I would highly recommend Ryne Otis to anyone as their family’s or business’s financial planner. Ryne has help our medical practice expand tremendously throughout the Midwest by bringing in highly sought medial professionals and helping with buy-in opportunities and exit strategies. Ryne has also been a true blessing to our family by helping with us with our personal financial planning. The more I’ve had the opportunity to know Ryne the more impressed I am at his knowledge of the financial industry as a whole. He is not like any other financial planner we have worked at in the past and his recommendations are always made with a servant heart by putting his clients best interests first. I recommend Ryne to any business or family who wants to grow and preserve wealth.

After 38 years as a physician, I was referred to Ryne Otis by my colleagues upon retiring. Mr. Otis now manages my investments, retirement planning, estate planning, and more. In the four years we’ve worked together I am amazed at how much knowledge he has. I have had several financial planners in the past (Merrill Lynch, Raymond James, TD Ameitrade, and another Edward Jones advisor) and none of them compare to how impressive I am of Mr. Otis’s knowledge. My past experiences with financial planners was about selling me products, trying to guarantee me income, or bringing in other ‘experts’ to pitch me an idea about lowering my taxes. Mr. Otis was not like this at all. He took time to get know me, my medical practice, my family, and what was important to us before making any recommendations. He is laid back, transparent, and very professional. He also helped with my CPA and attorneys with issues they weren’t aware I had. I would highly recommend Mr. Otis and his staff to any high net worth individual in the Indianapolis area.