Andrew Moulton, MBA, CRPC

Vice President

Andy's experience in the field of financial planning and wealth management spans over 17 years, having handled investment portfolios of various sizes and complexity.  He continues to help individuals and business owners develop strategic, long-term wealth plans.

Andy believes that wealth management is a process and a partnership built on trust and integrity. He approaches that process by gaining clarity about a client's current situation – identifying core values, defining future goals, and developing a strategy that aids them in reaching their financial goals.

Without obligation to any proprietary products, he is able to make decisions with the interests of the client in mind. Knowing that life events do have altering effects on finances, he is committed to providing periodic reviews and helping clients navigate unforeseen obstacles in their financial plans.  Andy's professional motto is: “We measure our success, by yours…”

Andrew holds undergraduate degrees in Finance & Economics from Central Michigan University and an M.B.A. in Leadership from Butler University. Andrew enjoys a variety of outdoor activities including hunting, fishing, golf & basketball. He and his wife Kelly enjoy spending time together with their 3 children at their home in Carmel, IN.


Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered investment advisor. Insurance offered through Financial Partners Group and is not affiliated with Woodbury. This message and any attachments hereto contain information that is confidential and is intended for use only by the addressee. If you are not the intended recipient, or the employee or agent of the intended recipient responsible for delivering the message, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by email or by telephone and (ii) destroy all copies of this message;


Phone 317-975-1401
Fax 317-975-1419
Mobile Phone 317-698-3302