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Edward W. Ochoa

CFP®

Financial Advisor

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

Financial Advisor serving Indiana and the surrounding communities.

Ameriprise Financial Services, LLC

484 W Main St
Greenwood, IN 46142
(317) 884-8938

Justin B. Whelan, III

CFP®

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Vivaldi Capital Management

11634 Maple Street
Fishers, IN 46038
(317) 913-7000

William P. Gettings

CFP®

Managing Partner

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Gettings Reed Financial

672 Main St, Ste 300
Lafayette, IN 47901
(765) 742-7366

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

Brent Walker

CFP®

Partner 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.

Allworth Financial

8801 River Crossing Blvd, Ste 100
Indianapolis, IN 46240-2295
(317) 818-1040

Ed Snyder

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Oaktree Financial Advisors

12900 N. Meridian Street, Suite 130
Carmel, IN 46032
(317) 818-1631
CONNECT WITH Ed
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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

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

Chad D. Reed

CPA, CFP®

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Valeo Financial Advisors, LLC

14035 Honey Tree Dr
Carmel, IN 46032
(317) 218-6000

Jodie R. Fishel

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving Indiana and the surrounding communities.

Innovative Financial Solutions

357 E Winslow Rd
Bloomington, IN 47401-7327
(812) 337-1999

Tia Lee

CFP®, CFTA

Senior Wealth Advisor

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

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

Focus Partners Wealth

600 E 96th St, Ste 130
Indianapolis, IN 46240
(317) 663-5600

Brian E. Martin

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Indiana and the surrounding communities.

Strategic Wealth Partners

8334 Carefree Circle
Indianapolis, IN 46236
(317) 517-0935

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
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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
(219) 386-3920

Benjamen M. Banks

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

FORUM Private Client Group

11313 USA Pkwy
Fishers, IN 46037-9214

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
(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

Logan Lavelle Hunt

111 Congressional Blvd
Carmel, IN 46032
(877) 949-7444
(812) 949-7444

Kelli K. Ellison

CFP®, EA, MBA, MSA

President, Financial Planner

Specialties:

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Panoramic Financial Planning

3815 River Crossing Pkwy, Ste 100
Indianapolis, IN 46240-7766
(317) 566-2048

Drummond Osborn, II

CFP®

President & Senior 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.

OSBORN Wealth Management

912 Michigan Ave, PO Box 1646
LaPorte, IN 46352
(219) 362-8567

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
(317) 841-7959

Aaron R. Williams

CFP®

Senior Financial Planner

Specialties:

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Market Street Wealth Management Advisors

3105 E. 98th Street, Ste 170
Indianapolis, IN 46280
(317) 672-1947

Edward Wildermuth

CFP®, ChFC®, CPA

Financial Planner

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

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

Mosaic Wealth Advisors

580 E Carmel Drive, Suite 208
Carmel, IN 46032
(317) 688-9500
CONNECT WITH Edward
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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

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

Clinton James Seefeldt

CFP®

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.

Savvy Wealth

580 East Carmel Drive, Suite 208
Carmel, IN 46032
(317) 695-3960

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
(765) 621-0991

Brockton Yoder

CFP®

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

Financial Advisor serving Indiana and the surrounding communities.

Compass Investments

6529 East Whitestown Parkway
Zionsville, IN 46077
(317) 858-6136
CONNECT WITH Brockton
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Jason Breaux

CFP®

Specialties:

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

Edward Jones

3600 Woodview Trce, Ste 160
Indianapolis, IN 46268-3122