Migration Wealth Management, LLC - Avon, Indiana

Justyna T.

Working with Drew at Migration Wealth Management has been an absolute pleasure. As newcomers to wealth management, my husband and I greatly appreciated Drew's guidance throughout the entire process. His exceptional attention to detail, extensive knowledge, and unwavering commitment to going the extra mile ensured that we felt confident and well-supported every step of the way. We wholeheartedly recommend Drew and his services to anyone looking to take control of their financial future with professional expertise and care.

Alison E.

This is our first time using a financial planner to manage our retirement accounts, and the task of gathering all our information, making certain decisions, and migrating our funds seemed daunting. Drew made our "onboarding" experience understandable and less intimidating. He explained our options clearly and in a professional manner. He is extremely attentive to us as clients and in managing our accounts. And as a bonus, he is gracious and kind in our interactions, further building our trust in him. Overall, we would highly recommend Drew for any financial planning needs, and we look forward to working with him into the future.

Ryan G.

I couldn’t be happier with the service I received from Drew at Migration. From our first meeting, Drew listened to my goals and concerns and took the time to explain everything in a way I could understand. Drew put together a thoughtful and comprehensive financial plan that was tailored specifically to my needs, helping me feel confident and secure in my financial future. Drew is incredibly knowledgeable, patient, and genuinely cares about helping clients succeed. I highly recommend him to anyone looking for a trustworthy, professional, and insightful financial planner. He has and consistently does continue to go above and beyond.

Andrew G.

Highly recommend working with Drew for your financial planning and wealth management needs. Drew is disciplined and detailed in his approach, but is flexible and customizable to wherever you are in your journey. Our meetings are very informative and we always leave with a few discussion topics that we hadn't considered previously.

Emily S.

We engaged Drew for assistance leading up to the birth of our first child, and he truly hit the ground running with us. After sharing our goals and current financial position, Drew sat down with us for a deep dive into what we could be doing to maximize our financial potential while also supporting our goals and growing family. Drew has also been extremely helpful in reviewing and explaining our insurance options and making suggestions about ensuring we take care of our family in a cost-effective way. When we received the first e-newsletter titled, “If we did everything optimally in our finances, we'd never have fun,” we knew this would be a good fit for us, and it has truly proven to be!

Kris F.

Drew always gives sound advice on any topic we discuss and continues to make good decisions for our financial future. Until Drew entered Scott College of Business at ISU, his father and I had no idea what a CFP did. It’s always amazing to have our planning meetings and go from being mom and dad to clients. His patience and guidance are exceptional. So proud!

Chase K.

Drew at Migration Wealth Management has been nothing short of professional, accommodating, an overall caring. He responds to my random emails throughout the year asking for guidance, even if its just to be a listener.

I can also speak to effectiveness, while I could have easily spent a ton of time on my own to understand what is the right move to make, Drew was able to lift some of this burden and offer some good paths and options to growing my net worth, and also handling my fears of a poor job market and helped me guide some of my new employment's funding into a healthy emergency fund.

He was also able to get my overall life items in order, like a living will/trust, identifying where my insurance coverage gaps are, etc. Above and beyond!

10/10 would highly recommend for any sort of wealth management needs, financial planning needs, etc.

Ian R.

Drew does an excellent job of listening to your goals and recommending the best means by which to achieve them. Whether it’s providing multiple paths, with their pros and cons, connecting you with industry professionals to assist you, or financial planning, Drew has your best interest in mind.