What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Indiana area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Indiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Erik Goodge
CFP®
uVest Advisory
Evansville, IN
Specialties: Crafting a Work Optional Future, Financial Strategizing, Investment Management, College Education Planning, Solo 401(k) management
Fee-Only financial planner located in Evansville, IN, serving clients locally and virtually across the country
Michael Reynolds
CFP®, CSRIC®, AIF®, DACFP®, CFT-I®™
Elevation Financial LLC
Westfield, IN
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Small Business Coaching, ESG Investing, Cryptocurrency / Digital Assets
Fee-Only financial planner located in Westfield, IN, serving clients locally and across the country
Justin McCurdy
CFP®, CDAA
Bridge Financial Planning, LLC
Valparaiso, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Valparaiso, IN, serving clients locally and across the country
Michael Clayman
CFP®, ChSNC®
Buckingham Strategic Wealth
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate planning, Risk Management, Special Needs Planning
Forever standing on the side of our clients.
Wesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Valparaiso, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving Northwest Indiana and surrounding areas.
Kenneth Klabunde
MSFP, CFP®, CDFA®
Precedent Financial Strategies
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Tax Planning, Divorce Planning, Retirement Income Planning, Investment Management
Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.
Lance Ludwig
CFP®
Kingdom Financial
South Bend, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation
We help mid- to late-career professionals and their spouses glorify God and live a life of meaning by aligning their finances with their faith.
Joshua Zorger
CFP®
Fortitude Private Wealth, Inc
Carmel, IN
Specialties: Tax Planning for Small Business Owners to Maximize Retirement Savings and Minimize Tax Liability, Retirement Income Planning & Social Security Maximization, Required Minimum Distribution & Roth IRA Conversion Planning, In-House, Low-Cost Portfolio Management and Trading, Customized Investment Objective Selection with Investment Policy Statement
Fortitude Private Wealth is an independent, fee-only registered investment advisor serving clients in nine states. We serve entrepreneurs, executives, small business owners, retirees and families.
Austin Angel
CFP®, CDAA™
Market Street Wealth Management Advisors, LLC
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Aaron Williams
CFP®
Market Street Wealth Management Advisors, LLC
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Treavor Dodsworth
CFP®, CPA, CKA®
Sycomore Financial, LLC
Anderson, IN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning
Fee-Only financial planner in Fishers, IN and Anderson, IN serving clients locally and across the country
Jacob Rich
CFP®
Capstone Wealth Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Generational Wealth Transfer, Risk Management
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Riki Cooke
CFP®, CLSP®, CRPC®
2Point0 Financial
Fishers, IN
Specialties: Life Planning, Planning for Major Purchases, Cash Flow Review, Student Loan Analysis, Tax Planning, Annual Employer Benefits Review, Investment Management, Estate Planning , Risk Management, Debt Management , Education Planning
Fee-only financial planning and investment management firm serving millennial clients who love to travel (like me!). Based in Indianapolis, IN serving clients through convenient virtual meetings, from any location.
Kyle Thompson
CFP®, CPA
Market Street Wealth Management Advisors, LLC
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Market Street, we treat you like family. Our fee-only wealth management team is here to help you make better financial decisions and gain financial freedom.
Katie Fischer
CFP®
Market Street Wealth Management Advisors, LLC
Carmel, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
At Market Street, we treat you like family. Our fee-only wealth management team is here to help you make better financial decisions and gain financial freedom.
Kevin Lewis
MBA
Lewis Wealth Management, LLC
Carmel, IN
Fee-Only, Fiduciary, Independent Financial Advisor: Located in Carmel, Indiana; serving clients locally throughout Indianapolis, Fishers, Noblesville, Greenwood, Avon, Brownsburg, and Zionsville.
Alex Perkins
CFP®
Perkins Wealth Advantage, LLC.
Fishers, IN
Specialties: Comprehensive Financial Planning, Wealth Transfer Planning, Retirement Strategies, Retirement Income Planning, Tax Planning
Comprehensive Wealth & Legacy Planning for Individuals & Families. Located in Fishers, Indiana and Serving Clients Across the Country.
Steven Neeley
CFP®
Fortress Capital Advisors
Carmel, IN
Specialties: Wealth Management, Retirement Income Planning, Investment Management, Risk Management, Tax Planning
My sole focus is ensuring a happy and carefree retirement for my clients by getting them the income they need while crash-proofing their portfolios.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Layton Ginder
CFP®
Credent Wealth Management
Auburn, IN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Kevin Ervin
CFP®, CPA
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Cody Lachner
CFP®, EA
Next Adventure Financial
Lafayette, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Early Retirement Planning, Charitable Giving
Fee-Only financial planner located in Lafayette, IN, serving clients locally and across the country. Specializes in tax-focused financial planning for individuals and families.
Amelia West
CFP®
Total Wealth Planning
Carmel, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Carmel, IN based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.
Doug Lockwood
CFP®
Credent Wealth Management
Auburn, IN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business & succession planning, Liquidity and debt structure analysis, Insurance analysis and strategies relating to life, health, disability, long-term care, liability, and more, Education planning, Cash management and cash flow planning, Employee benefit plan analysis, Creating and managing employee and personal retirement plans
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Elaine Bedel
CFP®, MBA
Bedel Financial Consulting
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Comprehensive Financial Planner located in Indianapolis, IN and Serving Clients Nationwide
Michael Carson
CFP®, CIMA®, CRPS®
Hurlow Wealth Management Group, Inc.
Bloomington, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance and Risk Management
Fee-Only financial planner with offices in Indianapolis and Bloomington, serving clients locally and across the country.
Logan Valentine
CFP®, AINS
Valentine Wealth Management
Seymour, IN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Estate Planning, Employee Benefits, Insurance & Risk Management
Fee-Only financial planner located in Seymour, IN, serving clients locally and across the country
Kelli Ellison
CFP®, EA, MBA, MSA
Panoramic Financial Planning
Carmel, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation
Fee-Only financial planner serving Carmel, Indiana and the greater Indianapolis Area. In-person and virtual appointments are available for clients locally and across the country.
Jessica Bokhart
CFP®
Market Street Wealth Management Advisors, LLC
Indianapolis, IN
Fee-Only financial planner with offices in Crawfordsville, IN, and Indianapolis, IN, serving clients locally and across the country
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
