relationships are a question of fit.

we should be happy to see each other’s name appear on our phones when they ring.

Our Team

 

Mark R. Hayes, CFP®

FOUNDER AND CERTIFIED FINANCIAL PLANNER™

  • B.A. Finance, Michigan State University

  • CERTIFIED FINANCIAL PLANNER™

  • Certified Plan Fiduciary Advisor (CPFA)

  • Infinitive Wealth Advisory, Founder & Financial Planner, 2014-Present

  • MetLife Premier Client Group, Financial Planner, 2008-2014

  • Counter Financial, Owner & Financial Planner, 2005-2008

  • Marsh & McLennan, Risk Analyst/Graduate Training Program, 2004-2005

  • The American College of Financial Services, Adjunct Instructor

    • Retirement Planning Fundamentals

    • Essentials of Annuities

  • Five-Star Wealth Manager, Indianapolis Magazine, 2015, 2016, 2018, 2019, 2020 , 2021, 2022, 2023, 2024*

  • Butler University, Student Managed Investment Fund, Team Advisor, 2015-2019

  • MSU Alumni Association of Greater Indianapolis

    • Board Member, 2009 - Present

    • President, 2010-2013

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

Our Clients

A proper fit takes into account our clients, what they are looking for and who they are as people. If you want to better understand what we look for in prospective clients, take a look at the video which covers our main priorities.