Thorough and innovative, Bill strives to address the goals and needs of successful professionals, families, and business owners. His areas of expertise include comprehensive financial planning for small business owners, individuals, and families. With a focus on wealth accumulation, investment management, asset preservation, and modern retirement income strategies.
William (“Bill”) K. Colvett, CFP®, is the Founder and President of Indianwood Financial, with services offered through LPL Financial, a leading financial planning, investment management, and securities firm. Since 1999, Bill has helped clients create, grow, and preserve wealth through personalized financial, investment advisory, and insurance services.
Bill’s passion is helping clients retire earlier than they thought possible while achieving greater long-term financial confidence through strategies tailored to their individual goals, risk tolerance, and investment philosophy.
Throughout his career, Bill has received numerous awards for his performance and has been a featured speaker at conventions, educational forums, and workshops nationwide. He is a Certified Financial Planner™ professional conferred by the CFP Board of Standards, Inc.
Bill was selected as a Five Star Wealth Manager* award winner from 2017–2020 and 2022–2026, and has been featured in publications including The Wall Street Journal, Forbes, and Hour Detroit.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.