Brian W. Upchurch JD, CPA, CFP®, CIMA

President and Managing Director

(317) 663-6500

Education:
Ball State University
Indiana University School of Law

Degree
B.S. Accounting, with honors
Doctor of Jurisprudence

Certification
Certified Public Accountant
Certified Investment Management Analyst
Certified Financial Planner™ Professional
Series 65

Industry Experience
Since 1987
1987-2005 – Ernst & Young – Partner and Area Director of Financial Planning
Ernst & Young Investment Advisors – Board of Directors

Column Experience
Co-founder – Since 2005

Hometown
Muncie, Indiana

Resides
Fishers, Indiana

Activities
Indianapolis Zoo – Planned Giving Committee and Advisory Council
Stanley K. Lacy Leadership Alumni Association

Memberships

Investment Management Consultants Association
American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society
Financial Planning Association (FPA) of Greater Indiana
National Association of Personal Financial Advisors (NAPFA)
Indiana Bar Association (past member)
Hawthorns Golf & Country Club
West Bay Beach and Golf Club – Estero, FL

Brian co-founded Column Capital in 2005 after serving as a Partner and Area Director of Financial Planning for Ernst & Young. He is primarily focused on the continued success of the firm and its clientele. He is equally committed to serving his clients’ financial, tax and investment planning needs. Brian and his wife Amy reside in the Geist area and have three children. He is an avid golfer and tennis player. He and his family attend Waterline Church in Fishers, Indiana.

Latest Blog Post

Weekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk

September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Weekly Market Insights: Friday Rally Stems Week of Losses

July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Weekly Market Insights: Markets Start 2021 on a High

January 19, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

*Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANYQUESTIONS: Column’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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