Indrika Arnold, CFP®

Senior Wealth Advisor

Concord, NH
Focus Areas

Multi-Generational Planning
Estate Planning
Philanthropic Planning
Wealth education

Client Specialty

Business Owners
Professionals
The Rising Generation

Community

Keene Endowment Fund, Trustee; Spaulding Academy & Family Services, Board Member; New Hampshire Estate Planning Council, Member

As a Senior Family Wealth Advisor at The Colony Group, Indrika provides clients with financial planning services while also helping the firm develop and refine Family Office services. She is a financial professional with more than 15 years of experience in the wealth management industry.

Indrika primarily serves ultra-high net worth individuals, business owners, and their families. In her current position, she focuses on all areas of planning and has a particular interest in helping business owners transition wealth from one generation to the next while preparing the next generation to receive and be responsible stewards of their inherited wealth.

Indrika served as a Senior Family Wealth Advisor at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, she was a Family Office Advisor at Daintree Advisors, LLC, and a Client Service Consultant at Wells Fargo Family Wealth and Calibre Advisory Services, Inc. in Boston where she worked directly with clients and their advisors to help clients understand, implement, and achieve their financial goals. She also worked in corporate and retail banking at ANZ Grindlays Bank in Sri Lanka.

Indrika is a member of the New Hampshire Estate Planning Council, Trustee of the Keene Endowment Association, and serves on the Board of Spaulding Academy & Family Services.

She earned a Master of Science degree in Financial Planning with honors from the McCallum Graduate School of Business at Bentley University and a Bachelor of Science degree in Computer Science, summa cum laude, from Keene State College. In addition, she has held the CERTIFIED FINANCIAL PLANNER™ certification since 2008.

Outside of the office, she loves spending time with family, decorating cakes, and reading. Indrika is originally from Sri Lanka and has been married to Nissanka for 16 years, together they have a daughter, Shaya.

Published Insights

A simple checklist to get your wishes met later in life

"If you have children, you want to have a will; that’s what determines who takes care of them,” said Indrika Arnold via MarketWatch.

How to Talk to Your Adult Children About Your Finances. And Why It’s Important.

“In initial communications with the next generation, regardless of age, sometimes other, more important messages get lost when numbers enter the conversation,” says Indrika Arnold.

It’s Never Too Late for a Family Meeting – Here’s How to Do Them Well

As Appeared in Kiplinger. Jane and John, who are parents to four adult children, have amassed substantial wealth during their careers. To experience the joy of seeing their children...

Making a Gift This Year? Some Key Questions to Consider

As Appeared in Kiplinger. With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of...