Your Life. Your Finances. Aligned.

Gettings Busch Wealth Management is an independent, fiduciary Registered Investment Adviser based in Lafayette, Indiana. We help retirees, families, business owners, and high-income professionals across the Midwest coordinate their investments, taxes, retirement income, and estate plans under one roof, guided by a team of CERTIFIED FINANCIAL PLANNER® professionals.

For most people, the more successful they become, the more complicated their finances get. More decisions, more tradeoffs, and more pieces that can fall through the cracks. We built this firm to solve that. We bring retirement planning, investment management, tax strategy, and estate planning together, coordinated by a team that sees your full picture and makes sure every piece of your plan is working for you.

As a fiduciary, we are legally and ethically bound to act in your best interest. With more than 60 years of combined experience, we guide clients through every financial stage with honest, transparent advice from a partner who knows your values, your goals, and your challenges.

When you partner with Gettings Busch, you can expect a relationship built on trust, integrity, and a deep understanding of your unique life goals.

How We Help

Tax-Smart Investing and Portfolio Management

Your investments should work in concert with your overall financial plan, not in isolation from it. We build diversified, risk-managed portfolios using institutional-quality research and technology, and we manage them with your tax situation in mind at every step. As fiduciaries, every decision we make is made with one priority: your best interest.

Retirement Planning

Retirement is not just a number. It is a transition that takes years of careful preparation and an income strategy that holds up through market cycles, tax changes, and life's surprises. We help you build toward retirement with clarity and manage through it with confidence, adjusting your plan as your life evolves.

Cash Balance and Defined Benefit Plans

For high-income business owners and self-employed professionals, including real estate agents, physicians, attorneys, and consultants, a Cash Balance or Defined Benefit Plan can be one of the most powerful tax deferral strategies available. These plans allow qualifying individuals to defer several times what a 401(k) alone allows. If you are paying more in taxes than you should be, this is a conversation worth having.

401(k) Plan Consulting

With roots in the retirement plan space dating back to 1982, we bring decades of experience helping businesses design, implement, and manage 401(k) plans that work for both the company and its employees. We handle plan design, investment selection, compliance, and employee education so you can focus on running your business.

Estate Planning

You have spent a lifetime building something worth protecting. We work alongside your attorney and CPA to help you structure your accounts, beneficiary designations, and investment strategy so your wealth transfers intentionally and efficiently to the people and causes that matter most to you.

Tax Planning

We examine every client's financial picture through a tax lens. Working closely with your CPA, we help position your investments to minimize unnecessary tax drag through asset location, tax-loss harvesting, Roth conversion strategies, and other tax-aware techniques. Good tax planning and good investment management should reinforce each other, and at Gettings Busch they always do.

Charitable Giving

Thoughtful philanthropy is about more than generosity. It is about maximizing impact. We help you structure your giving through the most tax-advantageous channels available, including donor-advised funds and qualified charitable distributions, so more of your money goes where you intend.

College Savings

We help families build smart, tax-efficient education funding plans that balance college savings with retirement goals, so you never have to choose one over the other.

Life Insurance and Risk Management

Protection is part of every complete financial plan. We assess your insurance needs objectively and help you put the right coverage in place, including life, disability, long-term care, and business insurance, to protect your income, your family, and what you have built.