Nicholas Blackwell
Blacor Investments
Financial Advisor
"How we invest our money ought to reflect what we value most. My job is to identify opportunities that match those values and challenge the ones that may not."
EXPERIENCE
As a financial advisor at a multi-generational firm, I am privileged to walk alongside my clients during life's most adverse and fulfilling moments. Since 2017, I have guided clients as they prepared for marriage. counseled families as they grew their household, and stood by clients as they said goodbye to loved ones. I not only help build legacies, but guide clients as they are transitioned to the next generation. My experience in finance has been shaped by significant market events and valuable lessons that I employ as I offer advice. Through unprecedented bull markets to corrections and recessions, the importance of principled investment advice cannot be overstated.
My approach to financial advising goes beyond the numbers. I take the time to understand my clients' unique values, aspirations, and financial goals. By striving to understand what truly matters to them, I can craft personalized investment strategies that align with their values and serve as a compass for their financial journey.
As we navigate financial markets, I help identify, guide, and challenge the decisions that will shape the financial legacy we leave behind. The economy, markets, and lifestyles will change, but when we work together your legacy can reflect more than the size of an account, it can display the very values you hope to pass on to others.
If you are ready to take the next step in building your financial legacy, I invite you to schedule a consultation.
Professional Services and Licensing
Education Planning
Estate Planning
Retirement Investing
Investment Policy Creation
Portfolio Analysis
Investment Management
Insurance Planning
Income Planning
Risk Management
Investment Tax Management
Series 7 Securities License
Series 63 & 65 Licenses
Indiana Life, Disability, and Health Insurance License