Cerulean Private Wealth Advisors is an independent advisory firm dedicated to helping clients enhance wealth, protect assets, and establish legacies for today and tomorrow.
Relationships are at the foundation of everything we do.
At Cerulean Private Wealth Advisors, we believe successful financial advice begins with building close personal relationships…precisely what we forge as we serve corporate executives, business owners, professional athletes, high-net worth individuals and their families.
We measure our success based on our clients’ satisfaction and how well we’ve helped them achieve their goals. When our clients succeed, we succeed — it is as simple as that. Because our core values are aligned with theirs, our clients can be confident knowing we’ll always go the extra mile.
As it is our goal to empower sound financial futures, we are driven by a passion to deliver the highest level of service to our clients to help them prioritize and balance the accumulation of wealth, the utility of money and the creation of legacy. Our recommendations — backed by education, experience, and certification as a Certified Private Wealth Advisor® — reflect our commitment to serving as fiduciaries for our clients, operating in their sole and best interests at all times.
Our Mission
At Cerulean Private Wealth Advisors, we believe in challenging ourselves to make a meaningful difference in our clients’ lives by providing comprehensive financial plans and investment solutions.
On our clients’ behalf, we are honored to fulfill our mission, which includes the following essential tenets:
- We create comprehensive financial plans for high-net worth individuals and their families that align their assets with their personal goals and objectives.
- We focus on tax efficiency, entity structure, effective transfers for sales of businesses, real estate, and other closely-held assets.
- We understand that, as human beings, we are subject to various biases based on emotion, existing beliefs, and how we process information.
- We identify opportunities and we understand risk, the ideal blend in our quest to provide objective advice and implement strategies designed to pursue our clients’ financial goals within a risk-mitigating environment.
- We take a holistic approach, whereby we consider our clients’ personal goals and objectives as we create integrated financial plans that take into account tax planning, investment and portfolio structure, estate planning and asset protection.
- We recognize that we don’t live our lives in silos and believe that effective planning must proactively account for all aspects of one’s financial life.
From Cerulean Founder Michael Myers:
I created Cerulean Private Wealth Advisors to fulfill my mission to develop customized financial strategies that help my clients clarify, balance, and pursue their goals.
As an independent advisory firm, Cerulean Private Wealth Advisors has the freedom and flexibility to pursue innovative technologies, products, and services through a thoroughly independent, resource-rich model that places the needs of clients at the heart of everything we do. Some of the benefits include:
- Greater client-focus — As Cerulean Private Wealth Advisors we are better positioned to develop strong strategies that meet our clients’ financial objectives, by addressing individual fundamental values and ensuring multi-generational family goals are fulfilled.
- Increased access to best-in-class resources — The ability to form strategic partnerships gives us global access to an unprecedented and expanding universe of products and services.
- Enhanced personal service — As an independent business, ours is more agile and proactive, and can deliver a higher-touch service to our clients and their families.
With Cerulean Private Wealth Advisors, I remain committed to the core values that have defined my relationships with my clients over the years, the culture of partnership and trust that have long been a hallmark of my practice, and continued performance on behalf of my clients.
I look forward to building a prosperous future together.
Mike Myers CPWA®
Founder and President
Who We Serve
Cerulean Private Wealth Advisors offers holistic and comprehensive wealth management and financial planning services to private individuals, families, corporate executives, business owners and professional athletes, among others.
Investment Philosophy
Our specialized focus on financial planning is driven by an authentic curiosity to deliver results that are balanced, purposeful and forward thinking.
Our investment portfolios have three primary goals:
- To achieve the highest level of tax efficiency possible in the management of our portfolios.
- To apply the principles of Modern Portfolio Theory to each portfolio to optimize expected returns based on a given level of market risk and an understanding that risk is an inherent part of higher rewards.
- To ensure that each client portfolio also reflects its owner’s individual appetite and tolerance for risk.
As a CPWA®, Mike is accustomed to, and skilled at, serving the sophisticated needs of high-net worth and ultrahigh-net-worth clients.
Our Team
Michael (Mike) Myers CPWA®
Founder and Principal
[email protected]
Mike has been providing clients and their families with trusted investment advice and personal financial planning for many years. With a strong foundation in portfolio management and modern portfolio theory, he is constitutionally committed to maintaining a long-range perspective, determining a reliable course, and aligning operations to meet objectives.
Before launching Cerulean Private Wealth Advisors, he worked for more than 17 years at Merrill Lynch where he was a Financial Advisor, guiding clients to help them reach their retirement and other financial goals. Earlier, he was a financial advisor at Morgan Stanley. Mike earned the Certified Private Wealth Advisor® (CPWA®) designation, an advanced professional certification for advisors who serve affluent clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program involves a holistic and multidisciplinary approach.
Mike earned a Bachelor of Arts in journalism and political science at Butler University. Mike is a proud husband and father and is active in local and regional community organizations. In his spare time, Mike enjoys reading, exercise, and baseball.
Mike believes in being nimble enough and having enough information to take tactical advantage of what the market offers in order to address specific needs and goals of each client.
We are disciplined and committed to forging the ideal “fit” for each client and client family as we build comprehensive financial plans to address their individual needs.
We take a personalized approach to helping clients define their priorities, lifestyle needs and milestones by asking the right questions and listening to what our clients tell us about their aspirations, goals, and concerns for the future.
We then collaborate with our clients to develop customized strategies designed to help them pursue their passions and achieve their goals.
Among the services we provide assistance with are:
- Financial Planning— Investing the time and attention required to secure a genuine understanding of each client’s preferences and priorities equips us to develop a customized plan designed to address – and achieve – individual, family, and business objectives.
- Portfolio Management — We build portfolios using a disciplined approach focused on achieving outcomes and with an emphasis on tax efficiency, low-cost investing, and diversification.
- Business Evaluation and Planning — We provide objective financial advice and timely insights to business owners and entrepreneurs. Our expert guidance has proven invaluable to individuals looking to start a business and to those interested in keeping an existing business on a path toward stability and growth.
- Insurance — We are dedicated to helping clients protect and preserve their financial futures while still realizing their dreams.
- Retirement Planning — Empowering our clients to feel confident about retirement, we tailor solutions to address every stage of life.
- Legacy and Estate Planning — Helping our clients establish legacies and make a difference in the areas that matter most is essential to them, precisely why it is essential to us. We also help clients plan for cross-generational wealth transfer and preservation.
As an independent financial advisor, Cerulean Private Wealth Advisors has the freedom and flexibility to choose from the best technology, products, and services available so our core values are always aligned with our clients’ interests.
To serve our clients more effectively, we have initiated strategic relationships with the following firms:
Sanctuary Wealth
Sanctuary helps select Advisors build the lives they’ve dreamed, applying their professional expertise to serve clients with full transparency, outstanding operational and platform support, and a true sense of entrepreneurship. Unlike the large wirehouses, Sanctuary manages bottom up; its best ideas come from the partners who define the firm and its direction. Sanctuary fosters camaraderie and intellectual stimulation that come from working with the highest caliber of Advisors in the wealth management industry.
Charles Schwab Advisor Services
As a Registered Investment Advisor, Cerulean Private Wealth Advisors will not be holding your assets. We have chosen the firm Charles Schwab, one of the largest and safest repositories for financial assets in the custody business today. In 2017, Schwab was selected as one of the Fortune Top 50 “World’s Most Admired Companies.” It is responsible for more than $3.36 trillion in client assets as of December 31, 2017. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the industry’s strongest financial firms and why we chose it to safeguard your assets. In short, it has one, and only one, business: to serve as a safe custodian for your funds.
Click here to be redirected to your custodian’s website for access to your personal account information, including monthly activity and statements, tax documents and current balances.
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Please call our office if you have not received your username(s) and password(s) so that we may provide you with quick and easy access to all of your account information.
Cerulean Private Wealth Advisors
250 W 96th Street, Suite 300
Indianapolis, IN 46260
317.819.5440 Direct
833.232.2792 Toll-Free
317.660.9782 Fax