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Customized Financial Game Plans

Built to Propel You Forward


Start Building Your Plan

Success Takes Patience, Discipline and a Coach

We’re Bobby Plumps & Associates. A 56-year-old  Hoosier-built financial advisory firm dedicated to championing your financial goals into victories. Based in Indianapolis, Indiana, we work with a range of clients to help them prepare for financial independence through sound planning and investment management. Whether you are an Indiana resident or from a different state, welcome to Bobby Plump & Associates.



Strategic Financial Planning With a Small-Town Feel

We enjoy what we do, and we really hope it shows. Whether you’re preparing for retirement or just starting to think about your future, we'll help you get and stay ahead of your personal financial goals.

Get Started Today

A Game-Winning Team

We believe that great teamwork can yield great results. Our experienced team is your source for in-depth, professional advice designed to help you build a strong game plan that aligns with your personal goals.

Meet Our Team

You miss 100% of the shots you don't take.

-Wayne Gretzky

It is better to live rich than to die rich.

-Samuel Johnson

Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor. It's about stewardship and, therefore, about achieving the good society.

-Robert J. Shiller

I believe that through knowledge and discipline, financial peace is possible for all of us.

-Winston Churchill

To improve is to change; to be perfect is to change often

-Dave Ramsey

Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.

-Benjamin Franklin

Meet the Team

Putting Financial Confidence within Reach
Bobby Plump, CLU, ChFC Photo

Bobby Plump, CLU, ChFC

Founder, Licensed Insurance Agent
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Bobby Plump, CLU, ChFC

Founder, Licensed Insurance Agent 


I started working in financial planning to help people pursue their financial goals by helping them prepare for a better future. Since founding Bobby Plump & Associates in 1963, my clients and I have navigated many economic ups and downs in the market. I’m a proud Hoosier from southern Indiana and a graduate of Butler University. 

When I am not in the office, I am usually talking with people at Plump’s Last Shot, spending time with family and friends, fishing or answering phone calls and emails on my book, “Last of the Small Town Heroes,” which is about my Milan High School basketball story that inspired the movie “Hoosiers.” 


Michael Piechocki Photo

Michael Piechocki

Investment Adviser Representative
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Michael Piechocki

Investment Adviser Representative


I am a Purdue University graduate and began working with Bobby Plump & Associates in 2003, helping clients through financial and retirement planning and management. I am dedicated to working with clients to identify their short and long-term financial goals. 

I enjoy working with people in a casual environment to prepare them for a financially secure and fulfilling future. On a day-to-day basis, I work with clients and manage their personal assets to ensure their investments are inline with their financial goals. 

Outside of the office, I am usually fishing, cooking or working on the itinerary for the next sight seeing trip either within the "states or abroad". I am also a proud member of the Western Golf Association and the KSKJ (American Solvenian Catholic Union). 

Kelli Plump Piechocki Photo

Kelli Plump Piechocki

Administrative Assistant
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Kelli Plump Piechocki

Administrative Assistant


I am the friendly face that greets you as you walk in to Bobby Plump & Associates. I genuinely like helping people and seeing them succeed in their short- and long-term financial goals. We understand that family and career needs can keep you busy, and I work to make sure you’re updated on the next steps of your financial journey with us. 

I am a proud Purdue University graduate with a bachelor of arts degree in Education and have worked as an elementary educator in Indianapolis and Los Angeles. I am currently a licensed insurance agent and a member of the Purdue Alumni Association and the John Purdue Club. 

Outside of the office, you can find me taking care of my two grandchildren every chance I get, reading, baking and enjoying our lake.

*. Does not offer securities products or services at  CETERA .


Help Leading You to Victory

By Keeping Our Eyes On the Prize


Downtown Indianapolis Indianapolis, IN Bobby Plump & Associates

Your Indianapolis Financial Partner Helping You Put Your Goals Into Play

When it comes to your financial goals, we excel as a team to create a customized game plan to fit your needs. Our philosophy hinges on our 50+ year history and small-town approach to help our clients reach for and achieve their short and long-term goals.

Founder Bobby Plump is a proud Hoosier with a long Indiana history. Leading the Milan High School basketball team against the odds to victory during their state championship game in 1954, Bobby learned at a young age that beating the odds is less about talent and luck and more about determination, teamwork, discipline and education. 

We are excited to begin working with you to help you achieve your financial goals. Our team is your connection to professional insight to your investments and savings with a personalized approach.


Create Your Customized Financial Plan

Developing Your Game Plan

For a More Secure Financial Future

Dedicated Team Indianapolis, IN Bobby Plump & Associates

A Dedicated Team in Your Corner

We believe in offering personalized, quality financial advice to those who need it most - not those with the highest net worth. Our small-town approach and client-centered focus works to create a simplified plan of your complex financial issues so you can stay on the road to your goals. We give you the advantage of professional insight paired with personal service to give you a more comprehensive look into your personal finances.


At Bobby Plump & Associates, We Support You Through


Financial Planning Indianapolis, IN Bobby Plump & Associates

Financial Planning

Discovering and building on your future goals.

Our comprehensive financial planning services put you in charge of your future with budgeting strategies and cash flow plans that put your lifestyle goals within reach. Whether you’re saving for a college fund or you’re looking to put more funds into your savings, we can help you get there.

Portfolio Management Indianapolis, IN Bobby Plump & Associates

Portfolio Management

Designed to make the most of your investments in a changing market.

From managing your personal assets to exploring your employer’s benefits, we can develop strategies and manage your diverse investments. We are open to your needs and managing your assets so you can make the most of your investments.


Retirement Planning Indianapolis, IN Bobby Plump & Associates

Retirement Planning

Supporting your needs now & through retirement.

You’ve worked hard for your money, we’ll help you put it to good use in retirement. We can discuss diverse saving options to help you prepare or plan for a retirement that you can enjoy. And no matter your age, it’s never too early to begin planning for retirement. We're here to help you get on track by answering your big questions surrounding retirement planning.

Income Planning Indianapolis, IN Bobby Plump & Associates

Income Planning

Understanding your income options through retirement.

Our team helps you secure a financial strategy that allows you to enjoy retirement with a tactical cash flow plan. You are not alone in your retirement. We are here to help you manage your assets to allow you to stay on track towards supporting your future lifestyle needs.


Ready to Get Started?


Schedule a Complimentary No Obligation Consultation

50 Things: What a Financial Professional Does for You

Who we Work With Indianapolis, IN Bobby Plump & Associates


Interested in Learning More?


Give Us a Call

Pave Your Way to Financial Success

With a Straight-Forward Approach

What to Expect

Our simple game plan is designed to jumpstart your financial future.


Step 1

We'll begin with a quick 10-15 minute chat so you can get a feel for our approach and management style.

Step 2

Then, we'll schedule a one hour fact-finding meeting to learn more about your assets and needs.


Step 3

Afterwards, we assemble a to-do action plan to help us stay on track as we move your goals forward.

Step 4

Our structured approach gives you a simple and self-explanatory blueprint to make sure you understand where your finances are and where they are heading.


Our Door Is Always Open

Have a quick question or a concern? Our client-centered focus and personal approach means you never have to worry about hitting a phone tree, getting passed around or feeling like a number. You can expect clear answers from someone you know each and every time you give us a ring.


Schedule a Free ConsultationNo Obligation  

 

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