Wealth Management Services

CSi Advisory Services will discuss your goals and set the objectives of your portfolio. We will analyze your current and future cash flow requirements.

Asset Allocation

CSi Advisory Services will discuss different asset allocation methods that best align with your portfolio investment strategy.

CSi Advisory Services will monitor investments in your portfolios based on your goals

Portfolio Strategy

Investment Monitoring

Our promise is personal,

our dedication is authentic.


From saving for your first home...

To saving for college...

All the way to retirement.

CSi Advisory Services is here every step of the way.

We always put our clients first.

900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.