Boutique level service. Institutional level experience.
Great Service Starts With A Great Team!
Onajh’ brings over a decade of financial services experience and serves as Chief Executive Officer of Circle Financial Planning Inc. His background includes leadership roles in business development, modern wealth management, and advisor coaching—most recently as Vice President and Business Development Manager at Morgan Stanley, where he led initiatives to enhance advisor performance and client outcomes across central Illinois, Indiana, and the Ohio Valley.
A graduate of Fisk University with a degree in Financial Economics, Onajh’ combines strategic vision with a deep commitment to integrity, innovation, and client service. His leadership will continue to drive Circle Financial’s growth and uphold its standard of excellence.
He currently resides in Fishers, IN with his wife Taylor, their 3 sons, Gabriel, Amani, and Josiah, and their golden doodle, Zuri.
Onajh Porter is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Onajh Porter is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Rebecca Muller CFP, CFS
Founder, Wealth Coach
Rebecca Muller CFP, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Rebecca Muller CFP, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: FL, IN, KS, MI, MN, OH, SC, TX, VA
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Licenses
- Series 22, 6, 65, 7, 7TO
Samuel Ellsworth CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Samuel Ellsworth CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IN
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Licenses
- Series 63, 65, 7TO
Michael Lantz CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Michael Lantz CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IN
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Licenses
- Series 63, 65, 7TO
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Address
8275 ALLISON POINTE TRAIL SUITE 375
INDIANAPOLIS, IN 46250
Our Clients Mean So Much to Us