Fiduciary advisors in Indiana, PA

Indiana, Pennsylvania

Beacon Legacy Planners is an independent wealth management and financial planning firm based in Indiana, Pennsylvania, offering investment management, insurance, and financial planning services to individuals and institutions through Osaic Institutions. The firm employs advisors with extensive industry experience—including a principal with credentials as a Chartered Retirement Planning Counselor, Accredited Investment Fiduciary, and specialist in Social Security claiming strategies—who conduct comprehensive reviews of clients' risk tolerance and time horizons before developing customized strategies. Services span retirement planning, asset management, insurance solutions, and trust-related advisory work, with the firm emphasizing a proactive, client-centered approach to address financial goals and anticipated challenges over time.

Indiana, Pennsylvania

Equitable Advisors, LLC is a SEC-registered investment advisor operating in Indiana, Pennsylvania, offering financial planning and insurance analysis services with a focus on insurance planning. The firm provides fee-based and non-fee-based financial planning through investment advisor representatives and works with clients on retirement planning, estate planning, wealth management, and asset allocation strategies.

Indiana, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Indiana, Pennsylvania. 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.