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Linda M. Zimmermann

CFP®

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

Financial Advisor serving Indiana and the surrounding communities.

1348 Pauls Dr
Greenfield, IN 46140-1130
(317) 462-2856

David B. Stocker

CFP®

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

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

Wealth Strategies, Inc.

207 N High St
Muncie, IN 47305
(800) 560-3366
(765) 289-3366

Jim G. Burger

CFP®

Senior VP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Banking, Estate Planning,...More

Financial Advisor serving Indiana and the surrounding communities.

1 Main St
Evansville, IN 47708
(812) 461-9205

Gordon F. Homes, Jr.

CFP®,ChFC, CLU, CASL

Special Needs Financial Planner

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

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

MetLife

900 E 96th St., Suite 300
Indianapolis, IN 46240
(800) 903-6380
(317) 567-2005
CONNECT WITH Gordon
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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

Edward J. Snyder

CFP®, ChFC

President

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.

Oaktree Financial Advisors, Inc

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

Carrie B. Ryan

CFP®

Managing Principal

Specialties:

Financial Advisor serving Indiana and the surrounding communities.

Wells Fargo Advisors FiNet

9100 Keystone Crossing, Ste. 625
Indianapolis, IN 46240
(317) 846-1999

Kevin J. Ervin

CFP®

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

Financial Advisor serving Indiana and the surrounding communities.

Market Street Wealth Management Advisors

3105 E. 98th Street, Ste 170
Indianapolis, IN 46280
(317) 860-1085

Benjamin J. Abraham

CFP®, ChFC, CLU, RIC

Financial Planner

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

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

One To One Financial Advisors

3610 River Crossing Pkwy, Ste 280
Indianapolis, IN 46240
(800) 667-5792
(317) 818-4673

Gregory E. Heldman

CPA/PFS, CFP®

Principal

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

Financial Advisor serving Indiana and the surrounding communities.

EHC Wealth Advisors LLC

130 E Epler Ave, Ste A
Indianapolis, IN 46227

Jalene T. Hahn

CFP®

Financial Planner

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
(812) 379-1120

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

Evan D. Bedel

CFP®

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

Financial Advisor serving Indiana and the surrounding communities.

Bedel Financial Consulting, Inc.

8940 River Crossing blvd, #120
Indianapolis, IN 46240
(317) 843-1358

Brian O. Wright

CFP®

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

ARGI Financial Group

5750 Castle Creek Pkwy North Dr., #170
Indianapolis, IN 46250
(317) 436-6260

Brian E. Martin

CFP®

Director of Financial Services

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

Financial Advisor serving Indiana and the surrounding communities.

Cambridge Financial Consultants LLC

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

John T. Wheeler, IV

CFP®, CPA/PFS, BCA

Senior Financial Consultant

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Castle Wealth Advisors

9820 Westpoint Drive, Suite 200
Indianapolis, IN 46256
(317) 849-9559

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

8335 Allison Pointe Trail, Suite 110
Indianapolis, IN 46250
(317) 577-9000
CONNECT WITH Jeffrey
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Al P. Lindsten

CFP®

Financial Advisor

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

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

Shelton Financial Group

7617 W Jefferson Blvd
Fort Wayne, IN 46804
(260) 436-7006

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.

7702 Woodland Dr, Ste 150
Indianapolis, IN 46278
(866) 875-0202
(317) 875-0202

Wesley M. Kotys

CFP®, AAMS®

President/Wealth Advisor

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Kotys Wealth Professionals

175 Lincolnway, Ste D
Valparaiso, IN 46383
(219) 465-6924
CONNECT WITH Wesley
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Emily C. Millsap

CFP®, CExP(TM)

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

Financial Advisor serving Indiana and the surrounding communities.

858 S Villa Dr
Evansville, IN 47714
(812) 483-3911

Drummond Osborn

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

1615 Lincolnway, PO Box 1646
LaPorte, IN 46350
(219) 362-8567

Alex Perkins

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

WealthPoint Advisors

8335 Allison Pointe Trail, Suite 135
Indianapolis, IN 46250
(317) 348-9960
(317) 348-9960

Ronald A. Silverman

CPA, CFP®

President & CEO

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Creative Finl. Plng. Advisors, Inc.

5652 Yellow Wood Drive
South Bend, IN 46614-5565
(800) 726-5427
(574) 232-8000

Chad Baxter

CFP®

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

Clarify Wealth Management

2925 Union St
Lafayette, IN 47904
(765) 447-1133
CONNECT WITH Chad
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Brendan Crews

CFP®

Financial Advisor

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

Financial Advisor serving Indiana and the surrounding communities.

Daviman Financial

5975 Castle Creek Parkway North Dr, Ste 440
Indianapolis, IN 46250-4377
(317) 207-0088
CONNECT WITH Brendan
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Erik Brenner

CFP®

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 Solutions

527 Park Place Ct, Ste 100
Mishawaka, IN 46545-3681
(574) 889-7526

Kelly A. Shikany

CFP®

Vice-President

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

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

CAPTRUST Advisors

1927 N Country Lane
Michigan City, IN 46360

CAPTRUST Advisors

3100 Village Pt
Chesterton, IN 46304-0079

Theresa Claire

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Indiana and the surrounding communities.

3925 Hagan Street, Suite 300
Bloomington, IN 47401
(866) 333-4726
CONNECT WITH Theresa
  • linkedin link