Top financial advisors in Anderson, IN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Anderson, IN when you're navigating life changes like buying a home, planning for college, or preparing for retirement. A common mistake is overlooking how local tax rules and living costs affect your long-term budget and investment choices.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your financial plan.
- Cost of living adjustments. Ask how they tailor strategies to Anderson's generally lower expenses compared to larger cities.
- Experience with life transitions. Look for advisors who guide you through major milestones, not just investment management.
- Holistic budgeting approach. Ensure they consider your entire financial picture, including debts, savings, and future goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tatiana D
Series 63, Series 66
Anderson, IN
Fidelity
Tatiana Daniels offers financial guidance in Anderson, IN, with a focus on charitable giving and active portfolio management, supported by four years of industry experience and Series 63 and 66 licenses. Working at Fidelity, a large firm known for combining fundamental research and quantitative analysis, she provides access to systematic portfolio construction and a broad range of investment options, distinguishing her from advisors at smaller firms.
Experience: 5 years
Avg account: $234,793
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Travis C
CFP®, Series 63, Series 66
Anderson, IN
Wells Fargo Clearing
Travis Callaway's 25 years of experience and CFP® certification equip him to address financial planning needs in Anderson, IN, including local tax considerations and life transitions. Working with Wells Fargo Clearing, a large firm offering flat-fee structures and a modern portfolio theory approach, he serves high-net-worth clients, differentiating him from advisors focused on smaller account sizes or different fee models.
Experience: 25 years
Avg account: $475,575
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John C
Series 63, Series 66
Anderson, IN
LPL Financial
John Compton offers expertise in wealth management and retirement plans for business owners, with 30 years of industry experience in Anderson, IN. His affiliation with LPL Financial, a large firm, provides access to extensive investment solutions, and his flat-fee structure for financial planning may appeal to clients seeking predictable costs compared to hourly fees.
Experience: 31 years
Avg account: $399,489
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Treavor D
CFP®, Series 65
Anderson, IN
Sycomore Financial
Treavor Dodsworth offers tailored financial planning in Anderson, IN, with expertise in retirement income strategy, college savings, and business sale tax planning, addressing local tax and cost-of-living factors. As a CFP®-certified independent advisor with 10 years of experience, he provides hourly project-based planning and emphasizes passive, diversified portfolios, distinguishing his approach from others in the area.
Experience: 10 years
Avg account: $282,706
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Lesta A
Series 63, Series 66
Anderson, IN
Lincoln Investment
Lesta Andersen offers extensive expertise in wealth management and retirement plans tailored for business owners, supported by 39 years of industry experience and a focus on clients approaching retirement in Anderson, IN. Affiliated with Lincoln Investment, a large firm managing $18.9 billion in assets, she provides flexible fee options including flat and hourly fees, distinguishing her through a broad service range and seasoned insight into local financial nuances.
Experience: 39 years
Avg account: $157,266
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