Top financial advisors in Columbus, 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 managing your finances in Columbus, IN, understanding how local tax rules and living costs affect your plans is key. Without an advisor familiar with these specifics, you might overlook opportunities to optimize your budget and investments.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your overall financial plan.
- Cost of living adjustments. Ask how they tailor strategies to Columbus's generally lower living expenses.
- Experience depth. Look for advisors who can navigate both local and broader financial landscapes to support your goals.
- Fee structure clarity. Understand whether their fees align with your preferences, such as flat-fee arrangements, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Crystal R
Series 66
Columbus, IN
LPL Financial
Crystal Rickard offers wealth management and retirement plan expertise tailored to Columbus, IN, with a decade of industry experience and Series 66 licensing. Her affiliation with LPL Financial, a large firm providing diverse client services and in-house research, complements her flat-fee financial planning, distinguishing her from advisors with different fee structures or smaller firm resources.
Experience: 11 years
Avg account: $399,489
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Leeanne L
CFP®, Series 63, Series 65
Columbus, IN
Donaldson Capital Management LLC
Leeanne Lollar's 12 years of experience and CFP® certification equip her to address Columbus, IN's financial nuances, including local tax and cost of living factors. At Donaldson Capital Management LLC, she offers flat-fee financial planning with a $4,500 minimum, focusing on high-net-worth clients and employing proprietary portfolio strategies that blend fundamental, technical, and statistical analysis.
Experience: 12 years
Avg account: $1,683,823
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Margaret K
CFP®
Columbus, IN
Kirr, Marbach & Company, LLC
Margaret Kamman offers financial guidance in Columbus, IN, with a focus on active portfolio management and concentrated stock strategies, suitable for high-net-worth clients. Her experience at Kirr, Marbach & Company, LLC, which employs a long-term, value-oriented equity approach and defined-maturity ETFs, distinguishes her from others by combining local insight with institutional-level investment strategies and a 1.50% AUM fee structure.
Experience: 4 years
Avg account: $2,162,491
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Steven E
Series 66
Columbus, IN
Concurrent Investment Advisors, LLC
Steven Engelstad offers wealth management and retirement plan expertise tailored to Columbus, IN, with 12 years of experience and a Series 66 designation. His firm, Concurrent Investment Advisors, manages nearly $10 billion using a long-term investment approach and provides flexible flat-fee and project-based financial planning options, distinguishing him from advisors with more traditional fee structures.
Experience: 13 years
Avg account: $1,183,802
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John H
CFP®, Series 66
Columbus, IN
Edward Jones
John Hayden offers expertise in retirement plans for business owners and college savings, making him well-suited for financial planning in Columbus, IN, where local tax and cost of living factors are important. As a CFP®-certified advisor at Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive wealth management approach with an AUM fee up to 1.35%, distinguishing him from smaller or less specialized advisors.
Experience: 11 years
Avg account: $246,728
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