Address

3100 Village Pt #200
Chesterton, IN 46304

Contact

Phone: 219.926.1182

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 7:30 am–4:30 pm

Local Perspective, National Strength for Clients in Chesterton

Nestled near the southern shores of Lake Michigan, Chesterton blends small-town values with growing financial complexity—making trusted, high-level guidance more important than ever. At CAPTRUST Chesterton, our advisors combine deep fiduciary expertise with a keen understanding of what matters most to families, institutions, and employers in Northwest Indiana. Whether you’re designing a retirement plan that attracts top talent, stewarding a foundation’s investments, or navigating generational wealth planning, our team offers strategies built on clarity, care, and a long-term perspective. We don’t just offer advice—we build enduring financial partnerships.

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Chesterton

Capitalize on investment opportunities with guidance from a team of industry experts. Our commitment to your financial wellness provides our clients with advising services that put your goals at the forefront. Through a values-based approach, we support and lead you towards achieving objectives unique to your needs. Contact your local office today.

Our Team

Aaron Adcock

Vice President,
Financial Advisor

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Mark W. Chamberlain

Principal,
Financial Advisor

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Edward A. Cheatham

Vice President,
Financial Advisor

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Michael DeLeon

Financial Advisor,
Relationship Manager

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Craig Draper

Vice President,
Financial Advisor

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We provide financial advisory services to wealth management, retirement plan, and endowment and foundation clients. Regardless of client type, our approach to advising is to understand the client’s big picture and then provide them with tools, advice, and ongoing support to help them meet their goals.

Tim Rice