Norwood Economics is a low-cost, wealth management firm. We are a fee-only Registered Investment Advisor, which means we never sell products for a commission. Creating a successful retirement isn't easy. Let us help you create a financial plan that will grow and protect your wealth over time. Norwood Economics believes that education is the cornerstone of a healthy retirement, which is why we educate our clients to help them make better financial decisions. During our initial meeting we'll develop a plan designed to achieve your financial goals. Contact us today for more details!
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Reviews

Sandra M.

08/06/2021

Provided by Thryv

So very helpful .. and your guidance was greatly appreciated

Julie W.

04/15/2021

Provided by Thryv

I would highly recommend Norwood Economics, Chris Norwood and Elizabeth Norris, for your financial investment needs. Throughout an extensive paper process converting our business 401(K), initiation of new Profit Sharing and Cash Balance Plans, Chris and Liz have been hands on and available every step of the way. Mobile numbers are provided up front for quick access to resolve any issues that may arise. I truly appreciated their time and dedication to educating our team during the entire process.

Dennis V.

02/23/2021

Provided by Thryv

Norwood Economics assisted us in establishing a up 401k several years ago and continues to advise on on its administration. Chris and his team have been great. We couldn't be happier.

Dennis Voelkel

Barb S.

02/23/2021

Provided by Thryv

Great, responsive, eager service. Could benefit by making investment info simpler and more fun when educating - but that is a tall order! Chris is always ready to explain again and always there as a resource.

Rebecca G.

02/22/2021

Provided by Thryv

Norwood Economics does an excellent job managing our 401K plan. They are low cost, but high client service. I would highly recommend them.

Jason R.

02/20/2021

Provided by Thryv

Great service and expertise! Highly recommend.

Joyce S.

11/19/2020

Provided by Thryv

Thank you for being very patient with me as I struggled through the e- Mail process. With your help we got it accomplished.

Kathy C.

06/03/2020

Provided by Thryv

My husband and I are extremely pleased how our assets have been managed the last 2 years including during the crisis of 2020. Definitely would recommend. Very attentive to our questions and any concerns we might have.

More Business Info

Leading you on the path to a better future

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 317-401-8171

Services/Products
  • Retirement Planning
  • Insurance Planning
  • Inheritance Planning
  • Investment Planning
  • Fee-Based Financial Planning
  • Financial Education Workshops
  • Diversification
  • Estate Management
  • Trusts
  • Investment Research
  • Financial Consultants
  • Business Planning
  • Estate Planning
  • Family Financial Planning
  • Asset Management
  • Investment Advisors
  • Financial Management
  • Foreign Bonds
  • Mutual Funds
  • Roth Individual Retirement Accounts
  • Investments
  • SEP Individual Retirement Accounts
  • Bonds
  • Individual Retirement Accounts
  • Money Market Accounts
  • Annuities
  • Government Bonds
  • Index Funds
Payment method
cash
Categories
Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services
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