Doyle Investment Management
29yrs
Top advisor by experience in Bargersville
8yrs
Nathan Eix has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Bargersville, Indiana. Nathan has been with Truepoint since 2025; before that, Nathan spent four years at Wealthpoint Advisors. Nathan holds the CFP® designation.
One of 6 advisors with offices in Bargersville, and one of 6 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeBargersville, IN
FirmTruepoint
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.18 million
Advisors at the firm40
States licensed ?1 state
Services through Truepoint
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowTruepoint, Inc.Current firm
- 2020 – 2023Wealthpoint Advisors LLCPreviously
Contact Nathan
(513) 792-6648Firm headquarters in Cincinnati, OH. Ask for Nathan. Bargersville, INOffice · Get directions YouTube channelTruepointIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call Truepoint at (513) 792-6648 and ask for Nathan Eix. Nathan works from the Bargersville, IN office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Nathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Truepoint reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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