Frequently Asked Questions

Many folks come to us with questions about our firm, including how we work and how we’re different from other investment advisors. Why BBK?

For your convenience, we have developed a list of the most common questions our prospective clients ask during their search for an advisor.

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BBK Wealth LLC is a registered investment advisor with the state of Indiana.  We provide investment management advice and financial planning services.  We uphold the industry’s highest standard of fiduciary care and help investors reach their long term goals through an intentional and thoughtful financial planning process.

When you hire BBK to help manage your money and protect your wealth, you can expect a personalized, rewarding experience that is more than just financial planning.

Current BBK Wealth Management Advisor Team

Tyler Smith            Brandon Gregg            Cody Lachner

Tyler Smith – Founder                            Brandon Gregg – Market President        Cody Lachner – Director of Planning


Interested in joining our team?  We’re always interested in enhancing our client experience.  Reach out to learn more…

BBK’s approach to asset management starts with what matters to you most. We help our clients reach their investment goals through custom portfolios built with a diversified global approach to asset and style allocation.

Other advisors may offer pre-made portfolios or strategies based on a single style of investing. That means you’re getting the same advice as everyone else, regardless of your situation.

Unfortunately, some may consider just your age or risk tolerance, not at BBK Wealth.  We learn about your goals, financial needs, health, age, family circumstances and more.  Including what brings you joy!

We approach communication differently, too. You’ll hear from BBK regularly—not just when markets are doing well.

While others may avoid the call when markets are turbulent, we’ll be in touch, letting you know what’s happening with your portfolio.

Through custom portfolio management, we help families and individuals around the country reach their long-term financial goals.

Our primary offices are located in Lafayette, IN and Fishers, IN.   You can also meet with us virtually by scheduling here.

As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest.

Communication and service are specific to your needs.

In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits.

Beyond investing and financial planning, we want to help make you a more aware, disciplined and informed investor.

That’s why you’ll have a dedicated BBK Wealth advisor on your team to help you understand what’s going on in your account—and why.

Your advisor stays in touch consistently through up and down markets and is also your dedicated resource for all financial service related questions.

Learn more about what we offer here.

Unlike some advisors, we don’t earn commissions on trades. Instead, we use a fee structure that’s based on your financial situation.  This means we’re always focused on your best interests, and when you do better we do better.  As a team – we work toward what matters to you most.

Our fee structure has two components;  we offer both financial planning services and investment management.  Please reach out to a BBK advisor for specifics on what we could provide for your situation.  There is no long term commitment required by BBK.  We believe by working as a team – we will succeed together.

Learn more about our fees and relationships here.

BBK Wealth focuses on families with planning or investment management needs. We do not have a minimum investment. 

BBK prospective clients do not need to worry about investment minimums.  We have programs in place to insure all who are brave enough to ask for help will receive the respect and care they deserve.

We’re dedicated to serving clients who have worked hard throughout their lives with investment advice, custom designs and ongoing support communication.

You can become a client by contacting or calling us today at 317.207.0730. We’d be happy to speak with you and discuss what matters most to you.

We will guide you through every step of becoming a new client. Our hands-on approach and process is proven and intentional.  It respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.


*NEW* Clients can complete onboarding digitally.  Ask a BBK advisor about how.

We take your security and privacy seriously.  BBK Wealth has implemented a multi-layered security protocol.  In collaboration with our partners – know that you are being protected.  Learn more below

Learn how BBK works with Schwab to protect you!

First, your BBK advisor serves as your primary point of contact who knows you and your personal situation. If your advisor receives an abnormal request, he or she will put it on hold until he or she can obtain confirmation from you.

In addition, BBK Wealth is supported by comprehensive data management systems and security policies to protect client data from external and internal threats.

When you choose BBK Wealth, we manage your investments, but your assets are held by a third-party custodian. SCHWAB

Using a third-party custodian helps in reducing conflicts of interest and promotes transparency.

We also support a relationship with Pontera and Onramp.  These third party relationships allow us to provide active management and monitoring of all your accounts.

Lastly, rest assured we never share or sell your name for marketing purposes.

Please email us at with any questions, comments or concerns.

Also, learn more about BBK Wealth, here.

Of course you can!!!

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BBK Wealth takes an active, disciplined and global approach to managing money. We learn about your unique goals and needs, or suitability, so we can create a unique portfolio for you.

Your investment objectives and our market outlook help determine your asset allocation—your mix of stocks, bonds, cash or other securities.

As market conditions or your objectives change, we may adjust your assets to keep your portfolio positioned to meet your long-term objectives as well as support your cash flow.

We thoughtfully and intelligently analyze markets, choose tactical investment categories and then choose individual stocks, bonds or other securities for your portfolio.

Our custom, disciplined and global approach to wealth management has helped our clients nationwide plan for their financial future with confidence.

BBK Wealth was founded in May of 2020.  We have proudly built custom portfolios since we opened and will continue to do so.  If you are interested in our current recommendations, reach out to  BBK advisor for a custom report.

BBK Wealth focuses on families with planning or investment management needs. We do not have a minimum investment. 

BBK prospective clients do not need to worry about investment minimums.  We have programs in place to insure all who are brave enough to ask for help will receive the respect and care they deserve.

We’re dedicated to serving clients who have worked hard throughout their lives with investment advice, custom designs and ongoing support communication.

BBK is an independent wealth management company.  This independence allows a nearly endless menu of investment options.

BBK specializes in custody of traditional assets, digital assets, and retirement assets.

Reach out now to learn more


Financial planning is a process that determines the actions you should take in order to reach your financial goals. This process is much more than choosing investments. Your financial plan will cover all areas of your life (both financial and non-financial); this will help address all of your blind spots.

If financial planning is done correctly – you will no longer waste time justifying your decisions.  They will be validated through a proven process to guarantee success.

Your financial plan will cover the following areas: 

  • Net worth and Income & expenses 
  • Insurance – Home, auto, liability, disability, life & health, and long-term care
  • Investments
  • Retirement
  • Taxes & tax planning
  • Estate planning

Many individuals are only working with a financial advisor so they can have their investments managed. While a financial advisor managing your money is able to invest the money in a way that’s consistent with your goals, they are not able to provide thorough advice & guidance on other areas of your life. Investments are just a small part of your overall financial picture. Financial planning puts your advisor in a position to provide thorough and complete financial advice for anything life throws your way; a financial plan will help build your confidence and help give you a successful financial future.

Taxes are at the center of every decision you make. They’re also typically the largest expense that you’ll encounter throughout your lifetime. We commonly see individuals who have no plan in place to address taxes. Our financial planning process is designed to help minimize your lifetime tax bill and capture various tax opportunities so you can be sure that your blind spots are being addressed.

One of these guys.  

A financial planner should put your interests ahead of their own. Be aware that some financial planners are compensated for selling different products and solutions that may impact the advice they provide you. There are, however, advisors who do not receive any forms of sales related compensation like commissions. These advisors are “fee-only”; they are only compensated via a transparent fee for their services. This helps to eliminate certain conflicts of interest when they provide advice & recommendations to you.

Our financial planning services are individually tailored to your specific needs. Our financial planning service is broken into 2 parts – an on-going service or a one-time service. 


Most individuals that we work with are looking for on-going guidance and support. For these individuals we offer our financial planning service on a “subscription basis”. The subscription planning service is provided for a flat monthly fee for as long as you’d like. 


We also offer one-time financial plans for individuals that just need a second opinion or a status-check on where they’re at today. These individuals aren’t looking for on-going support. This service is priced as a one-time fee, dependent on the complexity of the situation.

For folks using our subscription planning service, we meet in-person twice per year and via phone/web conference at least twice per year. We are also available over the phone or virtually as needed. 


For individuals who are looking for a one-time financial plan, we will meet a total of 3 times. The first time is to learn more about your situation and your unique goals. The second meeting is to explore your goals further and to do a deeper dive into your relevant financial documents. Finally, the third and final meeting is where we will present you with your financial plan. We will walk you through each section of your plan and provide you with recommendations and actionable advice to help you reach your goals.



Yes! We love to talk with the other professionals in your life to be certain that all areas of your plan integrate. We also proactively reach out to your CPA and attorney (as applicable) when we develop certain financial strategies; it’s extremely important to keep everyone in the loop on your plans.

We recommend updating your financial plan at least once per year or as soon as a major life change happens (like marriage, divorce, death, birth, job change, etc). Folks in the subscription planning service will receive an updated financial plan once per year as part of the on-going service.

Reach out now to learn more

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