Office Phone: 765.742.7366

Scott Busch, CFP®, CIMA®, MBA

Wealth Manager

Scott serves a broad range of clients including families, retirees, business owners, high-income real estate professionals, and corporate retirement plan sponsors. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® with a focus on integrated financial planning and disciplined investment management.

As a member of the firm's Investment Committee, Scott leads portfolio construction, risk management, and investment strategy, ensuring that every client's portfolio is built with intention and managed with care. His expertise spans the full breadth of financial planning, including retirement planning and income distribution, tax-smart investing, 401(k) plan consulting, trust management, college savings strategies, and charitable giving. For high-income earners and self employed business owners in particular, Scott brings specialized knowledge in income deferral strategies and tax-efficient wealth building that can make a meaningful difference in long-term financial outcomes.

Scott holds a B.S. in Management and an MBA in Finance from Purdue University's Daniels School of Business, and earned his CIMA® designation through the Investment and Wealth Institute in conjunction with The Wharton School, University of Pennsylvania.

Active in the Greater Lafayette community, Scott serves on the Franciscan Health Marketing Board, the Greater Lafayette Art Museum Board, and the United Way Planned Giving Development Committee. He is also a member of the Financial Planning Association of Greater Indiana and the Estate Planning Council of Greater Lafayette.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks for CPWA® and Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®, as well as RMA® and Retirement Management Advisor. Use of CPWA®, CIMA® and RMA® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.