Portrait of Andy Penso

Andy Penso MS, CFP®

Partner and Managing Director

Based in Indianapolis, Andy helps individuals approaching retirement navigate the transition from work to retirement, tax coordination, estate planning, and major life changes

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Andy Typically Helps

Individuals approaching retirement, retirees adjusting to a new financial stage, people navigating divorce, widows and widowers, families seeking coordinated tax and estate guidance.

Serving Clients in

Indianapolis • Carmel • Zionsville • Fishers • Meridian Hills • Communities throughout Central Indiana

Available nationwide through virtual meetings

Questions Andy Helps Answer

• How can I prepare for retirement and transition to retirement income?
• What should I prioritize financially during divorce or after losing a spouse?
• How can I coordinate tax decisions?
• How can I address estate-planning needs?
• How can I create a clear path through a major life change?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Andy Penso is a Partner and Managing Director at Mission Wealth. He is responsible for developing and executing strategies to drive business growth and expand the firm’s client base.

For over 20 years, Andy has delivered financial planning, asset protection, and tax planning solutions to high-net-worth clients. He has an impressive track record of building strong relationships with clients, understanding their unique needs and goals, and developing customized solutions to help them achieve their financial objectives.

I feel privileged to work with some of the most intelligent and nicest people and to help them reach their goals. I am proud to help clients enjoy their retirement so they can focus on their passions."

Andy’s Frequently Asked Questions

Clients can expect Andy to help them develop a clearer understanding of where they are today, where they want to be in the future, and the most appropriate path for moving forward. His process is grounded in building trust, understanding each client’s priorities, and organizing the financial decisions connected to their goals.

Professional Background

Andy Penso joined Mission Wealth in 2005 because he strongly believed in the company’s commitment to providing its clients with financial planning and investment advice while maintaining high ethical standards. He has worked extensively advising clients, including business owners and investment-oriented individuals.

Andy has a Bachelor of Arts in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara (UCSB), as well as a Master of Science in Financial Planning from the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Andy understands the importance of balancing work and leisure. After moving from Santa Barbara to Indianapolis with his wife, Jaclyn, and their two children, Rose and Henry, Andy’s passion for staying active has continued with his love for swimming, golf, pickleball, platform tennis, and triathlons.

A couple smiles together in a scenic park with a grand building and blue sky in the background.
Andy Penso proudly holds a diploma alongside his smiling golden retriever in a training facility.
Two climbers celebrating at Uhuru Peak, the highest point in Africa, with a green sign detailing its elevation and significance.

Request an introduction to Andy Penso.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Andy Penso and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Andy Penso.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Andy Penso and Mission Wealth may be the right fit to support your life and financial goals.