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80 Financial Planners in Indiana
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Nancy L. Beck

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving Indiana and the surrounding communities.

Beck Financial Strategies, Inc.

5825 N Post Rd
Indianapolis, IN 46216
(317) 547-1200

Neil C. LaGrange

CFP®

Specialties: Attending College, Estate Planning, Investment Management, Insurance, Retirement, Stocks &...More

Financial Advisor serving Indiana and the surrounding communities.

Purdue University

MRRT Hall, Purdue University
West Lafayette, IN 47907-2090
(765) 427-9976

Jay D. Jacobs

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Indiana and the surrounding communities.

Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd
Evansville, IN 47715
(812) 477-5520

Kenneth P. Schmidt

CFP®

Owner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

Financial Advisor serving Indiana and the surrounding communities.

Financial Planning Services

6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN 46804-7926
(260) 469-3218

Brandon Lee Hayes

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd
Evansville, IN 47715
(812) 477-5520

Christopher A. McCauley

CPA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Strategic Planning Group

10150 LANTERN RD, STE 150
FISHERS, IN 46037-9759
(317) 806-3083

Chris R. Baker

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Oaktree Financial Advisors, Inc.

12900 N Meridian St, Ste 130
Carmel, IN 46032-5476
(317) 818-1631
CONNECT WITH Chris
  • facebook link
  • twitter link
  • linkedin link

Richard L. Phillips, Jr.

CFP®

Managing Member

Specialties:

Financial Advisor serving Indiana and the surrounding communities.

Phillips Financial Services

6920 Pointe Inverness Way, Ste 230
Fort Wayne, IN 46804-7926
(219) 420-7732

Aaron S. Coates

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Relevant Financial Advisors, LLC

216 W. High St.
Elkhart, IN 46516
(574) 206-4454

Adan H. Diaz

CFP®

Owner/Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Financial Advisor serving Indiana and the surrounding communities.

Fresco Financial Advisers LLC

3815 River Crossing pkwy, ste 180
Indianapolis, IN 46240
(317) 846-9702

John F. Wood

CFP®, ChFC®, AIF®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Strategic Planning Group, Inc

10150 Lantern Road, Ste 150
Fishers, IN 46037
(317) 284-5324

Kenneth Klabunde

MSFP, CFP®, CDFA®

Founding Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Precedent Financial Strategies

9000 Keystone Crossing, Suite 145
Indianapolis, IN 46240
+ 1 More Address

Precedent Financial Strategies

11 Garfield Place
Cincinnati, OH 45202
(800) 264-9908
+1 More Number
(800) 264-9908
CONNECT WITH Kenneth
  • facebook link
  • twitter link
  • linkedin link

Jay B. Barclay

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Strategic Financial Planning

9165 Otis Avenue, Ste 108
Indianapolis, IN 46216
(317) 590-6306

Jeffrey J. Yu

CFP®, CPA

Principal

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Indiana and the surrounding communities.

CAPTRUST

9100 Keystone Crossing, Ste. 700
Indianapolis, IN 46240
317-663-6500

Thomas S. Martin

CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Indiana and the surrounding communities.

Vestia Personal Wealth Advisors

9121 Illinois Rd
Fort Wayne, IN 46804-5753
(877) 669-1126

Kavassery S. Ramchand

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Indiana and the surrounding communities.

K.S. Ramchand

110 E Washington St, Ste 900
Indianapolis, IN 46204-3725
(281) 468-7338

Jeffrey K. Gantz

CFP®, CLU®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

BSH Financial Services, LLC

9615 Southeastern Avenue
Indianapolis, IN 46239
(317) 577-9000
CONNECT WITH Jeffrey
  • linkedin link

James A. Kuxhaus

CFP®

President/Financial Advisor

Specialties:

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Directions Wealth Management

162 W Lincolnway, Suite 102
Valparaiso, IN 46383
(855) 752-6469
+1 More Number
(219) 386-3920

Tiffany C. White

CFP®

CERTIFIED FINANCIAL PLANNER

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Halter Ferguson Financial, Inc.

13080 Grand Boulevard, Suite 130
Carmel, IN 46032
(866) 875-0202
+1 More Number
(317) 875-0202

Michael J. Richardson

CFP®,AIF®,AWMA®,CFS®

Owner / Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

Logan Lavelle Hunt

5150 Charlestown Road, Suite 2
New Albany, IN 47150
+ 1 More Address

Logan Lavelle Hunt

111 Congressional Blvd
Carmel, IN 46032
(877) 949-7444
+1 More Number
(812) 949-7444

Scott D. Smith

CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

VerityWealth Advisory Group

205 W JEFFERSON BLVD, Suite 502
South Bend, IN 46601-1812
(800) 620-7526
+1 More Number
(574) 273-8680
CONNECT WITH Scott
  • facebook link
  • linkedin link

Alex Perkins

CFP®

President | Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Perkins Wealth Advantage

PO Box 7207
Fishers, IN 46038
(317) 296-5535
+1 More Number
(317) 296-5535
CONNECT WITH Alex
  • facebook link
  • linkedin link

Michael D. Puckett

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Indiana and the surrounding communities.

CFG Wealth Management Services, Inc.

9840 Westpoint Dr, Ste 150A
Indianapolis, IN 46256
(888) 234-9674
+1 More Number
(317) 841-7959

Andrea Whitican

CFP®

Specialties:

Commission and Fee Financial Advisor serving Indiana and the surrounding communities.

One To One Financial Advisors

8888 Keystone Xing STE 1600
Indianapolis, IN 46240
(317) 819-7352

Kyle Ryan McCune

CFP®

Planner

Specialties: Comprehensive Financial Planning

Financial Advisor serving Indiana and the surrounding communities.

Reify Wealth Advisors

3500 Depauw Blvd, Ste 1035
Indianapolis, IN 46268-6125
(317) 872-5090
CONNECT WITH Kyle
  • linkedin link

Patrick Andrews

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

WWA Planning & Investments

427 Washington St
Columbus, IN 47201-6757
(812) 379-1120
CONNECT WITH Patrick
  • linkedin link

Jacob C. Rich

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Capstone Wealth Advisors

5875 Castle Creek Parkway North Dr, Ste 290
Indianapolis, IN 46250-4358
(317) 577-8233
CONNECT WITH Jacob
  • linkedin link

Joseph A. Clark

CFP®, RFC

Managing Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Financial Advisor serving Indiana and the surrounding communities.

Financial Enhancement Group

2704 Enterprise Drive
Anderson, IN 46013
(800) 928-4001
+1 More Number
(765) 621-0991

Daniel Lubs

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving Indiana and the surrounding communities.

Integrated Investment Strategies, Inc.

600 E Carmel Dr, Ste 110
Carmel, IN 46032-3003
CONNECT WITH Daniel
  • linkedin link

Erik Brenner

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Hilltop Wealth & Tax Solutions

4100 Edison Lakes Pkwy, Ste 225
Mishawaka, IN 46545-3484
(574) 889-7426