Office Phone: 765.742.7366

Scott Busch, CFP®, CIMA®, MBA

Financial Advisor

Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Investment Management Analyst® (CIMA®) who has dedicated his career to helping clients effectively invest and manage their portfolios. His diverse clientele includes young professionals, retirees, high-net-worth individuals, small businesses, corporations, corporate executives, professional athletes and medical professionals.

Scott plays a crucial role in portfolio construction, risk management, and communicating our investment philosophy to clients. He works closely his clients to manage assets in alignment with their long-term goals through strategic planning and a detailed investment process.

Scott's areas of expertise include:

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

With his comprehensive knowledge and experience, Scott provides tailored financial solutions to help clients navigate complex financial landscapes and achieve their objectives.

Education & Certification

Purdue University Daniels School of Business
B.S. Management
M.B.A. Finance

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

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 - Planned Giving Development Committee
Greater Lafayette Art Museum - Board Member
Financial Planning Association of Greater Indiana - Member
Estate Planning Council of Greater Lafayette - 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.