Daniel HW Stallings
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.
View detailsIN · Muncie
Fiduciary advisors in Muncie, IN
3 advisors with offices in Muncie. Credentials, fee structures, and minimums are disclosed on each listing.
Indiana Trust Wealth Management
★
Muncie, Indiana
Independent RIA
Estate Planning
Investment Management
Wealth Management
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.
View detailsSeven Financial
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.
View detailsFinancial advisors in Muncie, Indiana
Advisors serving Muncie specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.