Our Mission is to Help Achieve Yours

We provide comprehensive investment solutions for mission-driven institutions and individuals. Let’s explore what we can build together.

You have a vision. We help you navigate the path.

IndiWealth specializes in financial services tailored for tribal offices, foundations, endowments, and individuals. We provide expert guidance and customized solutions to help you build and preserve wealth to achieve your mission, whatever it may be. Simply put – our mission is to help achieve yours.

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Our Services

IndiWealth provides financial solutions to solve problems. We don’t believe in cookie cutter designs. Financial solutions require a detailed and customized strategy specifically designed to each individual goal within the required timeframe. Learn more about our services.

Financial Strategy

IndiWealth incorporates the five stage investment process into a comprehensive financial plan. Each step is designed to be transparent and aligned with the mission of our clients.

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Investment Management

Our portfolios are built under a simple premise: elegant simplicity. We have a transparent process which incorporates assets necessary to fulfill an objective with an emphasis on time horizon.

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Tax Strategies

Our tax strategies involve understanding the full picture of the client investment holdings and asset allocation using a dedicated investment strategy to accomplish your financial mission.

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Estate Services

IndiWealth will work in conjunction with estate attorneys to create a defined plan that gets assets to their desired location while avoiding probate and saving on taxes.

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About Us

IndiWealth LLC is a family-owned registered investment advisory (RIA) firm with Indigenous roots. We offer thoughtful, mission-driven financial guidance to those working for lasting impact.

Jeremy Bryan

Jeremy Bryan

Jeremy leads IndiWealth’s investment strategy and works closely with clients to align their capital with their mission and long-term vision. A CFA charterholder with more than 25 years of experience, he has managed multi-billion-dollar portfolios, advised boards and investment committees, and built investment programs focused on clarity, discipline, and purpose.

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Elizabeth (“Beth”) Bryan

Beth ensures IndiWealth runs smoothly and that clients always feel welcomed, supported, and heard. She brings organization, warmth, and follow-through to our operations and client experience.

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Elizabeth Bryan

Stephanie Ondesko

Stephanie supports IndiWealth clients by coordinating account openings, transfers, and ongoing service needs, ensuring a smooth and responsive experience. She has worked in the financial industry for five years and holds a bachelor’s degree from UNC Asheville.

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IndiMedia

IndiWealth original content exploring both the markets and the missions that matter. From timely financial insights to stories of impact from purpose-driven organizations, we highlight meaningful work and the people leading it.

Insights

Stay informed with IndiWealth’s latest insights into financial markets, investment strategies, and economic trends. Plus, each month we spotlight inspiring stories from innovative organizations or individuals making meaningful impacts in their communities.