Visit Our Greenwood Office

McKee Financial Resources Inc.
48 North Emerson Avenue, Suite 100
Greenwood, IN 46143

Phone: 812-477-8522
Fax: 812-477-8521

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Financial Guidance for the Greenwood Community

Located conveniently on North Emerson Avenue, McKee Financial Resources Inc. proudly serves the Greenwood and South Indianapolis areas. Since 1985, we've focused on providing personalized financial planning and investment management to individuals and families across Indiana. Today, our Greenwood office extends that same commitment to families, retirees, and business owners throughout Johnson County.

Wealth Management & Investing
Our team helps you design and manage a portfolio that aligns with your goals and comfort level. We develop investment strategies using diversified approaches that may include stocks, ETFs, bonds, and mutual funds.

Retirement Planning
Whether you’re preparing for retirement or already enjoying it, we can help you make informed decisions. We assist with 401(k) and 403(b) plan coordination and provide guidance on a range of IRAs—including Traditional, Roth, SEP, and SIMPLE accounts.

Comprehensive Financial Planning
We take a broad view of your financial picture to help coordinate key areas of your plan. This may include evaluating tax-efficient strategies, charitable giving goals, and ensuring your financial elements work cohesively.

Tax Planning
We work with clients and their tax professionals to coordinate financial strategies that consider the impact of taxes. Our goal is to help you make well-informed decisions that align with your overall financial plan.

Estate & Legacy Planning
We help you organize your estate so your assets can be distributed according to your intentions. Our team can collaborate with your attorney and other professionals to review beneficiary designations, discuss trust considerations, and outline strategies designed to ease transitions for loved ones.

Risk Management
We help you identify and address potential risks that could affect your financial goals. This may include reviewing insurance coverage, evaluating protection strategies, and maintaining appropriate safeguards as life changes.

Insurance Planning
As licensed insurance professionals, our advisors can help you evaluate your coverage needs and explore policies that align with your broader financial strategy. We can assist with life, disability, and long-term-care insurance as part of a coordinated plan.

Stock Option Planning
For clients with employer stock plans, we provide guidance to help you understand vesting schedules, tax considerations, and diversification strategies. Our aim is to help you make informed choices that support your long-term objectives.

Education Planning Strategies
We assist families in exploring education funding options. Together, we can review plans such as 529s and Coverdell Education Savings Accounts to help you prepare for future education expenses in a thoughtful and flexible way.

Financial Guidance Rooted in 40 Years of Experience

Led by C. Brian McKee, RFC®, CKA®—a Certified Kingdom Advisor® and Registered Financial Consultant®—our team is dedicated to providing values-based financial guidance rooted in integrity and long-term thinking.

Whether you're planning for retirement, navigating a career change, or preparing for your child’s education, McKee Financial is here to support your journey with clarity and confidence.

We’re proud to serve our Greenwood neighbors with the same principles we’ve followed for four decades—offering thoughtful guidance, not financial products.

Meet Your Greenwood Advisors
Our advisors regularly work out of the Greenwood location to meet with clients and provide personalized financial guidance.

Centralized Support and Investment Team

Our entire firm benefits from the expertise of our centralized leadership. This team is the backbone of our operations, investment strategies, and client service across all locations, including Greenwood.

Cindi Wolf (Director of Operations): Cindi is the backbone of the group. If a client needs something, she is the one doing the lifting, ensuring all client needs are handled efficiently.
David Diekmann, MBA (Director of Investments): David Diekmann, MBA, serves as both a Wealth Management Advisor and our Director of Investments. Working closely with C. Brian McKee, RFC®, CKA®, and Joshua McGlothlin, David contributes to the investment strategies presented to clients. While David and Josh typically develop portfolio recommendations, Brian maintains final oversight to ensure consistency with our firm’s values and long-term approach.
Anthony S. Owens (Operations Manager): Anthony supports all four McKee Wealth Management locations, with most days spent in the Bloomington office. Many of the technical reports, articles, and educational resources found on our website, Facebook page, and LinkedIn were written by him. He is often the first point of contact when clients call in and helps ensure communication across the firm remains clear, consistent, and client-focused.