Top financial advisors in Bedford, 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.
When you're planning your financial future in Bedford, IN, you might face decisions about budgeting, investing, or retirement that require clear, practical advice. A common mistake is working with an advisor who overlooks how Indiana's flat state income tax and lower living costs affect your overall plan.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your tax planning to avoid surprises.
- Cost of living considerations. Ask how they adjust your budget and investment strategies to reflect Bedford's generally lower expenses.
- Experience with regional markets. Look for advisors who understand local economic factors that impact your financial goals.
- Holistic planning approach. Ensure they connect your income, expenses, and investments in a way that fits your lifestyle in Bedford.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Raven W
Series 66, Series 63
Bedford, IN
Edward Jones
Raven Woodward offers wealth management and tax-loss harvesting expertise tailored to Bedford's financial landscape, supported by Series 63 and 66 credentials. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, Raven provides access to diverse advisory programs and investment strategies, distinguishing her from smaller local advisors despite her relatively recent industry experience.
Experience: 2 years
Avg account: $246,728
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Thomas S
Series 63, Series 66
Bedford, IN
J.P. Morgan Securities
Thomas Strange IV offers wealth management services in Bedford, IN, leveraging 11 years of industry experience and credentials including Series 63 and 66 licenses. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized asset allocation, he serves executives and business owners with a 0.30% annual AUM fee, distinguishing him through access to extensive resources and tailored investment strategies.
Experience: 11 years
Avg account: $318,381
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Gregory S
Series 66
Bedford, IN
LPL Financial
Gregory Stokes offers 26 years of experience in Bedford, IN, specializing in wealth management, retirement plans for business owners, and tax-loss harvesting, which suits local financial planning needs including Indiana's flat income tax. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, blending extensive expertise with flexible fee options and a broad client service approach.
Experience: 26 years
Avg account: $399,489
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Michael F
Series 63, Series 65
Bedford, IN
Cfci
Michael Fidler offers over 31 years of experience and specializes in retirement plans for business owners and college savings, making him well-suited for Bedford residents planning their financial future. Affiliated with J. W. Cole Advisors, a large SEC-registered firm, he provides flat-fee and hourly financial planning options, distinguishing him with flexible fee structures and access to diverse managed account solutions.
Experience: 31 years
Avg account: $507,358
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Michael B
Series 63, Series 66
Bedford, IN
Cetera
Michael Bellush offers 21 years of experience in wealth management and retirement plans for business owners, making him well-equipped to address Bedford's financial planning needs, including tax-loss harvesting and charitable giving. Operating within Cetera, a large firm with over 6,800 advisors, he provides flexible flat-fee and hourly consulting options, distinguishing him with seasoned expertise and a client-focused fee structure.
Experience: 21 years
Avg account: $306,089
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