Charles A Liles & Associates

Charles A. Liles & Associates is a private, independent and fee-only investment advisory and wealth management firm providing well considered, thoughtful and timely investment planning and counsel to clients in the context of their current financial position and future goals. hrough thorough education, clients gain confidence from the knowledge tha... t a commitment to fundamental principles, a well-defined process, time and patience are keys to unlocking a successful investment and wealth management program. Founded in 2003 by Charles Liles after twenty-three years of banking and investment consulting experience in central Indiana, the firm is dedicated to personal service and to adding significant value to a client's financial situation through a disciplined process of goals assessment; designing an effective asset allocation strategy; implementing the strategy through appropriate investment choices; developing a personal, written investment policy statement; and providing ongoing and active supervision of the client's investment program. The firm works closely with each client's estate attorney, tax preparer and insurance professional to assure a complete and coordinated personal financial strategy as aspects of insurance, savings and credit, estate planning and family giving, charitable giving and philanthropy, retirement planning, and taxes are also reviewed and issues identified for further attention.Read More