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 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 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 tailor budgets considering Bloomington's generally lower expenses compared to national averages.
- Experience with life stages. Look for advisors who understand financial needs across milestones like education funding or retirement timing.
- Fee structure clarity. Since flat-fee advisors are common here, clarify how fees are charged and what services are included.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hiu Ching C
Series 66
Bloomington, IN
OSAIC
Hiu Ching Chan offers financial planning in Bloomington, IN, with a focus on annuities and experience serving founders, executives, and retirees. Operating within OSAIC, a large firm with flat-fee options, she provides negotiable fees and access to technology-driven investment processes, distinguishing her from advisors with different fee structures or smaller firm resources.
Experience: 1 year
Avg account: $398,336
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Bridget B
Series 63, Series 65
Bloomington, IN
Cambridge Investment Research Advisors
Bridget Baugh offers expertise in retirement income strategies and plans for business owners, making her well-suited for clients in Bloomington navigating retirement or business-related financial planning. Affiliated with Cambridge Investment Research Advisors, a large firm, she provides flat-fee financial planning options and has seven years of industry experience, distinguishing her with both specialized knowledge and flexible fee structures.
Experience: 7 years
Avg account: $378,281
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Jeremy J
Series 66
Bloomington, IN
&PARTNERS
Jeremy Jeffers in Bloomington, IN, offers expertise in private and alternative investments, options and derivatives strategies, and retirement plans for business owners, which suits clients navigating complex financial needs. Affiliated with the large firm &PARTNERS, he provides flexible fee structures including flat fees and negotiable asset-based fees, serving a diverse client base from individuals to sovereign wealth funds.
Experience: 2 years
Avg account: $384,909
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Matthew K
CFP®, Series 66
Bloomington, IN
Wellington Investment Advisors
Matthew Krugman offers retirement planning and income strategy expertise in Bloomington, IN, with a focus on annuities and wealth management. His firm, Wellington Investment Advisors, manages $233.4 million for 375 clients using fundamental and technical analysis combined with Modern Portfolio Theory, providing both discretionary and non-discretionary portfolio management. He operates with a flat-fee structure, which may appeal to clients seeking clear, upfront financial planning costs.
Experience: 3 years
Avg account: $676,267
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Dennis T
Series 63, Series 65
Bloomington, IN
Cfci
Dennis Thacker offers expertise in retirement plans for business owners and college savings, making him well-suited for Bloomington residents planning for retirement or education funding. His firm, J. W. Cole Advisors, Inc., is a large multi-advisor firm managing over $515 million, providing flat-fee options and a discretionary investment approach, which may appeal to clients seeking comprehensive services with flexible fee structures.
Experience: 16 years
Avg account: $507,358
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