Top financial advisors in Bloomington, 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 Bloomington, IN when you're navigating major life changes like buying a home, planning for retirement, or managing unexpected expenses. A common mistake is overlooking how local tax rules and living costs affect your overall financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your budgeting and tax planning.
- Cost of living adjustments. Ask how they tailor strategies to Bloomington's generally lower living expenses compared to national averages.
- Experience with life transitions. Look for advisors who guide you through buying property, retirement timing, or other key financial milestones.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that impacts the services you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bridget B
Series 63, Series 65
Bloomington, IN
Cambridge Investment Research Advisors
Bridget Baugh in Bloomington, IN, offers expertise in wealth management and retirement income strategies, including plans for self-employed clients, supported by seven years of industry experience and Series 63 and 65 credentials. Affiliated with Cambridge Investment Research Advisors, a large firm providing diverse investment options and flat-fee financial planning up to $25,000, she stands out for combining specialized retirement planning with flexible fee structures.
Experience: 7 years
Avg account: $378,281
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Jeremy J
Series 66
Bloomington, IN
&PARTNERS
Jeremy Jeffers offers expertise in wealth management and retirement income strategy, well-suited for Bloomington residents managing life transitions like retirement or property purchase. His firm, &PARTNERS, serves diverse clients including high-net-worth individuals and corporations, providing flat-fee financial planning and a blend of fundamental and quantitative investment approaches, distinguishing him from advisors with different fee structures or narrower client focuses.
Experience: 2 years
Avg account: $384,909
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Rodney H
Series 63, Series 65
Bloomington, IN
Cfci
Rodney Holloway offers extensive experience in Bloomington, IN, with 24 years in the industry and expertise in options and derivatives strategies, which can be valuable for managing complex financial transitions like retirement or property purchase. His firm, Cfci, manages $515 million in discretionary assets and serves a diverse client base, providing both discretionary portfolio management and financial consulting with a mutual fund model fee of 1.40% and negotiable hourly consulting rates.
Experience: 24 years
Avg account: $507,358
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Matthew K
CFP®, Series 66
Bloomington, IN
Wellington Investment Advisors
Matthew Krugman offers expertise in retirement planning and income strategies, making him well-suited for clients in Bloomington navigating retirement or major life changes. His flat-fee financial planning and independent status differentiate him from others, while his CFP® certification and experience at multiple firms add depth to his approach within a firm managing over $260 million for nearly 400 clients.
Experience: 3 years
Avg account: $676,267
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Wayne S
Series 63, Series 66
Bloomington, IN
OSAIC
Wayne Schuman's 45 years of experience and expertise in annuities, wealth management, and retirement plans for business owners make him well-equipped to address Bloomington's financial planning needs, including local tax considerations. Operating within the large firm OSAIC, he offers flat-fee structures up to $25,000 and serves a diverse client base, distinguishing him from advisors with smaller practices or different fee models.
Experience: 45 years
Avg account: $398,336
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