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".
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Every Indiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Sam Wagner
CFP®
WealthGuides
Indianapolis, IN
Specialties: Inherited Accounts, Equity Compensation, Roth Strategies, Financial Planning, Wealth Management , Tax Planning, Investment Portfolio Management, RSUs, SARS, ISOs, and NSOs, Buying a Home
Modern Wealth Management For Growing Income & Growing Net Worth Households. Fee-Only Fiduciary, Advice-Based Service Model. I don't sell products or make commissions.
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.
David Dodd
CFP®, CKA®
The Other 90 Financial, LLC
Mount Vernon, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Faith Based / Biblically Responsible Investing
Retirement Planning for Christians age 50+
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-smart financial planning for individuals and families.
Kevin Lewis
MBA
Lewis Wealth Management, LLC
Carmel, IN
Specialties: Retirement Planning, Investment Management, Education Planning, Employer Sponsored Retirement Account Management
Fee-Only, Fiduciary, Independent Financial Advisor: Located in Carmel, Indiana; serving clients locally throughout Indianapolis, Fishers, Noblesville, Greenwood, Avon, Brownsburg, and Zionsville.
Michael Reynolds
CFP®, CSRIC™®, AIF®, DACFP®, CFT®™
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
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
Mark Rosinski
CFP®, CPA
Dunes Financial
Valparaiso, IN
Specialties: Retirement Income Planning, Tax-smart Investment Guardrails, Tax Planning, Alignment of Money & Lifestyle, Investment Management, One-Time Retirement Plan
Flat-Fee wealth management for professionals 50+ nearing or in retirement. Helping you build a retirement income plan, build guardrails around your investments, and make sure you are not over-paying taxes.
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
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
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
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
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.
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.
Tanner Stepp
AIF®, APMA™, CFP®
Credent Wealth Management
Lafayette, 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
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
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 area.
Amelia West
CFP®
Total Wealth Planning
Carmel, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance Planning, Charitable Giving
Based in Cincinnati, OH and Carmel, IN, we work with clients across the country to assist them with their life planning. The real benefit is gaining more comfort with your long-term financial security and helping you protect what you value most.
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.
McKenna Clifford
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
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
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.
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
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.
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, IN and the greater Indianapolis Area. In-person and virtual appointments are available.
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
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.
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
Stephanie Willison
CFP®, CPA/PFS, AIF®
Savant Wealth Management
Indianapolis, IN
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
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.
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
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 located in Carmel, Indiana. We serve entrepreneurs, executives, small business owners, retirees and families.
Justin McCurdy
CFP®
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
Refine Your Search
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)
