CARMEL, Ind. – September 28, 2023 – Aaron Wealth Advisors is opening a new office in the fast-growing Metro Indianapolis area in what can best be described as a homecoming, owing to its founder’s deep ties and long-term relationships within the community. Located in Carmel, Ind., the new office will help to better serve the firm’s ultra-high net worth clients throughout Indiana and be managed by industry veteran Matt McBroom, who joins Aaron Wealth Advisors as Vice President and Client Development Manager.
To formally introduce Aaron Wealth Advisors to the community, there will be a ribbon-cutting ceremony at 1 p.m. EDT on Thursday, Sept. 28, at 275 Veterans Way, Suite 110, in Carmel. Members of the press, the business community, clients, and the public are cordially invited to attend.
“I am proud of our firm’s measured growth, and thrilled to welcome Matt to the Aaron Wealth team,” said Gary Hirschberg, CEO of Aaron Wealth Advisors. “He is a highly regarded professional who is especially well known to our many clients in Indiana.”
Mr. McBroom, a wealth manager for more than a decade, previously worked at institutions such as UBS, Morgan Stanley, and, most recently, SBC Wealth Management, where he advised entrepreneurs, professional athletes, and other high-net-worth individuals. In spearheading Aaron Wealth Advisors’ Midwest expansion, Mr. McBroom will be assisted by Torey Crown, Vice President & Head of Client Service for Aaron Wealth Advisors.
“I was born in Indianapolis and raised in Carmel, as was my wife Lucia,” said Mr. McBroom. “We’re proud to be raising our two children in the community, and among the people, we grew up with.”
Mr. McBroom calls his new role with Aaron Wealth Advisors “a natural fit for a guy raised on Midwestern values of common sense and decency. My clients put their trust in my advice, and I take that responsibility seriously. I also look forward to helping Aaron Wealth Advisors in Indiana and the Midwest.”
An avid golfer and skier, Mr. McBroom serves on the executive committee for the American Cancer Society’s Indy Golf Classic, and volunteers regularly at local charitable organizations.
Mr. Hirschberg, whose public service includes a trusteeship with the Indianapolis Museum of Art at Newfields, said Mr. McBroom’s work with local charitable organizations such the American Cancer Society’s Indy Golf Classic “shows that his heart is with the community he loves.”
Today’s announcement is the latest in a series of significant events for the growing firm. Over the last two years, Aaron Wealth celebrated its 5-Year Anniversary, launched the Aaron Wealth Liquidity Execution Group, and opened an office in Newport Beach, California.
Aaron Wealth Advisors is a member of Dynasty Financial Partners’ network of independent financial advisory firms.