We Help You Plan for The Retirement You’ve Always Envisioned

2026 Forbes/SHOOK "Best-In-State" Ranking

John Schutz has once again been recognized by Forbes/Shook Research as a “Best-In-State” Wealth Advisor. This is his 6th consecutive year on the list and second year ranking #1 in the state of Indiana! Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

#1 in 2026 & 2025

John L. Schutz was recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Publication as of April 7, 2026 & April 8, 2025. Data as of June 30th the prior year.
(Pictured: John Schutz)

2026 Best-In-State Advisors Ranking

We're passionate about achieving your goals.

Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.
(Pictured from left to right: Felicia Hostettler, John Schutz, Kim Vollman, David Perigo, Christina Scherry, Dylon Moore, Michelle Vanover & Justin Soderlund)

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Baird Trust Large Cap Equity Strategy

The Large Cap Equity strategy invests in high-quality companies with the perspective of a long-term business owner. We seek companies that have sustainable competitive advantages, are led by shareholder-oriented management teams and are trading at compelling valuations. We aim to own these businesses for many years to capture the powerful effects of long-term compounding. The strategy will hold 25-30 individual positions and remain fully invested.

Strategy Highlights:

30-year track record
Portfolio of 25 – 30 Individual Large Cap Equity Holdings
High-Quality Emphasis
Long-Term Business Owner Focus
Low Turnover which makes our strategy very tax efficient and minimizes capital gains

Learn More About Our Investing Philosophy

We're Passionate About Educating You.

David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much more. The Passport to Retirement class offers 7.5 hours of in-class instruction over a three week period. These classes also offer CPE credits for accountants.

In addition, we want to keep you up-to-date on the most recent changes in planning and your finances. To facilitate that, our team has recorded several videos covering a variety of topics we believe are most useful. You can watch at your convenience if it is something that interests you. Click on the link below to go to the full list.

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