Bryan Byrer

Background

About Bryan Byrer

I am a veteran financial professional who takes a behavioral and holistic approach to long-term planning and wealth management. I believe that everyone deserves the opportunity to make the most of their money so that they can live with dignity, pursue their dreams, achieve their goals, and find happiness. I am client-centric and relational in my work as I seek to build genuine connections and understanding with my clients. To achieve this, I build personalized financial roadmaps so that my clients can afford the life they envision while minimizing stress along the way. To further this aim, I earned the Accredited Asset Management Specialist™ designation in 2021 and the Wealth Management Certified Professional® designation in 2024. As a lifelong learner, I listen to multiple podcasts by finance thought leaders (e.g, Michael Kitces, Carl Richards, and Brendan Frazier). I also read a multitude of finance, money, and economic books—some personal favorites are “A Random Walk Down Wall Street”, “Naked Economics”, and “The Psychology of Money”—as well as other types of nonfiction including psychology, history, and the social sciences—including “Dare to Lead”, “Sapiens”, and “Designing Your Life”. My dual experience as both a banker and advisor has granted me a broader perspective in the realm of personal finance. Aside from talking at my friends about finance, I'm an avid fantasy & sci-fi reader (Brandon Sanderson and Pierce Brown are two of my favorite authors). I can frequently be found playing pickleball at one of the parks on the northside of Indy or LifeTime Fitness. I'm a huge fan of my hometown Indiana Pacers, Indianapolis Colts, and Indiana Fever. I enjoy spending time with friends, often at one of my favorite spots – Guggman Haus Brewing Company.