3LM / Who we help
Physicians, executives, business owners and families whose investments, taxes, careers and family decisions all affect one another.
01
Different stories create the same need: someone on your side of the table who sees the whole picture.
Physicians & healthcare professionals
A later start on saving, student loans and little time to think about any of it. We bring income, loans, taxes, insurance and retirement into one plan built to make up for lost time.
Executives
Options, RSUs, bonuses and deferred compensation. We connect concentration, vesting and sale timing, taxes and cash needs to the career decisions ahead.
Entrepreneurs & business owners
We plan the personal side alongside the business, from separating personal wealth from business risk to preparing well ahead of a sale or succession.
Individuals & families
Several accounts, several advisors and nobody seeing all of it. We bring every piece into one picture and coordinate estate, giving and the next generation.
02
Fit
You have several important financial decisions that affect one another.
You want advice organized around your life, not a product pitch.
You value an ongoing relationship and are willing to share the full picture.
You want a thought partner who will coordinate with your other professionals.
03
There is no published minimum and no fixed client cap. 3LM is headquartered in the Indianapolis area and works with clients in multiple states. What matters is the decisions ahead, how complex they are and whether we can add real value.
Next step
Tell us what’s on your mind. You don’t need to have it all figured out first.