Top financial advisors in Angola, 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 Angola, 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 financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your strategy to avoid surprises.
- Cost of living adjustments. Ask how they factor Angola's generally lower expenses into your budgeting and savings goals.
- Experience with life stages. Look for advisors who understand financial needs across different ages and milestones, not just investment management.
- Firm size impact. Inquire whether working with a large firm or a smaller independent advisor better suits your personal attention and service preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam S
CFP®, ChFC®, Series 63, Series 65
Angola, IN
Cambridge Investment Research Advisors
Adam Smith's 25 years of experience and CFP® and ChFC® certifications equip him to address retirement income strategies and plans for business owners in Angola, IN. Working with Cambridge Investment Research Advisors, a large firm, he offers flat-fee financial planning and consulting, providing access to diverse investment platforms and services that may suit clients seeking comprehensive support beyond investment management.
Experience: 25 years
Avg account: $378,281
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Bridget M
Series 63, Series 65
Angola, IN
LPL Financial
Bridget Mcdermott's 30 years of experience and expertise in college savings plans make her well-suited for clients in Angola, IN navigating education funding. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, she provides flat-fee and hourly financial planning services, distinguishing her with flexible fee options and broad advisory capabilities.
Experience: 30 years
Avg account: $399,489
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Brian S
Series 66
Angola, IN
Edward Jones
Brian Sanborn offers retirement income strategy and estate planning guidance in Angola, IN, supported by his Series 66 designation and four years of industry experience. Working with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to comprehensive wealth management services with an annual program fee up to 1.35%, suitable for clients seeking established firm resources and local expertise.
Experience: 4 years
Avg account: $246,728
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Melissa B
Series 63, Series 66
Angola, IN
Key Investment Services LLc
Melissa Budak's 17 years of experience and Series 63 and 66 licenses equip her to address financial needs in Angola, IN, including local tax considerations and cost of living. Working with Key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs, she serves diverse clients with a focus on ESG investing, tax-loss harvesting, and both passive and active portfolio management.
Experience: 17 years
Avg account: $254,267
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Kenneth E
Series 63, Series 65, Series 66
Fremont, IN
ValMark Advisers, Inc.
Kenneth Ehinger offers extensive expertise in wealth management and business exit strategies, supported by 38 years of industry experience and Series 63, 65, and 66 licenses. Operating independently with ValMark Advisers, he provides flexible fee options including negotiated flat fees and hourly rates, distinguishing him from others by combining seasoned insight with adaptable planning services.
Experience: 38 years
Avg account: $554,438
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