Indianapolis - 8555 N River Rd

Thomas Bodin

CFA®, CFP®

Practice Integration Advisor & Team Leader

8555 N River Rd, Suite 410
Indianapolis, IN 46240

Thomas Bodin

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Thomas Bodin

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Thomas

Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension, and retirement planning. He leverages the practical application of his talents into wealth-generating and wealth-preservation strategies tailored to his clients’ individual needs and goals.

He is motivated by a passion to help medical professionals connect the hard work they put into their practices with their most deeply held values and goals, all through Focus Partners Wealth’s evidence-based approach to true wealth management.

Outside of work, Thomas is a member of the Board of Consulters for Saints Francis and Clare Parish in Greenwood, Ind.

Education and Professional Milestones

-Butler University - bachelor’s degree

-University of Indianapolis - MBA with certificates in finance and marketing

-Has held roles with the Office of the Indiana Attorney General as chief financial officer and chief economist