Office Phone: 765.742.7366

Scott Busch, CFP®, CIMA®, MBA

Partner, Wealth Management Advisor

Scott is a Certified Financial Planner™ Professional and Certified Investment Management Analyst® professional. He has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations.

Scott sits on our investment committee where he helps build client portfolios, manage risk, and communicate with clients our investment philosophy. He works with families, individuals, trusts, businesses, and nonprofits to manage money in a way that helps our clients achieve their goals through long-term planning and a sound investment process.

Specialty Areas:

Retirement Planning
Investment & Portfolio Management
Defined Benefit & Cash Balance Plans
401(k) Plans
Trust Management
Charitable Giving
Estate Planning

Education & Certification

Purdue University, Mitchell E. Daniels, Jr. School of Business, MBA, Finance

Purdue University, Mitchell E. Daniels, Jr. School of Business, B.S., Management

Certified Financial Planner Board of Standards, Inc., Certified Financial Planner™, CFP®

Investment & Wealth Institute® in conjunction with The Wharton School, University of Pennsylvania, Certified Investment Management Analyst®

Community Involvement

Franciscan Health Marketing Board - Member

Boilermaker Alliance Executive Board - Director

United Way - Community Investment Committee

Greater Lafayette Art Museum - Board Member

Golf Digest Top 100 Course Rater - Panelist

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks for CPWA® and Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®, as well as RMA® and Retirement Management Advisor. Use of CPWA®, CIMA® and RMA® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.