About Us

Your Local, Trusted Financial Advisors

Forman Investment Services, founded in 1999, provides retirement planning, estate planning, wealth management and more to the Columbus, Indiana area.

Learn more about the history of our firm.

Meet Your Financial Advisor

Troy Forman

Branch Manager and Financial Advisor, RJFS

Nick Combs

Financial Advisor, RJFS

Ben Kuhlman

Financial Advisor, RJFS

Staff

Cindy Forman

Event and Marketing Coordinator

Wade Forman

Wealth Management Director, FIS
Relationship Manager, RJFS

Maggie Combs

Marketing and Office Assistant

Caitlin Murray

Senior Registered Branch Associate

Ashleigh Shaw

Administrative Assistant

The FIS Approach

Find
Your financial advisor will review your needs, objectives, and risk tolerance and analyze the information.

Implement
Our team will implement your personalized wealth management plan and coordinate your tax and estate planning needs.

Simplify
Simplify your life through regular communication with your financial advisor while reviewing and updating your plan based on market conditions, the economy, and your changing needs and goals.

Our Investment Philosophy

We believe understanding what we stand for is fundamental to ensuring our relationship is successful. Here are 4 investment philosophies we follow:

We’re an action firm. We move toward your goals and keep them in motion.
We are an independent firm. Not all financial planning organizations are independent and required to work in the best interest of the client. We are a firm that is required to do so and we have an ethical responsibility to make only recommendations that help you, not earn us money.
We are committed throughout your life. Our client relationships are lifelong and ongoing. We’re committed to being here throughout all your life changes.
We care about you. It’s very hard to make relationships productive if the other person or entity doesn’t care about your situation as much as you do.

Raymond James

All securities offered through Raymond James Financial Services, Inc.

Raymond James has delivered 150 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.

Raymond James has been ranked the #1 Wealth Management Firm for Advised Investor Satisfaction and Most Trusted in the J.D. Power 2025 U.S. Investor Satisfaction Study.