top of page

Our Inspiration

Dare Greatly

At Arena Wealth Advisors LLC, we have built a team of experienced financial planners who are not afraid to take risks and challenge conventional thinking. Our approach is centered on creating meaningful relationships with our clients and developing customized financial solutions that meet their needs and goals. Like Teddy Roosevelt's Man in the Arena speech below, we believe that taking calculated risks is necessary to achieve greatness – and we are here to help you achieve all that you aspire to.

 

​“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”

Create Great Relationships

Our founding member started Arena Wealth Advisors LLC with the goal of creating a new kind of financial planning and investment management firm base on a fee-only, fiduciary model. We aim to establish real, honest relationships with our clients that are based on trust, transparency, and genuine care for their best interests. We want our clients to feel comfortable discussing their financial goals and concerns, knowing that they will receive personalized advice and guidance that is tailored to their unique circumstances. Contact us today to start building a relationship based on openness and mutual respect.

Sunrise from Below Architecture

Meet The (Growing) Team

380 Missouri Avenue

Suite A2

Jeffersonville, IN 47130

Call or Text 502.496.6771

Disclosures All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Arena Wealth Advisors LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Arena Wealth Advisors LLC an Investment Advisor in the State of Indiana. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

bottom of page