THE UNBIASED ADVISOR
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Get to Know Krisna

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​My main mission has been to develop a better understanding of financial markets and instruments to help clients achieve their goals in the most efficient manner as possible.  This blog is an outgrowth of my understanding, and I hope that it may illuminate light for those seeking a better understanding of markets and financial planning.
I received my Bachelor of Science in Public Finance at Indiana University in 2001.  After graduation, I joined a small advisory business, Diversified Financial Concepts, in Indianapolis.  In 2007 I decided to open my own practice called Om Wealth Management, and later joined Mike Dickerson to form Engage Financial Group in 2018.
I’ve been an active community member since putting down roots in Zionsville, a small suburb of Indianapolis, with my wife and two daughters.  I currently serve on the Board of Directors of the CFA Society of Indianapolis, whose mission emphasizes the importance of ethics and educational development in the financial industry.  I also serve on the Board of Directors for the Community Foundation of Boone County.  Prior to that, I was President of the Zionsville Chamber of Commerce from 2015 to 2017.
As a father of two girls, free time feels like a luxury most days.  I do, however, manage to make time for Physical Fitness, both as an athlete and as a trainer.  I also read as often as I’m able—mostly non-fiction books about economics and behavioral biases.


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Investing involves risk, including the loss of principal.  The opinions stated on this blog are those of Krisna Patel alone and are not affiliated with any other institution or organization. All material is for general informational purposes only and is not intended to serve as tax or legal advice. Any financial information posted on this site does not constitute a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. We reserve the right to change any and all blog content at any time without notice. Reference to any products, services, processes or other information, by trade name, trademark, manufacturer, supplier or otherwise does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by Krisna Patel or The Unbiased Advisor.
​This communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, IN, MD, MN, OH, SC.  No offers may be made or accepted from any resident outside the specific states referenced.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.
  • Home
  • Research
    • Articles
  • About
    • Krisna Patel
    • Disclosures
  • Contact