Indianapolis, IN Financial Advisor | Steven M. Young, CIMA ® , CFP ® , CEPA

Achieving your goals Helping to protect your legacy and wealth

Steven M. Young, CIMA^®, CFP^®, CEPA

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)

Visit Young Business Transition Consultants

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

Whether you’re looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

“Collaboration is the key to helping our clients achieve what matters most to them.”

Business
Lending
Transition
Entrepreneurs

Taking your business to the next level

You’ve decided it’s time to expand your business. What steps should you take to reach that next level? From financial planning to funding strategies to helping you protect your personal assets, we have the right information, experience and advice to help you grow your business and your success.

Tailored lending and cash management

There are many ways to obtain financing, but choosing the right liquidity strategy is challenging at best. Working closely with lending specialists and credit research analysts, we offer advice that is well-informed and completely aligned with your needs, goals and circumstances.*

*Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.

Our focus on business transition and succession planning

We have the experience to help you with your future plans for your business—whether selling the business outright, taking some liquidity off the table, expanding the business or transferring it to the next generation. Proper planning can help avoid less favorable outcomes and unexpected consequences. Let us help you plan for your future of your business and family.

We work with entrepreneurial-minded clients who seek our advice about their professional ventures through the full cycle of private business needs.

Our team offers hollistic wealth management, whether you‘re looking to manage existing liquid assets you have already accumulated, are still building capital and growing your business, or selling your current business. By working with entrepreneurs and their families, we take pleasure in helping you make thoughtful decisions about reaching your personal and business goals.