Welcome to Court Place Advisors, LLC
Court Place Advisors, LLC was formed in the 1990's by John Santry and Robert Wieder. The goal was, and still is today, to combine the services of professional asset management with professional tax and estate planning advice. Court Place Advisors is one of the few firms with the knowledge, experience and resources to deliver this comprehensive approach.
Our Core Knowledge Areas
Cash Flow Planning
Replacing your earnings during your retirement years can be a daunting task. Court Place will develop a liquidity and distribution plan for you throughout your retirement.
Tax Services
Court Place collectively brings more than 100 years of tax planning, preparation, and strategies to the table. Let us help you maximize every opportunity available to you.
IRA Rollovers
You’ve spent most of your entire adult life building a nest egg. Now what? We will strategize with you on next steps now that you’ve turned the page on working for your employer.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.