CFO) is a proprietary planning process designed to capture, measure, and monitor every aspect of a client's plan, effectively serving as a personal chief financial officer. As a Registered Investment Adviser, advisory services are provided only to clients where the firm is properly licensed or exempt from licensure, and relationships are grounded in trust, transparency, and honesty.

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