Charles Liles has a distinguished career in financial services dating back to the early 1980’s with Bank One, Oxford Financial Group, and most recently, Charles A. Liles & Associates. In the late Summer 2023, Charles merged his firm into Total Wealth Planning to fulfil his needs to expand services to clients and ultimately serve as his retirement and succession plan.
Charles passionately serves clients and guides them with a commitment to fundamental principles, a well-defined process, time, and patience as the keys to unlocking a successful investment and wealth management program. This program includes evaluating and integrating all aspects of insurance, savings and credit, estate planning and family giving, charitable giving and philanthropy, retirement planning, and taxes into a complete wealth management plan, otherwise known as a Total Wealth Plan.
Charles has a strong sense of community volunteerism demonstrated by leadership positions with the Economic Club of Indianapolis, the Indiana Historical Society as Trustee and Treasurer, and as a Governor of the Society of Indiana Pioneers. His professional affiliations include NAPFA (the National Association of Personal Financial Advisors, an association of fee-only financial advisors), the Estate Planning Council of Indianapolis and the Cornerstone Council of the Central Indiana Community Foundation.
He is a graduate of the University of North Carolina at Greensboro with high honors in business and economics. He and his wife Lisa are the proud parents of Charles, Jr., a graduate of Indiana University and working in the Los Angeles area, and David, who lives in Noblesville, IN.
Charles and Lisa attend Second Presbyterian Church where he serves as an Elder, and a Trustee of the Church’s Endowment.