Troy Forman, Financial Advisor, RJFS and co-founder of Forman Investment Services, was recently named as a top wealth advisor in the Indianapolis area. Five Star Professional partnered with Indianapolis Monthly to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.
Five Star Professional is a research organization which recognizes outstanding service professionals who provide quality services for their clients. Five Star Professional conducts market research to identify excellent service professionals in over 45 markets across the U.S.
Troy received both his Bachelor’s of Business Degree in Economics and Master of Business Administration Degree from Western Illinois University, Macomb, Illinois.
Forman founded Forman Investment Services, an independent firm, with his father Jim Forman, in 1999. Their office provides financial and retirement planning, wealth management, investment services, college planning, and business services.
About Forman Investment Services
If you are not familiar with us, Forman Investment Services is an independent practice located in Columbus, Indiana focusing on Family Wealth Management and generational planning. We serve clients not just locally, but across the country and globe. In today’s day and age, especially after experiencing COVID, we are very comfortable communicating from any distance whether it be in person, a Zoom call, or by phone. We confidently adapt to our clients lives and unique relationship in the style of communication and complexity.
Our planning encompasses much more than choosing investments, as we must consider tax/estate planning, education funding, insurance, retirement planning, and so much more. We work with a select group of clients who value time, family, and recreation, and need today’s investment, tax, and estate planning complexities coordinated for them. We also provide one-time plans to those that are not in need of an ongoing advisor relationship yet to help get you on the right track.
Reach out to us for an introduction if you are interested in learning more!
Any opinions are those of Forman Investment Services and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.