Retire Confidently with aFiduciary Who Puts Your Interests First
Paul Bullock and Wellington Investment Advisors have helped pre-retirees and high-income professionals in Indiana build tax-efficient retirement strategies for over 36 years.
Trusted by Indiana Professionals
Our track record speaks for itself. See why hundreds of clients trust us with their financial future.
We Specialize in Serving:
Pre-Retirees & Executives
- High earners approaching retirement
- Corporate executives
- Professionals seeking tax optimization
University Faculty
- 403b retirement plans
- Retirement, cash flow planning
- Tax-advantaged strategies for educators
Physicians & Medical Professionals
- IU Health - 401k management
- Private practice owners
- High-income tax mitigation
We work with clients who have $1 million or more in investable assets
Why Choose Wellington Investment Advisors?
Three decades of expertise in fiduciary financial planning, serving Indiana's most discerning investors with integrity and excellence.
Independent & Fiduciary
- No conflicts of interest
- We're legally obligated to put your interests first
- No proprietary products to sell you
Tax-Efficient Strategies
- Roth conversion analysis
- Tax-loss harvesting
- Tax mitigation strategies
- Charitable contributions planning
Personalized Service
- Direct access to Paul Bullock
- Customized retirement plans
- Ongoing portfolio management
Comprehensive Planning
- Retirement income planning
- Investment management
- Social Security optimization
- Estate planning
Meet Your Fiduciary Advisor
Paul Bullock, CEO, founded Wellington Investment Advisors with a commitment to providing honest, conflict-free financial guidance. With over 36 years of experience and an MBA from the University of Texas, Paul has built a reputation for helping Indiana families navigate retirement planning with confidence and clarity.
As a 5-star wealth management advisor serving the greater Indianapolis area, Paul maintains a spotless record with zero client complaints on BrokerCheck, a testament to his dedication to client service and fiduciary responsibility.
As an independent advisor, Paul has the freedom to recommend what's truly best for each client, not what earns the highest commission. He specializes in serving pre-retirees, university faculty, and medical professionals who seek sophisticated financial planning without the conflicts of interest common at large brokerage firms.
Credentials & Experience
Paul Bullock
Founder & CEO
How We Work Together
Our proven three-step process ensures you receive personalized financial guidance tailored to your unique retirement goals and circumstances.
Complimentary Consultation
30-minute introductory call
- Discuss your goals and concerns
- Determine if we're a good fit
- No obligation or pressure
Comprehensive Analysis
Deep dive into your financial situation
- Review your current financial situation
- Identify tax optimization opportunities
- Create your personalized retirement roadmap
Ongoing Partnership
Long-term relationship focused on your success
- Implement your custom strategy
- Regular portfolio reviews
- Adjust as your life changes
Ready to Get Started?
Ready to take control of your financial future? Schedule a complimentary consultation with Paul Bullock to discuss your investment goals and discover how our fiduciary approach can benefit you.
Schedule Consultation
BrokerCheck — check the background of this investment professional >>
Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.