Our Mission

At Munder Financial, we design intentional plans for individuals who have accumulated wealth by coordinating and maximizing their assets. As your financial navigators, we pledge to guide you through your finances throughout every stage of life. Those we serve have a clear vision of their path and view us as their guide on the road to stability and security

Munder Financial Team

Areas of Expertise

Financial Planning

Investment Planning & Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Wealth Management

Top Financial Security Professional

For the past three years, James has been recognized by Forbes as one of the best in state wealth advisors, one of the top next gen wealth advisors, and one of the best in state top financial security professionals in Indiana. Without the support of the Munder Financial clients, team, and the partnership with Northwestern Mutual, these achievements would never be possible.

 
Forbes 2025 Best-In-State Wealth Advisor

All research and ranking provided by SHOOK Research, LLC. Forbes Best-in-State Wealth Advisors list (April 2025, 2024). Based upon data as of June 30 the prior year. Forbes Best-in-State Top Next-Gen Wealth Advisors list (August 2023). Based upon data as of 3/31/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2023). Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. 

 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4