Logansport Office

314 Fourth Street

Logansport, IN 46947

Lafayette Office

3920 McCarty Ln.

Lafayette, IN 47905

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


Meet Our Advisor

Charles Vergara CFP®, AIF®

LPL Financial Advisor

(765) 471-3507

charlie.vergara@lpl.com

My name is Charles Vergara, but you can call me Charlie. I live in Lafayette and I am a proud Boilermaker alumnus, having earned a Bachelor of Science degree in Financial Counseling and Planning in 2016.

My professional licensing includes the FINRA series 7 and 66 licenses, as well as state life and health insurance licenses. In 2019, I became a CERTIFIED FINANCIAL PLANNER professional and in 2020 I earned the Accredited Investment Fiduciary designation.

As an active member of the community, I help individuals, families, and businesses create wealth and financial independence. I provide value to my clients by developing creative solutions for each of their unique financial goals.

I look forward to meeting with you!

 

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More
Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
Learn More
Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
Learn More

Learn How We Can Help You

Schedule a Meeting