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Above & Beyond Investments

  • Affiliated Company:
  • The Burton Group

Helping You Prepare

for financial independence

Helping You Prepare

for financial independence

Helping You Prepare

for financial independence

(812) 334-4000
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Above & Beyond Investments, LLC

Above & Beyond Investments, LLC, an Indiana and Texas Registered Investment Advisor headquartered in Bloomington, Indiana, provides comprehensive financial planning and asset management. Our mission is to provide the individuals, families and businesses we serve with innovative strategies, practical solutions and thoughtful planning that result in clarity, security, and overall financial health. Treating people like we would want to be treated, making strong commitments to our clients and building life-long relationships are tenets of our success.

We provide investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts and a negotiated fee structure upfront before you decide to invest with us. Our goal at Above & Beyond Investments, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. This may include income planning, tax advising, insurance protections, debt reduction and portfolio growth.

*Insurance offered through The Burton Group.

Financial Solutions


Our mission is to provide you with innovative financial strategies and retirement solutions to help improve your quality of life. building life-long relationships are tenets of our success...

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Investment Management


We develop a personalized asset allocation model based on an individual’s risk-tolerance and financial needs. Our goal is to maximize investment returns...

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Retirement Planning


Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity...

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Contact

5015 W State Rd 46
Suite J
Bloomington, IN 47404
  (812) 334-4000
 (812) 333-0805
  info@abovebeyondinvestments.com

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No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications. If you wish to contact the webmaster of this website, please call 812-334-4000.

Disclaimer of Warranties and Limitations of Liability This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Above & Beyond Investments, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by John Burton, a Registered Investment Advisor in the State of Indiana and Texas. Tax services are offered through The Tax Place of Southern Indiana, LLC. Insurance products and services are offered through The Burton Group. The Burton Group, The Tax Place and Above & Beyond Investments, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Above & Beyond Investments, LLC, The Burton Group, The Tax Place and John Burton are not affiliated with any government agency. All tax and investment advice is offered in person by appointment. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to Luson Media. Unauthorized use of the material is prohibited.