Fiduciary advisors in Indiana

Alexandria, Indiana

Troy Jerrils- Dave Ramsey SmartVestor Pro is an investment advisory firm in Alexandria, Indiana. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Auburn, Indiana

Credent Wealth Management - Auburn, IN is an investment advisory firm in Auburn, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Avon, Indiana

Hendricks County Wealth Advisors is an investment advisory firm based in Avon, Indiana, affiliated with Hendricks County Bank and Trust Company. The firm works directly with clients to develop investment strategies aligned with individual risk tolerance, time horizons, and objectives, and offers estate planning services in coordination with appropriate professionals. The firm emphasizes a collaborative, team-based approach and maintains an active presence in the local community through volunteer work and charitable involvement.

Bremen, Indiana

Ben Fanning, 1st Source Asset Advisors is an investment advisory firm in Bremen, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Carmel, Indiana

C&C Wealth Advisors of Raymond James is an investment advisory firm in Carmel, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Carmel, Indiana

Shepherd Financial is an investment advisory firm in Carmel, Indiana. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Carmel, Indiana

Fee-Only Independent RIA

Valeo Financial Advisors, LLC is an independent ria firm in Carmel, Indiana. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Carmel, Indiana

Crown Haven Wealth Advisors is an investment advisory firm in Carmel, Indiana. Services include Financial Planning, Investment Management, and Retirement Planning. Its advisors hold RICP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 55 Google reviews.

Chesterton, Indiana

Hilltop Wealth & Tax Solutions is an investment advisory firm in Chesterton, Indiana. Services include Financial Planning, Investment Management, and Tax Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Columbus, Indiana

Prime Capital Financial is an independent financial advisory firm serving individuals and families from offices in Columbus and Batesville, Indiana. The firm provides financial planning and investment management services with an approach centered on clients' overall life goals and circumstances rather than investment returns alone. Prime Capital uses a five-step process called the Life Compass to help clients navigate financial decisions across major life events such as retirement, career changes, and family milestones.

Columbus, Indiana

Forman Investment Services is an investment advisory firm in Columbus, Indiana. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Columbus, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Columbus, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Columbus, Indiana

Kirr, Marbach & Company, LLC is an investment management firm founded in 1975 and based in Columbus, Indiana, led by principals David M. Kirr and Terry B. Marbach, both CFAs, with Mark Foster serving as Chief Investment Officer. The firm's investment team members hold the Chartered Financial Analyst designation and conduct proprietary fundamental research for direct stock selection rather than relying on external managers or funds. The firm works with clients to establish asset allocations aligned with individual financial goals and circumstances, and also addresses broader wealth considerations including charitable giving strategies and family wealth transition planning.

Covington, Indiana

Paddwell Financial LLC, based in Covington, Indiana, offers retirement planning, college savings strategy development, and estate planning services. The firm works with clients to assess financial situations and create personalized savings plans using vehicles such as 401(k)s, IRAs, and 529 college savings plans. Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Advisory Services, LLC.

Crown Point, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crown Point, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3-star rating from 2 Google reviews.

Crown Point, Indiana

Eley-Graham-Austgen Financial Advisory Services, based in Crown Point, Indiana, has operated since 1958 and is currently owned and led by Dorothy Austgen, a CFP® professional. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and small business owners, employing a structured six-station process called "The Retirement Express" that addresses goal-setting, education planning, retirement income, asset allocation, insurance protection, and estate planning. As a fee-based advisory firm, it serves clients seeking comprehensive retirement and financial planning support.

Crown Point, Indiana

TerraWealth is an independent financial advisory firm based in Crown Point, Indiana, offering financial planning, investment management, and insurance analysis with a focus on insurance planning. Founded by advisors with over 150 years of combined industry experience, the firm provides hybrid financial planning across retirement, education funding, and risk protection using a broad range of products and services. The firm is structured as an advisor-owned entity and led by Founder & CEO Scott (a Registered Financial Gerontologist and Certified Fund Specialist) and Founder & President Joshua, both with extensive backgrounds in financial services and wealth planning.

Danville, Indiana

Independent RIA

Florence Wealth LLC is an independent ria firm in Danville, Indiana. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4.9-star rating from 29 Google reviews.

Dyer, Indiana

Wisely Advised is a financial planning and investment advisory firm based in Dyer, Indiana, operating as a fiduciary. The firm employs a four-step planning process that begins with understanding client goals and includes ongoing plan monitoring, and uses Charles Schwab as its custodian. Led by advisors including Tony and supported by team members like Maria, the firm serves clients seeking both financial planning and investment management services.

Elkhart, Indiana

United Capital Financial Advisors is an investment advisory firm in Elkhart, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Elkhart, Indiana

Independent RIA

Indiana Trust Wealth Management is an independent registered investment adviser in Elkhart, Indiana, offering estate planning, financial planning, and investment management services to individuals, families, and employers. The firm acts as a corporate fiduciary and trustee, administering trusts and managing investments according to fiduciary standards without commissions. Indiana Trust also provides employee retirement plan administration services and utilizes a multi-level diversification approach, including socially responsible investing options, as part of its investment strategy development and ongoing portfolio management.

Elkhart, Indiana

Scott Tonkovich, 1st Source Asset Advisors is an investment advisory firm in Elkhart, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Elkhart, Indiana

Wealth Enhancement Group is an investment advisory firm in Elkhart, Indiana. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Evansville, Indiana

The Hester Group is a financial advisory firm based in Evansville, Indiana, founded in 2012 by Marcus A. Hester, who holds the CFP® designation. The firm provides insurance analysis and planning services to business owners, individuals, and families, with a stated focus on asset protection and long-term financial strategy. Marcus Hester has been recognized as a member of the Million Dollar Round Table in 2018, 2019, and 2020, and the firm emphasizes a relationship-focused approach centered on understanding client goals before recommending solutions.

Evansville, Indiana

United Capital Financial Advisors is an investment advisory firm in Evansville, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Evansville, Indiana

American Principal Wealth Management is an investment advisory firm in Evansville, Indiana. Services include Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 9 Google reviews.

Evansville, Indiana

Liberty Wealth Services, based in Evansville, Indiana, provides financial planning and debt management services through a partnership with LPL Financial, a registered investment advisor and broker-dealer. The firm offers securities, advisory services, and insurance products to clients in states where its LPL-affiliated representatives are properly licensed. Liberty Wealth Services itself is not registered as a broker-dealer or investment advisor; all securities and insurance offerings are made through LPL Financial or its affiliates.

Fillmore, Indiana

Best Case Financial is a fee-only advisory firm in Fillmore, Indiana, led by CFP® professional Alan Skillern. The firm offers three service tiers: life event planning (one-time engagements for specific milestones), investment management at 1% annually with no minimums, and comprehensive ongoing wealth management with quarterly fees ranging from $750–$2,500. As a fiduciary that does not earn commissions or sell insurance, the firm emphasizes transparent advice centered on clients' financial priorities and coordinates with external specialists for services outside its scope.

Fishers, Indiana

Blacor USA is an investment advisory firm in Fishers, Indiana. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fishers, Indiana

Avshalom Gad is a financial advisor with Eagle Strategies LLC in Fishers, Indiana, offering financial planning services with over 18 years of industry experience. He holds CFP®, ChFC®, CLU®, LUTCF®, RICP®, and WMCP® designations and operates on a fee-based model for investment advisory services through Eagle Strategies, while also offering commission-based insurance products through New York Life Insurance Company. Clients may engage for advisory services alone, product implementation, or both.

Fishers, Indiana

High Point Retirement serves individuals and couples aged 55 and older within approximately 10 years of their intended retirement date, located in Fishers, Indiana and Scottsdale, Arizona. The firm offers retirement income planning encompassing Social Security optimization, qualified plan distribution strategies, and required minimum distribution analysis, along with tax-efficient strategies, asset management through a strategic partner, and legacy planning services including trust and insurance-based vehicles. The firm operates through a collaborative team model and has developed a process called Retirement Bootcamp to address multiple dimensions of retirement readiness. High Point Retirement operates as both an insurance business offering insurance products and as an investment advisory practice through Impact Partnership Wealth, LLC, a registered investment adviser.

Fishers, Indiana

James A. Hopper, RFC with Money Concepts is an investment advisory firm in Fishers, Indiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Fort Wayne, Indiana

Vestia Personal Wealth Advisors is an investment advisory firm in Fort Wayne, Indiana. Services include Financial Planning. The office has a wheelchair-accessible entrance.

Fort Wayne, Indiana

Luminary Wealth is a fee-only fiduciary firm in Fort Wayne, Indiana that provides estate planning, financial planning, and retirement planning services with specialization in investment management and wealth management. The firm's advisors hold CFP, CFA, and CPA credentials and work with clients across various life stages—from working professionals and business owners to those within five years of retirement—through a structured process of discovery, strategy sessions, implementation, and ongoing adjustments to a customized Financial Guidebook. Services include investment management, regular plan updates, ongoing planning sessions, and continuous advisor availability; the firm operates on transparent, commission-free pricing with no hidden fees.

Fort Wayne, Indiana

Strategence Capital is a financial advisory firm based in Fort Wayne, Indiana, that specializes in retirement plan services for employers seeking to offer competitive benefits to their workforce. The firm employs a disciplined investment approach centered on strategic asset allocation and periodic rebalancing, without relying on market timing. Led by advisor Tim Stoller, who holds the AAMS, CRPS, and AIF credentials, the firm emphasizes a philosophy grounded in thorough analysis, honest assessment, and consistent execution.

Fort Wayne, Indiana

Insurance-Based

Neil Bryson, Financial Advisor - Eagle Strategies is an insurance-based firm in Fort Wayne, Indiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Fort Wayne, Indiana

Wealth Advisors Group is a fiduciary financial advisory firm based in Fort Wayne, Indiana, operating since 1991 and offering financial planning and investment management services. The firm serves business owners, physicians, pre-retirees, retirees, and young professionals, providing guidance across retirement planning, investment strategies, legacy planning, tax planning, and business financial optimization. Operating on a fee-only basis without commission relationships, the firm employs active portfolio management and monitoring rather than a passive approach. Clients receive personalized financial planning aligned with their goals and values, with an optional Above & Beyond service tier offering additional guidance for complex situations.

Fort Wayne, Indiana

Commission + Fee-Only

Galecki Financial Management is a Fee-Only financial planning firm based in Fort Wayne that serves individuals and families throughout Northeast Indiana and nationally. All advisors hold the CFP certification and operate under a fiduciary standard, with no commissions or product sales involved. The firm offers financial planning, retirement planning, and estate planning services, along with an Initial Financial Overview assessment. Founded in 1990 and operating as an independent Fee-Only practice since 1994, the firm emphasizes transparent, objective advice aligned solely with client interests.

Fort Wayne, Indiana

Shepherd Legacy Financial is a family-owned firm in Fort Wayne, Indiana led by Scott and Jesse Shepherd, both financial advisors. The firm provides wealth management and retirement planning services, emphasizing a customized approach that begins with understanding each client's risk tolerance, time horizon, and financial objectives. The practice operates using a team-based methodology and takes a proactive stance toward developing strategies and monitoring progress toward client goals across investments, retirement, and related financial matters.

Fort Wayne, Indiana

ASCH Financial Advisor Planning & Investments is an investment advisory firm in Fort Wayne, Indiana. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Fort Wayne, Indiana

Compass Financial Advisors in Fort Wayne provides financial planning and investment management services with specialization in retirement planning. The firm takes a holistic approach to wealth management, addressing tax and estate planning, investment management, liability management, and private banking services. Operating as an independent advisor without proprietary product commitments, the firm offers fee or commission-based investment management and serves individuals, business owners, endowments, and foundations, drawing on more than 60 years of combined industry experience.

Fort Wayne, Indiana

Knepp Financial Group, based in Fort Wayne, Indiana, has offered retirement planning and wealth management services since 2005. The firm provides fiduciary investment advisory services through its Knepp Wealth Management division and delivers personalized retirement and wealth strategies to individuals, families, and professionals, alongside insurance and financial protection solutions. The firm employs active portfolio management and ongoing monitoring, adjusting strategies as market conditions and client circumstances change.

Fort Wayne, Indiana

Collier Financial is an investment advisory firm in Fort Wayne, Indiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 20 Google reviews.

Fort Wayne, Indiana

Davidson Wealth Group LLC, based in Fort Wayne, Indiana, offers financial planning and retirement planning services. Kevin J. Davidson, the firm's principal and financial adviser, holds an MBA and LUTCF credential, brings over fifteen years of industry experience, and serves individuals, couples, and business owners. Davidson is a member of the National Association of Financial Advisers and maintains registration as a Financial Adviser with Eagle Strategies LLC and as a Registered Representative with NYLIFE Securities LLC.

Fort Wayne, Indiana

Capital Advisory Partners is an independent financial advisory firm based in Fort Wayne, Indiana that provides estate planning services and personalized money management advice. The firm operates on a transparent fee basis without required product sales, focusing on understanding each client's goals, risk tolerance, and life circumstances to develop individualized strategies. The advisors emphasize a relationship-centered approach designed to help clients navigate financial decisions with confidence over the long term.

Fort Wayne, Indiana

Unified Wealth & Retirement Planning is a Fort Wayne-based firm offering retirement planning, investment management, tax planning, and insurance analysis. The firm employs a multi-faceted approach to retirement strategy that addresses income, Social Security, and tax considerations, with ongoing monitoring during retirement. Their planning process translates client retirement goals into actionable steps and includes attention to tax-efficient withdrawal strategies and asset positioning.

Fort Wayne, Indiana

Integrity Financial Advisors, Inc serves Fort Wayne-area families with financial planning and investment management, with particular emphasis on retirement planning and multi-generational wealth building. The firm employs a team-based approach and offers personalized strategies delivered through client education, supported by a secure online portal for account access and goal tracking. The advisors emphasize a client-first philosophy and proactive planning tailored to individual circumstances rather than applying uniform strategies across the client base.

Fort Wayne, Indiana

Foster Financial Services is a boutique firm in Fort Wayne offering investment management, retirement planning, and insurance analysis to individuals and employers. The firm operates as a fiduciary and provides customized financial action plans covering areas such as 401(k) management, pension strategies, tax planning, estate planning, and charitable giving approaches. Team members Heather Foster, John Pynchon, and Caleb Doane hold advisory and securities licenses across multiple states and work through Harbour Investments Inc., a FINRA and SIPC member.

Fort Wayne, Indiana

Bill Rohwer, 1st Source Asset Advisors is an investment advisory firm in Fort Wayne, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Wayne, Indiana

Apple Tree Asset Management is an independent, fee-based fiduciary registered with the State of Indiana that provides investment management and financial planning services. Founded in 2021 through a separation from its sister firm Apple Tree Financial Group, the firm is led by Managing Partners Keith Layman and Joseph Wiegand and offers personalized investment strategies and comprehensive financial planning that addresses retirement, education funding, tax considerations, and estate planning. The firm serves both believers and non-believers and operates from Fort Wayne, Indiana.

Fort Wayne, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Wayne, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Goshen, Indiana

Interra Investments, based in Goshen, Indiana, provides investment management and retirement planning services through LPL Financial. The firm offers life and disability insurance products, long-term care planning strategies, and specialized guidance for business and agribusiness owners seeking to preserve and develop their assets. Katelyn Kelter is a financial advisor associated with the firm.

Granger, Indiana

Generations Wealth Advisors is an investment advisory firm in Granger, Indiana. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Greenwood, Indiana

Financial Independence Team, based in Greenwood, Indiana, is a fiduciary firm specializing in retirement planning for individuals and families at various life stages. Founded by Andrew and Krystle Riis, the firm guides clients through a four-step Custom-FIT process that includes educational events, personalized discovery meetings, comprehensive plan development (including portfolio analysis, Social Security optimization, and tax strategy), and ongoing support. Andrew Riis, a financial advisor since 2006, leads client relationships, while the team also includes investment oversight and operations support. The firm operates on a holistic approach emphasizing proactive portfolio management and real-time adjustments rather than market prediction.

Greenwood, Indiana

Wealth Haus is a fee-based financial planning firm in Greenwood, Indiana serving the Indianapolis area, founded by advisors Greg and Clint. The firm offers comprehensive financial planning services including foundation analysis, investment portfolio design, retirement architecture, and tax planning, with an emphasis on personalized strategies and client education rather than product sales. The firm prioritizes long-term client relationships and customized planning that addresses cash flow, debt optimization, emergency reserves, and wealth transfer considerations.

Greenwood, Indiana

Raymond James & Associates is an investment advisory firm in Greenwood, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Highland, Indiana

Diversified Wealth Solutions Powered by LPL Financial is an investment advisory firm in Highland, Indiana. Services include Financial Planning and Insurance Analysis. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Indianapolis, Indiana

Feuerbach Financial Group LLC is an Indianapolis-based financial advisory firm affiliated with LPL Financial that provides financial planning and investment management services. Led by Travis Feuerbach, a Purdue graduate who has worked in the financial services industry since 2002, the firm works with clients to develop personalized strategies addressing retirement, wealth building, and asset preservation through a client-centered approach that emphasizes individual attention from planning through execution and ongoing monitoring.

Indianapolis, Indiana

Raymond James & Associates is an investment advisory firm in Indianapolis, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Indianapolis, Indiana

Holistic Financial Partners, LLC is an investment advisory firm in Indianapolis, Indiana. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Indianapolis, Indiana

United Capital Financial Advisors is an investment advisory firm in Indianapolis, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 1 Google review.

Indianapolis, Indiana

Greenway Advisors, based in Indianapolis, Indiana, provides financial advisory services covering insurance, investing, retirement planning, estate planning, and wealth preservation. The firm's team includes Andy Parrish and Jeffrey Sondhelm, who holds the Chartered Retirement Planning Counselor (CRPC®) credential. The firm emphasizes client education on financial management fundamentals and works with clients to develop approaches aligned with their financial objectives.

Indianapolis, Indiana

WealthGuides is a fee-only CFP® firm based in Indianapolis serving individuals and couples nationwide, primarily those ages 30–70 planning for retirement and major life transitions. The firm offers financial planning, investment management, retirement planning, tax planning, and estate planning, using a goals-based approach with low-cost diversified mutual funds and ETFs. Founded by Sam Wagner, CFP®, the firm operates as a fiduciary with no account minimums and meets clients on flexible schedules, including evening hours, with quarterly reviews after an initial onboarding period.

Indianapolis, Indiana

Plan Wise Wealth Group is a registered investment advisor in Indianapolis founded by Richy and Hannah, specializing in retirement income planning, tax strategy, and Social Security optimization for clients age 50+. The firm employs a structured planning approach called the P.I.L.O.T. Process, which includes risk assessment, personalized retirement plan development, and delivery of a customized plan document. Services encompass investment management, qualified charitable distributions, required minimum distributions, and Roth conversion analysis, with advisors operating under fiduciary duty. The firm has earned a 5-star rating on Google from 18 reviews.

Indianapolis, Indiana

Foresight Financial Management is an independent financial services firm based in Indianapolis operating across 16 states, serving individuals, families, and business owners. The firm employs a planning process centered on understanding client priorities and developing strategies that address multiple financial aspects beyond investments alone. They work with clients to monitor ongoing changes and adjust plans accordingly, and serve business owners on matters including employee benefits, resource allocation, and business valuation.

Indianapolis, Indiana

Team Everett is an investment advisory firm in Indianapolis, Indiana. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 3 Google reviews.

Indianapolis, Indiana

Asset Preservation Wealth & Tax is a fiduciary financial advisory firm based in Indianapolis offering financial planning, retirement planning, estate planning, tax planning, and annuity services. The firm operates on a fee-only basis and works collaboratively with clients to develop coordinated strategies across tax, investment, and retirement accounts. The team includes advisors with specialized credentials and experience, and the firm coordinates with tax specialists and estate planning attorneys to address complex financial situations.

Indianapolis, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Indianapolis, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Indianapolis, Indiana

Absolute Wealth Management, LLC is a registered investment advisory firm based in Indianapolis serving Indiana residents with financial planning and investment management services. The firm, headed by CEO William Gonzales (Series 65 registered, life and annuity licensed, in the industry since 2013), offers retirement planning, investment guidance, and integrated tax planning with an emphasis on Social Security optimization. The firm operates as a collaborative practice bringing financial and tax professionals together to coordinate client strategies across multiple areas of financial life.

Indianapolis, Indiana

Independent RIA

C.H. Douglas & Gray Wealth Management is an independent ria firm in Indianapolis, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Advisory services are available in English and Chinese. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Indianapolis, Indiana

Mindset Wealth Management, based in Indianapolis, provides investment management and wealth management services with a selective approach to client relationships. The firm prioritizes working with clients who align with its stated values of honesty, authenticity, integrity, and genuine care, emphasizing long-term thinking and clarity over industry-specific niches. Rather than pursuing a broad clientele, the firm deliberately limits its client base to those whose approach to decision-making and personal growth aligns with its own philosophy.

Indianapolis, Indiana

Perry Financial Group is a family-owned financial planning firm in Indianapolis offering financial planning, tax preparation, and related advisory services. Led by partner Eli Perry, CFP®, CKA®, the firm develops concise financial plans and provides tax preparation for individuals and businesses, with basic tax returns starting at $200. The firm meets with clients twice annually by default and offers quarterly portfolio reviews, direct access to advisors, and a customized financial dashboard; clients can request a refund of the previous quarter's fees if unsatisfied.

Indianapolis, Indiana

Cooke Financial Group is a fiduciary wealth management firm headquartered in Indianapolis that provides financial planning and investment management to over 750 households with more than $2 billion in assets under management. The firm's team includes CIMA®, CFP®, BFA™, and MBA professionals, and operates as a partner firm of Sanctuary Wealth, allowing it to work across multiple custodians and investment platforms rather than recommending from a preset list. Led by principals Chris Cooke and Brian Cooke alongside advisors including Tammy Williams and others, the firm has received recognition from Forbes, Barron's, and AdvisorHub.

Jasper, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jasper, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jasper, Indiana

DeNovo Advisory Group, with an office in Jasper led by financial advisor Jacob Ahlbrand, provides retirement planning, investment management, corporate retirement plan administration, and estate planning services. The firm operates on an independent model serving individuals, families, business owners, and professional clients such as CPAs and attorneys, with multiple office locations nationwide.

Jeffersonville, Indiana

Brookstone Financial is a fee-based investment management and financial planning firm in Jeffersonville, Indiana, operating under fiduciary standards. The firm offers estate planning, financial planning, insurance analysis, and investment management services, with particular expertise in estate and insurance planning. Their engagement process begins with a complimentary initial consultation, followed by the development of strategies addressing risk management and cost efficiency.

Kokomo, Indiana

Financial Solutions & Investments, Financial Advisor, Mary Sommers Carden is an investment advisory firm in Kokomo, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Kokomo, Indiana

Caleb Clark is a CFP® and Retirement Income Certified Professional (RICP®) based in Kokomo, Indiana, offering financial planning and investment management services. He operates within the Creative Financial Centre, which houses affiliated firms providing insurance, real estate, accounting, and legal services. Creative Financial Designs, the registered investment adviser in the group founded in 1982, delivers fee-based investment management across multiple platforms and asset allocation portfolios tailored to individual goals and risk tolerance. Clark's practice emphasizes retirement income planning and transitioning accumulated savings into sustainable income sources.

Kokomo, Indiana

Rob Hopkins is a CFP-credentialed financial advisor affiliated with Ameriprise Financial Services in Kokomo, Indiana. The practice, operated as a father-and-son team, offers financial planning services with particular expertise in retirement planning and investment management. Their stated approach emphasizes understanding each client's circumstances and goals to develop individualized financial plans, with a focus on clear communication and long-term advisory relationships.

La Porte, Indiana

Amanda Myers, 1st Source Asset Advisors is an investment advisory firm in La Porte, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lafayette, Indiana

Next Adventure Financial is a fiduciary advisory firm based in Lafayette, Indiana, specializing in retirement planning for clients age 50 and older. Led by Cody Lachner, a CFP and Enrolled Agent, the firm operates on a fee-only basis without earning commissions on product sales. The firm focuses on tax-efficient retirement strategy, investment improvement, and helping clients align their financial plans with retirement goals.

Lafayette, Indiana

Valor Wealth Group is a financial advisory firm based in Lafayette, Indiana, led by advisor Diego De Los Santos. The firm offers investment management and financial planning services across retirement planning, portfolio review, and wealth-building education for clients at various stages of their financial journey. The firm employs a three-step process of assessment, strategy development with client education, and ongoing plan maintenance, emphasizing a team approach and proactive relationship-based service.

Lafayette, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lafayette, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Lawrenceburg, Indiana

SEI Wealth Management is an investment advisory firm in Lawrenceburg, Indiana. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Merrillville, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Merrillville, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Merrillville, Indiana

Joseph Korzeniewski offers financial planning and insurance analysis services from his Merrillville, Indiana office, with a focus on retirement planning and investment management. The firm works directly with clients to build investment strategies based on individual risk tolerance, time horizons, and objectives, and maintains a team that includes financial advisors and insurance brokers. The practice emphasizes transparency and one-on-one collaboration, serving clients who value community involvement alongside their financial goals.

Michigan City, Indiana

Harbor View Financial, based in Michigan City, Indiana, provides retirement planning and broader financial advisory services. Frank Martin, the firm's principal advisor, holds CFP® and RSSA® designations and brings over two decades of experience in financial services, including 18 years at Merrill Lynch. The firm works with individuals and businesses to develop financial plans, create investment strategies, and manage portfolios, and operates through LPL Financial.

Mishawaka, Indiana

Hilltop Wealth & Tax Solutions is an investment advisory firm in Mishawaka, Indiana. Services include Financial Planning, Investment Management, and Tax Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 71 Google reviews.

Monticello, Indiana

Pampel & Associates, Inc. is a Monticello, Indiana–based financial services firm led by President and CEO Eric J. Pampel, who joined the practice in 1998. The firm offers investment management encompassing stocks, bonds, Treasury securities, and various retirement account types (traditional and Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k) and 403(b) planning); financial planning services including retirement, tax, college, and estate planning; and insurance analysis covering life, disability income, long-term care, and health insurance. The team includes a Director of Accounting and Bookkeeping with 28 years of experience and an Account Specialist representing the third generation of the founding family.

Muncie, Indiana

Daniel HW Stallings is an investment advisory firm in Muncie, Indiana. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Muncie, Indiana

Seven Financial, located in Muncie, Indiana, is led by Matthew J. Andersion and operates as a Ramsey SmartVestor Pro advisor. The firm uses a team-based approach to offer investment management and financial planning services, beginning with an assessment of clients' risk tolerance and time horizon before developing data-driven strategies aligned with individual goals.

Muncie, Indiana

Independent RIA

Indiana Trust Wealth Management is an independent registered investment advisor based in Muncie, Indiana, offering estate planning, financial planning, and investment management services. The firm serves both individual and family clients, as well as employers with qualified retirement plan administration, and operates under fiduciary standards without commissions. Services include trust administration across multiple trust types, custodial and trustee functions, portfolio management with multi-level diversification and ESG options, and concierge bill payment for wealth management clients. The firm's stated approach emphasizes personalized strategy development, ongoing portfolio review and rebalancing, and collaborative planning across retirement, wealth transfer, and financial sustainability goals.

Munster, Indiana

Matthew Baker Wealth Partners is an investment advisory firm in Munster, Indiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 3 Google reviews.

Noblesville, Indiana

Perkins Wealth Advantage is a fiduciary financial planning firm based in Noblesville, Indiana, serving clients nationwide. The firm specializes in three primary client groups: individuals within three to five years of retirement or up to ten years into retirement, business owners navigating separation of personal and business finances or business transitions, and high-net-worth families implementing advanced estate planning strategies. The firm's approach emphasizes partnership, clarity, and demonstrated experience, with quarterly reporting on investment performance and advisory costs.

North Manchester, Indiana

United Financial Grp LLC - Advisor- Mark K. Kissell is an investment advisory firm in North Manchester, Indiana. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Parker City, Indiana

True North Wealth is a registered investment advisor in Parker City, Indiana serving pre-retirees and retirees across the United States. The firm specializes in retirement income planning that coordinates pensions, Social Security, and portfolio withdrawals into a cohesive strategy, along with tax-efficient withdrawal sequencing and low-cost, globally diversified portfolio construction. Minimum assets under management are $250,000 for their primary service or $25,000 minimum for their secondary offering. The firm is registered with the State of Indiana and operates under the legal entity Grant Evans Wealth Management, L.L.C.

Peru, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Peru, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Plymouth, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plymouth, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Plymouth, Indiana

Angie Banicki, 1st Source Asset Advisors is an investment advisory firm in Plymouth, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Plymouth, Indiana

Megan Hamand, 1st Source Asset Advisors is an investment advisory firm in Plymouth, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

South Bend, Indiana

Billie Treber, 1st Source Asset Advisors is an investment advisory firm in South Bend, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

South Bend, Indiana

Legacy Wealth Management - Ryan Hale is an investment advisory firm in South Bend, Indiana. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

South Bend, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in South Bend, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

South Bend, Indiana

Vegh Wealth Management, led by founder Mary Vegh, provides financial planning and investment management services to clients in South Bend, Indiana. The firm operates as an independent advisor through LPL Financial and emphasizes personalized planning for retirement, education, and wealth building. Vegh draws on two decades of experience in investor relations and corporate finance before transitioning to independent financial advisory in 2014.

South Bend, Indiana

1st Source Asset Advisors is an investment advisory firm in South Bend, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

South Bend, Indiana

Everwise Wealth Management - Financial Advisor: Chris Eberly is an investment advisory firm in South Bend, Indiana. The firm specializes in Debt Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

St John, Indiana

Oak Partners, Inc. is an investment advisory firm in St John, Indiana. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

St John, Indiana

Thrivent - Third Coast Group is an investment advisory firm in St John, Indiana. Services include Estate Planning and Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Terre Haute, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Terre Haute, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Valparaiso, Indiana

Carson Wealth is an investment advisory firm in Valparaiso, Indiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Valparaiso, Indiana

Patten Financial Group is a wealth management firm based in Valparaiso, Indiana, serving clients in Northwest Indiana and the Greater Chicagoland area. The firm operates as a fiduciary and provides financial planning, investment management, and comprehensive financial advice with a focus on retirement and pre-retirement stages, business owner succession planning, and estate preparation. Aaron Patten, the president and investment advisor representative with over ten years in financial services, leads the firm with an emphasis on transparency, regular client communication, and holistic financial strategies tailored to individual circumstances.

Valparaiso, Indiana

Ryan Alberson, 1st Source Asset Advisors is an investment advisory firm in Valparaiso, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Valparaiso, Indiana

Charlesworth Financial Services is a fiduciary wealth management firm based in Valparaiso, Indiana, offering integrated financial planning, investment management, and tax and accounting services to individuals, families, and business owners. The firm's team includes CPAs and credentialed financial professionals who coordinate investments, taxes, and long-term planning across a client's full financial picture. The firm serves a range of clientele including young professionals, pre-retirees, business owners, farmers, and skilled laborers, with a stated approach of educating clients through their decisions rather than directing them.

Vincennes, Indiana

Carson Wealth is an investment advisory firm in Vincennes, Indiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winslow, Indiana

FrostYourSelf is an investment advisory firm in Winslow, Indiana.

Zionsville, Indiana

Cadence Wealth Advisors, based in Zionsville, Indiana, has offered financial planning, investment management, and tax planning services since 2017. The firm operates on a client-centered approach, conducting goals-based planning that encompasses retirement analysis, wealth management with transparent reporting, insurance evaluation, and multigenerational planning and estate planning education. The team includes a wealth advisor with an accounting background and experienced office management staff, emphasizing a collaborative approach and personalized attention to each client's specific circumstances and objectives.