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Meet Perkins Wealth Advantage

You Deserve a Team That Offers More

Get To Know Us

Is Perkins Wealth Advantage a fiduciary?

Yes. At Perkins Wealth Advantage, we take our role as fiduciaries very seriously. We are committed to providing honest, transparent information to help you make informed decisions. We always act in your best interests, disclosing all facts and doing our absolute best to minimize conflicts of interest. We believe this commitment level is necessary to help you achieve your financial goals and secure your financial future.

Why should I trust my money to a fiduciary?

The fiduciary standard is a higher standard of care than the suitability standard. These two different legal and ethical standards apply to financial professionals who provide investment advice to clients. 

The fiduciary standard requires financial professionals to act consistently with their client’s goals and needs, prioritizing their client's interests over their own and performing with the utmost good faith, loyalty, and care. The suitability standard only requires that recommendations be suitable for the client but does not ensure they are in the client’s best interest.

At Perkins Wealth Advantage, we always prioritize our client's best interests, working to protect and pass on their hard-earned wealth and values to future generations. We chose to be fiduciary because we believe in providing our clients with the highest standard of care.

Who do you work with? Do you specialize in a specific type of client?

At Perkins Wealth Advantage, we do our best work for three distinct groups of people:

  1. We help retirees turn their life savings into a reliable income stream while minimizing their lifetime tax burden. Accumulating wealth is a matter of saving and investing, but there are best practices for determining when and what to sell, which type of account to withdraw from, and how to be tax efficient. We best serve clients three to five years out of retirement, up to those who have been retired for ten years. This timeframe is when most people start spending down their portfolios and when most mistakes tend to happen.

  2. We help business owners think through separating their personal financial situation from their business.  We help them prepare for a sale of the company and allocate the sale proceeds or think through transitioning the business to the next generation.

  3. We help high-net-worth families avoid or significantly mitigate a savage 40% estate tax by proactively coordinating with your estate planning attorney and CPA to implement advanced planning strategies.  These strategies may include establishing gift trusts, spousal lifetime access trusts, grantor-retained annuity trusts, limited family partnerships, LLCs, donor-advised funds, or private foundations.

How do I know I am getting the best service and value possible?

At Perkins Wealth Advantage, my thorough, personalized approach to wealth management means that no one, besides your immediate family, is more dedicated to your financial well-being and helping you achieve your long-term goals than I am.

Every quarter, you receive an investment performance report and a statement outlining your advisory cost for the quarter. I challenge each client to review that statement and determine if the value provided is worth the cost. I aim to deliver value continuously and worth many multiples of the cost.





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Alex Perkins, CFP® Photo

Alex Perkins, CFP®

Founder | Wealth Advisor

Financial planning is really all about life planning.

It took me a while to learn this but it’s 100% the truth. If you are not happy or healthy enough to enjoy your wealth, then why did you work so hard to accumulate it? 

My job as your advisor is to help you make the right decisions at the right times. It’s to help you pass your hard-earned portfolio to the next generation without paying an excessive estate tax. It’s to help you spend down your portfolio the right way. This is where most of the mistakes are made within retirement income planning. I’m going to help you reduce your lifetime tax bill which allows for greater portfolio longevity and higher end-of-life values. I’m going to quarterback relationships with your CPA and attorney to ensure your financial life is free of any blind spots  I’m going to help ensure you don’t outlive your money in retirement.

This is absolutely a passion of mine and I consider it my calling.

This is a second career for me which has been helpful to provide perspective on what is important in life: family, friends, experiences and community. I graduated with an engineering degree from Purdue University and spent the first five years of my working life as a strategy consultant for Accenture. Here I learned how to listen, analyze, research and collaborate, all things I still do today. I then spent many years successfully advising high-net-worth clients at several well-established firms.

I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, member of the Fee-only Network, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors.

I live in Fishers, Indiana yet help families like you all around the country. I married my dream girl from high school, Kaycee, and have three beautiful children: two boys and a girl.

My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Charles Schwab Photo

Charles Schwab

Dedicated Service Support

Perkins Wealth Advantage has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients.
Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.