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 Indianapolis, IN 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 Indianapolis, IN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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 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.
Kenneth Klabunde
MSFP, CFP®
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.
Mark Rosinski
CFP®, RICP®, CPA
Dunes Financial
Valparaiso, IN
Specialties: Retirement Income Planning, Tax-smart Investment Guardrails, Tax Planning, Alignment of Money & Lifestyle, Investment Management
Flat-fee wealth management for professionals age 55+ nearing or in retirement. Retirement income planning, investments aligned with your income plan, and strategies to reduce lifetime taxes. Valparaiso, IN, serving clients virtually nationwide.
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.
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
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
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
Sam Wagner
CFP®
WealthGuides
Indianapolis, IN
Specialties: Retirement Planning, Tax Planning, Investment Portfolio Management, Inherited Accounts, Planning for Required Distributions (RMDs), Charitable Giving Planning (DAFs, QCDs, etc.), Social Security
Independent, fee-only registered investment advisory firm based in Indianapolis. Founder and CFP® professional Sam Wagner uses a structured but flexible planning process to help people retire with clarity and confidence.
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
We are a fee-only fiduciary financial advisor located in Indianapolis, IN serving people in-person and virtually across the United States.
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.
Katie Fischer
CFP®
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Welcome to Market Street, A Financial Firm For Young And Seasoned Professionals, Alike. We offer wealth management and financial planning with a fee-only structure to clients in the local Indianapolis area and throughout the US.
Jessica Bokhart
CFP®
Market Street Wealth Management Advisors
Crawfordsville, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
Kyle Thompson
CFP®, CPA
Market Street Wealth Management Advisors
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.
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.
Austin Angel
CFP®, CDAA™
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
Aaron Williams
CFP®, TPCP®
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Analysis and Planning, Social Security Optimization, Healthcare Subsidy Analysis, Cash Flow Analysis, Medicare Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
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)
