About
A specialist, on purpose.
Ted Byrer spent decades in traditional wealth management. He built this practice around the work he still wants to do: guaranteed income, protection, and a clean handoff — without a product shelf he does not control.
Ted Byrer
Retirement Income Specialist
Independent Insurance Agent
Byrer Wealth Management, LLC
ExperienceIntellectual CapitalPersonal Service
Ted has been working with individuals and businesses in the greater Indianapolis area for more than 28 years. The through-line is not a ticker. It is whether a household can fund the life it already chose — and whether a death, a disability, or a long care event is allowed to undo that.
He is no longer securities licensed. That is a specialization, not a footnote. Byrer Wealth Management, LLC is an independent insurance practice — fixed indexed annuities, fixed life, long-term care, disability, accident, and property & casualty. Not tied to any single carrier. The recommendation is allowed to come from more than one manufacturer. The conversation is allowed to start with your bills instead of a model portfolio.
Clients still get a person. Not a call center, not a rotating “wealth team,” not a contest week. If the right answer is that you already have enough coverage, that is the answer.
Why work with Byrer Wealth Management, LLC
As a dedicated fixed annuity and insurance specialist — not tied to a single carrier — Byrer Wealth Management, LLC is built to help you cut through product complexity and identify the strategy that actually fits your income needs, time horizon, and legacy goals. If protecting a portion of your portfolio from market risk and sequence-of-returns risk is part of your plan, let’s talk.
Independent
No house product. Contracts are compared for the job they have to do — rate, rider, surrender schedule, and the insurer behind the promise.
Insurance only
Fixed indexed annuities, fixed life, long-term care, disability, accident, and property & casualty. No stocks, bonds, mutual funds, or variable contracts.
Licensed in 14 states
Office in Westfield, Indiana. Conversations in person, by phone, or by video — by appointment.
- Indiana
- Alabama
- Colorado
- Florida
- Georgia
- Illinois
- Kansas
- Kentucky
- Missouri
- North Carolina
- Ohio
- South Carolina
- Tennessee
- Texas
How a first conversation goes
Bring the questions, not a binder — unless you want to. Ted will want to know what the money has to do: the floor of expenses, who depends on you, whether a business or land has to stay in the family, and what a care event would do to a spouse. If insurance is not the lever, he will say so. If it is, you will leave with a next step that is specific.