About Us

A Firm That Sees the Bigger Picture

Charlesworth Financial Services is a fiduciary wealth management firm rooted in Indiana, built around long-term relationships and straight-talk advice. We believe good financial decisions don’t come from rushing to answers, but from slowing down enough to understand the full picture. For years, we’ve helped people step back, get their bearings and think through decisions with a clear understanding of timing, tradeoffs and what those choices mean down the road.

Position Your Wealth and Life to Work Hand-in-Hand

Financial decisions rarely live in one lane. Taxes affect income, income affects life and timing matters more than people may realize. Our holistic approach brings investments, taxes, business interests, land and legacy planning into one conversation. This coordination gives you a clear sense of where you’re headed and how you’ll get there.

Coaching You Through Life’s Biggest Decision

We’re more than advisors; we’re on your team. That means sitting down, laying things out and talking through decisions and details until they make sense. As plans evolve and life throws you curve balls, we’re here to guide you, cheer you on and help you move forward with confidence.

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Make Decisions That Hold Up Over Time

The most important question isn’t what a financial decision does today, but whether it still makes sense years from now. Short-term choices can quietly shape long-term outcomes, especially when family and legacy are involved. We help people think beyond the moment so decisions are built to hold up over time.

Our Core Values

These principles are more than words on a page to us; they shape how we approach relationships, how we handle important conversations and how we help you make decisions you can feel good about.

Holistic, Tax-Integrated Plans

We don't silo taxes and investments because your financial life doesn't work that way. By looking at the whole picture, we help you keep more of what you earn, not just this year, but over your lifetime.

Coaching Creates Confidence

We're coaches. Our job isn't to just hand you a bill or a statement; it's to help you understand your options and the reason behind every recommendation so you can move forward with confidence.

Build Across Generations

With decades of experience, including over 50 years in family business, we've lived through many of the same challenges our clients face. We're here to help people build wealth and a legacy that lasts.

Fiduciary Before it Was a Buzzword

As CPAs, putting clients first has always been our foundation. Our dedication to doing what's right isn't new; it's who we've always been, and it’s the standard that guides every recommendation.

Bring the Full Landscape Of Your Wealth into View

We help you see how income, taxes and investments work together, so you’re not left wondering where you stand or what comes next.

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