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Put Your Wealth to Work Today, Tomorrow and for Generations to Come

We offer holistic financial services for individuals, families and business owners, helping them keep more of what they earn, pursue their goals and passions and leave behind a lasting legacy.

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Countdown to:
Tax Day 2027

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Simplify Complex Decisions With Holistic, Tax-Integrated Services

Not all tax preparers can manage your investments, and not all financial advisors can prepare your taxes. We do.

Individual & Family Services

Whether you’re just getting started or getting ready to retire, we'll help you grow and protect your wealth, pursue your goals and leave a meaningful legacy.


Explore Personal Services

Explore Personal Services

Business Services

Running a business means balancing day-to-day responsibilities with long-term decisions. We’ll help you navigate retirement plans, succession and more.


Explore Business Services

Explore Business Services

Tax & Accounting Services

We provide integrated tax and accounting services that align with your broader financial strategy, so you can reduce surprises and keep more of what you earn.


Explore Tax & Accounting Services

Explore Tax & Accounting Services

*Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Advisers, LLC, Advisory Services Agreement and disclosure brochure as provided.

Keeping Your Best Interests in Mind, Always

If you’re juggling responsibility today while thinking ahead to what’s next, you’ve come to the right place. Our clients are hardworking people with full lives—often balancing family, work, land and long-term plans all at once. Some are just getting started, others are well into the next chapter and many are somewhere in between.


Find Your Fit Here

We serve people like you:

  • Individuals & Families
  • Young Professionals
  • Pre-Retirees & Retirees
  • Business Owners
  • Skilled Laborers
  • Farmers & Agricultural Workers

Stop Feeling Blindsided When Tax Season Rolls Around

You work hard for your money, and you deserve to enjoy the fruits of your labor. By planning ahead and talking through decisions before they’re made, we help reduce surprises and keep more of what you earn in your pocket.

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Making the Most of What You’ve Built, Together

Making the Most of What You’ve Built, Together

We look at your whole financial picture, because your wealth doesn’t exist in silos. By bringing taxes, investments and long-term priorities into one view, you can keep more of what you earn today while staying on track for tomorrow. Our job is to help you worry less about what’s ahead, enjoy life as it’s happening and feel good about the legacy you’ll leave behind.

A Partner Who Teaches Instead of Tells

A Partner Who Teaches Instead of Tells

Charlesworth Financial Services is a fiduciary wealth management team serving individuals, families and business owners across Indiana and beyond. We’re more than financial professionals; we’re educators, guides and steady partners who take the time to walk through decisions with you, instead of just handing over generic instructions. We help you understand the why behind every decision and stay on track as you pursue your goals and build your wealth.

Understand How We'll Work Together

The best relationships start with clear expectations. Contact us today to read our engagement letter to learn how we'll work together, what services may be included and how communication, timing and responsibilities are handled.

Read the Letter

Explore Resources That Make Complex Financial Topics Clear

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More

Chart the Path to the
Future You Want

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