About Us

Our Team

Jason Randlett,CFP®

Jason co-founded Sycamore Wealth Management to provide a client-centered approach to wealth management. Jason is a humanitarian at heart. Upon graduating from Bentley College with a BS in Finance, Jason spent 2 years in the Peace Corps in Mali, West Africa. He continues his philanthropic ways through charitable gifting and volunteer work in both the Rotary and Lions club.

Jason’s background as corporate controller gives him strength in cash flow management and strategic tax planning.  Jason’s experience as an entrepreneur gives him insight into how successful business owners think.  Jason focuses on Financial Planning for his clients on the road to success and wealth management for those that have arrived.

You can email Jason at jason.randlett@sycamorewealthmanagement.com

In Memory of Eli Baker

Eli helped to co-found Sycamore in 2017.  Eli passed in 2020, but his spirit and and enthusiasm live on every day at Sycamore.

Eli grew up in Indianapolis and went on to graduate with honors from Xavier University.  His hobbies included golf, tennis, reading and community participation.  Eli was a passionate supporter of the Hoosiers, Musketeers, Colts and Pacers.  He will always be missed.

 

 

Community

At Sycamore, we believe in being active in the community.  We offer solutions for clients to provide for their favorite causes in a way that maximizes tax benefit, reduces portfolio risk, and is consistent with their estate plan.

Sycamore also offers all non-profits, endowments & foundations a 20% discount off our standard advisory fees (see Pricing tab) . Below are some of our favorite groups for participation and support.