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for Peace of Mind

Private Wealth Advisory & Planning

Private Investment Management

Institutional Investment & Advisory Services

Qualified Retirement Plan Services

The Cornerstone of Your Success

The Cornerstone of

More than just powerful words, our values form the cornerstone of our business and allow Wallington to continue to deliver results for high-net worth investors, institutions, foundations, corporations and qualified plans. As an independent fee-only wealth manager, we align ourselves with our clients in each segment of the wealth management process; from the determination of unique financial goals and objectives to the crafting of the investment portfolios designed to deliver superior risk-adjusted returns and cost-effectiveness.

  • Integrity
  • Discipline
  • Commitment
  • Passion
  • Independence
  • Transparency
  • Integrity
  • Discipline
  • Commitment
  • Passion
  • Independence
  • Transparency

Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind.  With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.

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Ready to Review Your Financial Goals?

Request a complimentary consultation to ask questions and discuss your financial concerns with one of our seasoned advisors.

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P: (317) 575-8670 
F: (317) 575-8671
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8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

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Michael Charles, CFP®, CPA

Vice President, Senior Wealth Advisor

Michael A. Charles earned his Bachelor of Business Administration degree in Accounting from the University of Notre Dame and his Masters of Business Administration from Butler University. He began his career performing various functions in accounting, auditing, and corporate financial analysis where he earned his Certified Public Accountant designation. In 1990, Mr. Charles transitioned to the financial services industry, focusing on managing private investment portfolios and providing personal financial planning for high net worth individuals. While at NatCity Investments, he earned his Certified Financial Planner™ designation and successfully established and managed the financial planning department serving over 200 of the firm’s financial advisors and their clients. Mr. Charles joined Wallington Asset Management in 2012 from TIAA-CREF where he spent over five years serving high net worth clients as a Wealth Management Advisor. In his role at Wallington Asset Management, Mr. Charles is primarily responsible for financial planning and portfolio management. He is also involved in security analysis and serves as a member of Wallington Asset Management’s Investment Selection Committee. Mr. Charles philanthropic participation includes his current positions as Treasurer and Board Director for Right to Life of Indianapolis and his past membership on one of Marian University’s advisory boards.