RiceBarrett Family Wealth

Financial ServicesIndiana, United States2-10 Employees

RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on building and preserving family wealth. 

Dedicated to deep and long-term value, RiceBarrett seeks to grow and protect client wealth through market participation buffered by risk protection. Because a key tenet of RiceBarrett’s philosophy is to emphasize quality over quantity, its exclusive focus is on delivering comprehensive service to clients through close intergenerational relationships along with personalized strategic financial plans designed to help families achieve their retirement, health, philanthropic, leisure, and family life goals utilizing tax-efficient strategies. 

RiceBarrett’s core values are aligned with those of the families they serve, which enables their clients to be confident in the practice’s ability to deliver the most intelligent financial solutions and strategies. As an independent firm, RiceBarrett is ideally positioned to provide heightened guidance, greater benefits, more sophisticated financial solutions, and opportunities to clients and their families. Simply put, we are big enough to get the job done, and small enough to get the job done right. RiceBarrett’s highest priority is to put clients first. Always.

Thank you for your interest. For more information, please visit our website at ricebarrett.com, write us at info@ricebarrett.com, or contact us directly at (317) 819-5430.

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