Financial Clarity, Simplified
You dream it, we plan it. Gain clarity and confidence with financial planning tailored to your goals.
Financial Clarity, Simplified
You dream it, we plan it. Gain clarity and confidence with financial planning tailored to your goals.
Financial Clarity
Know where you stand and where you’re headed financially with clear, easy-to-understand guidance.
Lasting Confidence
Feel confident knowing your finances are aligned with your life goals and supported through every stage.
Fiduciary Guidance
Receive advice that always puts your best interests first through transparent, goal-focused recommendations.
Proudly Serving Kokomo Families for Decades
Mentored by industry pioneer Mick Owens, Chris Rockey carries his legacy and is dedicated to serving clients with integrity, clarity, and care.
Proudly Serving Kokomo Families for Decades
Mentored by industry pioneer Mick Owens, Chris Rockey carries his legacy and is dedicated to serving clients with integrity, clarity, and care.
See How We Can HelpFinancial Clarity
Know where you stand and where you’re headed financially with clear, easy-to-understand guidance.
Lasting Confidence
Feel confident knowing your finances are aligned with your life goals and supported through every stage.
Fiduciary Guidance
Receive advice that always puts your best interests first through transparent, goal-focused recommendations.
Small-Town Values, National Expertise
In partnership with CFD Companies, a network with over 40 years of service, Chris blends personalized, small-town care with institutional-level resources and insight.
Invest With Biblical Integrity
Align your investments with Biblical principles that reflect what matters most.
Small-Town Values, National Expertise
In partnership with CFD Companies, a network with over 40 years of service, Chris blends personalized, small-town care with institutional-level resources and insight.
Invest With Biblical Integrity
Align your investments with Biblical principles that reflect what matters most.
Insights & Strategies
Articles that simplify complex topics and empower you to plan wisely for the future.
Insights & Strategies
Articles that simplify complex topics and empower you to plan wisely for the future.
Get Started in
Three Easy Steps
2. Plan
Collaborate on a tailored strategy built around your goals.
3. Relax
Enjoy the confidence that comes from having a clear plan in place.
1. Connect
Schedule an introduction to share your financial vision.
Hear from Chris and Our Clients
Chris explains his process, and clients share how fiduciary guidance has helped them navigate key life decisions.
Get Started in
Three Easy Steps
2. Plan
Collaborate on a tailored strategy built around your goals.
3. Relax
Enjoy the confidence that comes from having a clear plan in place.
1. Connect
Schedule an introduction to share your financial vision.
Hear from Chris and Our Clients
Chris explains his process, and clients share how fiduciary guidance has helped them navigate key life decisions.
Community & Client Events
As a client, you’ll be invited to appreciation events that bring our community together to relax, connect, and enjoy meaningful moments together.
Past performance is not indicative of future results. Clients referenced or pictured are not testimonials or endorsements.
Past performance is not indicative of future results. Clients referenced or pictured are not testimonials or endorsements.
We Help Families, Retirees, and Business Owners Plan With Purpose
Wherever you are in life, our process begins with understanding your goals.
Stay Connected
Sign up for financial insights and updates from Chris.
Move Forward With Confidence
Explore personalized strategies designed to align your money with your life goals.