We help you develop a tax strategy that helps you keep more of what you have worked hard to achieve.
You’ve worked hard to build your success. Now it’s time to make your money work smarter for you—with a personalized strategy that goes beyond investments.
Financial Advice for High Earners Who Expect More
We specialize in helping successful individuals take their wealth to the next level. Whether you’re a physician, entrepreneur, or nearing retirement, we help you align your money with your goals—so you can enjoy life more and worry less.
We believe in true financial partnership, combining advanced planning with proactive strategies tailored to your unique life.
317-289-9449
We offer a full suite of services to help you manage and grow your wealth with intention.
Comprehensive, ongoing planning to keep you on track through every stage of life.
Custom portfolio strategies designed for growth, preservation, and peace of mind.
Objective guidance on key decisions, from business transitions to real estate moves.
Proactive strategies to help you reduce tax burdens, increase after-tax returns, and structure your finances more efficiently.
Custom-built portfolios designed to grow and protect your wealth, guided by research, experience, and market awareness.
We help coordinate your estate strategy to minimize taxes, avoid probate, and create a lasting legacy for your family or charitable goals.
J.D., Financial Advisor
David is an Indianapolis, Indiana native with strong roots in the community. After graduating from Harvard Law School, David began working as a Corporate Finance attorney. David then began a career as an NBA Certified Agent where he helped numerous clients achieve their lifelong dreams. During his time as an attorney and agent, David developed a passion for helping his clients accumulate and protect wealth which led him to become a financial representative. During his time in this new career, David has built a highly relational practice centered on helping others plan their financial future.
David founded Hoosier Phenoms, an AAU basketball program, in 2020. Hoosier Phenoms is now regarded one of the top AAU programs in the country and has captured three straight AAU World Championships.
Brandon Barlow brings a unique blend of technical expertise and compassionate guidance to his role as a financial advisor at Hamilton Wealth. With over a decade of experience in the environmental industry and a strong foundation in business development, Brandon has built a thriving financial practice centered around helping individuals and families align their financial goals with long-term sustainability.
At Hamilton Wealth, Brandon specializes in retirement, investment, and insurance planning with a focus on tax-efficient strategies. He partners primarily with dual-income families earning $200,000 or more annually, business owners, and individuals approaching retirement within the next 15 years. His mission is to create sustainable financial roadmaps that help clients preserve wealth, reduce tax burdens, and gain clarity about their financial future.
Above all, Brandon is driven by a desire to serve whether it’s coaching a client toward retirement readiness or mentoring youth through Big Brothers Big Sisters. When he’s not meeting with clients, he’s enjoying time with his daughter, Ava, who inspires his work every day. In addition to his advisory work, Brandon is the founder of Hometel, a short-term real estate company based in Indianapolis.
Gabrielle Deemer joined David’s team as the Director of Operations in 2021. She graduated with her Education degree from Graceland University, where she played Women’s Varsity Basketball. As Director of Operations, Gabrielle serves as the primary point of contact for all investment and planning services and needs. Gabrielle married her husband, Jeremy, in May of 2020, and they had their son, Charlie, in November of 2023. Their family resides in Westfield with their dog, Henry.
Lillie Daugherty joined David’s team as the Director of Client Services in 2024. Born and raised in Orleans, Indiana, Lillie graduated from Indiana University Indianapolis in 2021 with a Sport Management degree and a minor in Business. Lillie serves as the point of contact for all client needs. She currently lives in Westfield with her dog, Bonnie, who she loves taking on walks. Lillie also enjoys working out at Orangetheory, running half-marathons, and hiking.
Let’s discuss your immediate and long-term goals.
We’ll put together a comprehensive investment plan customized for you.
Review your personalized plan together and make the proper adjustments before moving forward.