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    Here’s our story. We look forward to hearing yours.

    At Casey Wealth Consultants, our sole focus is YOU.

    About Casey Wealth Consultants

    Casey Wealth Consultants exists to create the ultimate client experience. By providing financial leadership through all possible avenues, CWC provides honest and up-to-date financial services to help families achieve financial independence. We aspire to assist clients with good stewardship in their accumulation years, help build an easy transition into retirement with the implementation of an individualized distribution plan and facilitate legacy planning to carry wealth on to many generations.

    Casey Wealth Consultants is a financial services firm working to help both retirees and pre-retirees secure their financial legacy. Our mission is to build lifelong relationships with our clients rooted in performance and trust, making sure clients have the retirement security they deserve. Our team strives each and every day to help make sure you’re living the retirement you want to live. At Casey Wealth Consultants, our sole focus is YOU.

    With their combined experience and varied skills, Joe and Candice Casey work alongside each other to form a versatile husband and wife team capable of providing the personalized, comprehensive services retirees and pre-retirees need to achieve financial independence.

    Away from work, the Caseys are active members of their church and assist in many community outreach programs. They have been married since 2002 and have two sons, Will and Ben.

    Joe Casey, RFC

    Founder / Chief Financial Consultant

    Joe Casey is founder and president of Casey Wealth Consultants.  CWC is a financial services firm working to help both retirees and pre-retirees secure their financial legacy.  Joe’s investment discipline is to help his clients protect their assets, take income and grow their nest egg in the most efficient way.  

    Joe’s areas of focus include: Retirement Income Strategies for lifetime paychecks, Social Security Optimization to help clients get the most monthly benefits, Wealth Preservation to protect what clients have spent a lifetime accumulating, Institutional Wealth Management that is designed for low volatility control avoiding the major shifts in the market, Tax Strategies that reduce and/or eliminate taxes, health planning that helps protect assets from nursing home spend down, and wealth transfer to efficiently transfer assets to the next generation.

    Joe has helped hundreds of individuals retire successfully using fundamental principles for proper wealth management. After earning his theology degree from Valor Christian College, Joe went on to complete post-graduate work at Kaplan University where he earned a business degree.  He is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants which required coursework in a broad range of financial subjects.  He is a licensed insurance professional and holds a Series 65 license.  Joe is an Investment Advisor Representative of Global Financial Private Capitol LLC, a SEC Registered Investment Advisor

    Away from work, Joe is an active member of his local church and assists in many community outreach programs. In 2002, Joe married the love of his life Candice Casey and together they have two sons Will and Ben Casey. Joe & Candice work alongside each other providing the perfect husband and wife team.  With their combined experience and varied skills, Joe and Candice Casey form a versatile team capable of providing the personalized, comprehensive, services retirees and pre-retirees need in order to achieve financial independence. 

    Candice Casey

    Financial Consultant

    Candice Casey is co-founder of Casey Wealth Consultants and a financial consultant.  Candice’s areas of focus include: Medicare planning to help clients achieve quality coverage and get the most affordable rates, Retirement Income Strategies for lifetime paychecks, Social Security Optimization to help clients get the most monthly benefits, Wealth Preservation to protect what clients have spent a lifetime accumulating,  Tax Strategies that reduce and/or eliminate taxes, Long Term Care planning that helps protect assets from nursing home spend down, and Wealth Transfer that efficiently transfers assets to the next generation.

    Candice leads a specialized women’s group at CWC called “Leading Ladies,” which is an educationally and socially driven program designed to empower ladies within our business to take a leading role when it comes to their money.   Candice is also an instructor with Empower University, where she teaches about wise principles for individuals approaching retirement.

    Candice attended Valor Christian College and achieved a degree in Christian education. She then furthered her education and acquired professional licensing through Kaplan University.  Candice’s dedication to helping clients has led to a loyal, growing, clientele. Outside of work, she is mother to Will and Ben Casey and volunteers in their family’s local church. The joy of Candice’s life has been working with Joe living life together with one another and their community in Louisville.

    Mike Battaglia

    Financial Consultant

    Mike believes that proper planning today ensures a secure future tomorrow. He uses sound financial principles when advising his clients. He is most often complemented by his clients for his ability to listen to their needs and presenting innovative solutions to the problems that concern them about their financial future. Mike’s approach is thorough, professional and tailored to the individual’s specific situation and concerns.

    Mike is from a small rural community in central Indiana. Growing up in this farming community has instilled in Mike the values that he lives by today: Honesty, Integrity, Hard Work, and Loyalty to Family and Friends. Mike has been in the financial services industry for 8 years. He is attended Indiana State University and studied business administration. He holds a degree from Valor University in Pastoral Theology. Mike studied at Kaplan University to acquire his financial licenses and designations. Mike is a licensed Investment Advisor Representative and is a licensed insurance agent. He is a husband to Jennifer, his wife of 24 years and has two beautiful daughters Kayla & Brittany. Kayla is married to Brandon and they have Mike’s grandson “Davis Michael”. Brittany is married to Adrian and they have Mike’s 2 granddaughters “Ava” and “Lylah”.

    Mike is an avid outdoorsman and enjoys spending his down time with his wife and family hiking, camping, and fishing. Mike is an active member of his local church and serves there by teaching adult leadership classes and directing outreach projects. He is also a board member of Wabash Valley Teen Challenge. Mike believes in giving back to the community and is a regular donor to: Disabled American Veterans, Salvation Army, Riley Children’s Hospital, Crisis Pregnancy Center, and The Make a Wish Foundation.

    Mercedes Eckert

    Marketing Director

    After graduating from Valor Christian College in 2009 with a degree in music & arts, Mercedes achieved her BA Degree at Indiana University Southeast. Mercedes has 5 years experience in management and marketing and has been with CWC since 2011. Her experience and passion for people are continually an asset to our clients and our company.

    Mercedes is a key part of our Casey Wealth Consultants team – and plays a vital role with our clientele. She helps plan & facilitate our public educational events as well as our client events. In addition to managing our events & calendar, Mercedes also helps provide up-to-date and educational information through our weekly e-newsletter, our bi-monthly print newsletter, and many other timely books and articles for our clients and prospective clients. She is a resource for our clients to make sure they know what events and services are available for them and their friends & families.

    Growing up in a large family in Indianapolis with parents who pastor, family has become a huge passion for Mercedes. She and her husband Daniel raise their 2 daughters, Eliada and Alexis, in the Louisville Metro area. Mercedes has been actively involved with many community organizations from Big Brothers Big Sisters to her local church.


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@askthecaseys.com or call us today!

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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
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