Corevision Financial Group
36yrs
Top advisor by experience at Corevision Financial Group
Corevision Financial Group
Shelbyville, IN. Legal name: CVFG LLC
About the firm
A registered investment advisory firm based in Shelbyville, Indiana, with about 3 offices. It manages about $1.15 billion for roughly 1,290 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$786,570
Assets under management ?$1.15 billion
Individual clients1,290
Median years of experience21
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Corevision Financial Group
9Advisors
21Median years of experience
2States with offices
3Offices
Also known as
Paradigm Wealth Partners · Cvfg LLC
About Corevision Financial Group
How do I contact Corevision Financial Group?
Call the main office at (317) 398-8200. The main office is at 2177 Intelliplex Dr. Suite 201, Shelbyville, IN 46176.
How is Corevision Financial Group paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Corevision Financial Group offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Corevision Financial Group?
We list 9 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.