Our Story:

Gettings Busch Wealth Management was founded on a belief: that clients deserve a financial partner who is legally, ethically, and unconditionally on their side.

Our story begins in 1998, when Bill Gettings, CFP®, left a successful career as a pension and retirement specialist with The Equitable to build something different. He wanted an independent advisory firm where clients came first. From day one, Bill focused on personalized, transparent financial guidance for families and businesses across Indiana, building a reputation as one of the region's most trusted voices in financial planning and business retirement plans. Bill's roots in retirement planning stretch back to 1982, when he helped a suburban Chicago paper company establish one of the first 401(k) plans in the Midwest.

As the firm grew, so did our commitment to independence. In 2020, we established our own SEC Registered Investment Adviser. It meant walking away from a larger platform to operate entirely under a fiduciary standard, one that requires us, by law and by conscience, to always act in our clients' best interest. No product quotas. No outside influences. Just honest, client-centered advice.

Our Philosophy:

We believe great financial planning is not just about money. It is about your life, the goals you are working toward, the legacy you want to leave, and the peace of mind that comes from knowing your finances are in order.

We also believe investment management and financial planning should never operate in silos. Tax strategy, retirement income, estate planning, and portfolio management are deeply connected and should be made together by a team that sees the whole picture. That is why we built our practice around integration. When you work with us, you are not getting a portfolio manager who occasionally checks in. You are getting a long-term partner who knows your life and coordinates every piece of your plan with intention.

Our Values:

Independence. We answer to our clients, not to a parent company or product shelf.

Fiduciary Commitment. We are legally and ethically obligated to put your interests first. Always. This is a legal standard we are held to every day, not a marketing claim.

Integrated Thinking. We look at your full picture, investments, taxes, retirement, estate, and risk, and make sure every decision supports every other decision.

Long-Term Relationships. We are not transactional. We measure success by the strength and longevity of our client relationships.

How We Are Compensated: We are a fee-based firm. For investment management and financial planning, we are compensated through advisory fees. When we place insurance, we may receive commissions, which we always disclose. We are not bound to any single carrier or product, so our recommendations are driven by what fits your plan.

Who We Serve:

We work with people who are intentional about their financial future.

• Families and retirees planning for a financially secure future.

• Business owners navigating the complexities of running a company while building personal wealth.

• High-income self-employed professionals, including physicians, attorneys, and real estate professionals, who need sophisticated tax planning and income deferral strategies.

• Corporate retirement plan sponsors who need a knowledgeable fiduciary partner for their 401(k) or defined benefit plan.

We are headquartered in Lafayette, Indiana and serve clients across the Midwest and nationally. We have no minimum investment requirement. We are the right fit for people who are intentional about their finances, whether they have significant assets today or are building toward that future.