Fiduciary advisors in Indianapolis, IN

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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.