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Your Dreams. Our Guidance.

Instilling Confidence Through Financial Education

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Customized Financial Planning Services for
Greenwood and Franklin, Indiana

We're Promise Advisory Group, a team of independent financial advisors in the Johnson County area dedicated to delivering a professional financial planning experience that fits your career path today and life goals for tomorrow. From college savings and life insurance to retirement income strategies and estate planning, we're here to help.

We Put Professional Service on a More Personal Level

Maybe you're looking into your retirement plan for the first time or perhaps you’re exploring saving options for future generations. Whatever your situation is, we provide comprehensive financial planning designed to optimize your financial future while working with a team you can rely on. Our team of financial professionals, led by Shellee Pietras CFP®,  gives you the advantage you deserve with fiduciary standards that put your best interests first. 

affiliation Five Star Professional

Get To Know

Your Financial Planning Team

We'll Lend Our Experience However We Can

Since 2002, we have helped families and individuals pursue financial wellness through comprehensive and goal-based financial planning and targeted financial plans. Led by CERTIFIED FINANCIAL PLANNER™ Shellee Pietras, your team is built by professionals who are dedicated to your success.

Shellee Pietras Photo

Shellee Pietras

President, CFP®
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Shellee Pietras

Shellee Pietras

President, CFP®

Shellee has been helping clients since 2004. Formerly mentored by Steve Gould, she has a broad base of training in life insurance, retirement planning and investments. She graduated from Indiana University with a Bachelor of Science Degree in Business Management and Organizations. Shellee has also earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Earning these marks required extensive coursework in a broad range of financial subjects, rigorous examinations, significant work experience and adherence to a strict code of ethics.

Promise Advisory Group has built its practice with pride in loyal clients and strong customer service. Shellee’s business continues to grow through the recommendations of clients’ friends, family members and colleagues.

Shellee and her husband, Aaron, have two daughters and are active in their church and various outreach programs. To meet with Shellee and learn more about how she can help you work toward a more confident financial future, please contact Promise Advisory Group to set up a consultation.

Olivia Pierce Photo

Olivia Pierce

Client Services
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Olivia Pierce

Olivia Pierce

Client Services

Olivia Pierce started with Promise Advisory Group in 2015 as an intern. She graduated from the University of Indianapolis in 2017 with a degree in business administration and management. She began working full-time after graduation. Olivia helps Promise Advisory with client services.

Olivia and her husband, Tyler, live in Bargersville with their two sons, Thompson and Cohen, and their two dogs, Bella and Remington.

Morgan Pietras Photo

Morgan Pietras

Financial Advisor
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Morgan Pietras

Morgan Pietras

Financial Advisor

Morgan, daughter of Shellee Pietras, graduated from the Kelley School of Business at Indiana University in 2022 with a degree in finance.  She hopes to further her career in the financial industry with Promise Advisory Group.  Morgan is currently a licensed financial advisor as well as life insurance agent.

Morgan lives in Indianapolis with her dog, Tucker, and loves to spend her free time with her friends and family.  She enjoys traveling and experiencing new adventures.

Offering Experienced Financial Planning

Close to Home

Working With Indianapolis Professionals from Greenwood to Franklin and Beyond

Our team works with a range of professionals in a number of industries to help you align your money with your goals. Whether you're a young professional just starting out or someone ready to enjoy your golden years, we are well-versed in helping you through all stages in life. 

We've Helped Those Including:

Young Professionals

You may be a few years into your career and wondering what you can do today to prepare for the future.

We can help by:

  • Discussing your savings plans options.
  • Analyzing cash flow spending.
  • Developing a budget that fits your lifestyle.
  • Diving deep into your employer benefits.
  • Exploring asset allocation and investment options.
  • Talking through your retirement savings goals. 

Mid-Career Professionals

You and your family may be facing extra costs such as college expenses, or you may be wondering if you're on the right track for retirement.

We can help by:

  • Preparing for your child’s college savings plan.
  • Examining your current portfolio.
  • Exploring your current savings to determine if you’re on track toward retirement.

Pre-Retiree & Retirees

You might be getting ready to retire, or maybe you're now enjoying retirement. Either way, it's likely you're wondering how you can budget effectively and diversify your income during this new and exciting stage in life.

We can help by:

  • Exploring your finances to determine your ideal retirement date.
  • Creating a customized cash flow plan. 
  • Budgeting for your new retirement lifestyle.

Are You a Public Sector Employee in the Indiana Area?

We understand the unique financial challenges you may face now and through retirement, especially compared to your private sector counterparts. Whether you're a teacher, firefighter, police officer or government official, we have experience in analyzing and optimizing your specific employer benefits. 

Ready To Get Started?


Our Process

Instilling Confidence Through  Financial Education

Your financial success isn’t just about how well your investments are performing. We’re dedicated to optimizing your financial future through education and by developing deep working relationships built on integrity, communication and support. We believe that by developing a deep understanding of your and your family’s short- and long-term goals, we can pave a better path as we strive toward financial prosperity. 

Here’s How We'll Get There...

Step 1

Welcome Meeting

Together, we'll kick off a welcome meeting where we'll discuss your goals and dreams with our team and explore potential new avenues for investing and saving.

Step 2

Information Gathering

After the welcome meeting, we’ll leave you with a homework sheet outlining all the necessary financial information and documents we’ll need to get started.

Step 3

Plan Creation

We'll take a deep dive into your documents and information and will get to work developing strategies and investment options as part of your customized financial plan.

Step 4

Plan Presentation

During this stage, we'll present our plan and discuss how it supports your goals. We will also go over fees and tools that you can leverage to keep you on track.

Step 5

Implementation and Monitoring

After we've created a personalized plan for your specific needs, we will implement recommendations and establish regular meetings to monitor progress.

But, That’s Just the Beginning.

Bringing You Ongoing Guidance, Year After Year

For as long as you need us, we’re here to answer your questions and check in regularly to ensure everything is still on track. We believe your financial success isn’t just a number, and you are not either. Because we take a personal approach to your financial goals, we've made it simple for you to get in touch with a member of our team who knows you and your personalized plan at any time.  


Get in Touch

How Can We Help You Reach Your Goals?

We serve the greater Indianapolis community including Franklin, Johnson County and beyond to instill financial confidence today, tomorrow and into the future. 

Discussing the financial future for yourself and your family can be complex and personal, but it all starts with having a conversation. We look forward to having one with you!

Ready to Schedule Now?

Using the links below will allow you to pick an appointment time that fits your schedule. We have offices in Greenwood and Franklin as well as options to do remote appointments. Please select the appropriate option below to get started. 

Greenwood Office   Franklin Office  Remote