Our Associates

Adam Claerbout

CFP®
8888 Keystone Crossing, Suite 1600
Indianapolis, IN 46240

 “Be Present…Be Grateful…Be of Service” – Dr. Neil Nathan

Adam Claerbout lives by these principles he learned from Dr. Nathan, his treating physician for a devastating illness diagnosed as mold toxicity. Thanks to God, Dr. Nathan, Dr. Turzo, Dr. Bronson, and his family…Adam has fully healed after a yearslong battle. Through this, he developed his own perspective with the understanding that time is the most important currency. He advises and teaches clients how to maximize their financial resources to give them control of how they spend their time.

Adam started his financial advisory practice with WestPoint Financial Group in 2009, with the goal of establishing his own entity (Physician’s Wealth Resource®) that would become the most specialized physician-focused practice in the country. At the same time, his wife Emily was finishing medical school and beginning her residency as an Emergency Medicine physician. Adam developed a nuanced understanding of the lives of physicians and their families. This gave him clarity in advising physicians on the intricacies, within the unique financial structure of their careers. The foundation of his practice is education. His PWR® team has given more than 100 lectures to medical/osteopathic schools and residencies/fellowships. His practice advises more than 1400 physician families across the country.

Adam runs a very efficient practice out of respect for his clients’ (lack of) time and to maximize time with his family…Emily, Wynn, Kendrick, and Karl. Emily and Adam met as tennis instructors in 2006, and they enjoy playing when possible and teaching the kids. Adam is ardent to help other undiagnosed patients obtain the many resources they need to be correctly diagnosed and treated for complex illnesses such as mold toxicity, Lyme disease, and temporomandibular joint dysfunction (TMD).

Main areas of Focus
  • Comprehensive Financial Advice
  • Retirement Income Planning
  • Wealth Management
  • Life Insurance
  • Disability Income Insurance
17+Years Experience
A man wearing a coral polo shirt stands in front of a blurred background with soft natural light.

Education

Purdue University

Licenses

Series 6, Series 7, Series 63, Series 65, SIE

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