Top financial advisors in Connersville, 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.
If you're managing your finances in Connersville, IN, you might face unique challenges like balancing investments with a flat state income tax and a generally lower cost of living. Without an advisor familiar with these local factors, you risk missing opportunities to optimize your budget and tax planning.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your overall financial plan.
- Cost of living adjustments. Ask how they tailor spending and saving strategies to Connersville's lower living costs.
- Experience with regional markets. Look for advisors who understand local economic trends affecting your investments.
- Comprehensive budgeting. Ensure they help you align your financial goals with realistic cash flow management in your area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas B
Series 66
Centerville, IN
LPL Financial
Thomas Bevington offers expertise in wealth management and retirement plans for business owners, with nine years of experience and a Series 66 designation. Operating through LPL Financial, a large firm with a flat-fee structure, he provides access to extensive investment solutions and research, which may benefit those managing finances in Connersville, IN, by addressing local tax and cost-of-living considerations.
Experience: 9 years
Avg account: $399,489
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Darci M
Series 63, Series 66
Metamora, IN
FIFTH THIRD SECURITIES, Inc.
Darci Metcalf brings 15 years of experience and expertise in passive investing, tax-loss harvesting, and sustainable investing, which can help navigate Connersville's financial landscape including tax and investment considerations. Affiliated with the large firm Fifth Third Securities, she offers a 1.50% AUM fee structure and serves diverse clients, providing access to multiple managed-account options and local insight as a property owner in nearby Metamora, IN.
Experience: 15 years
Avg account: $230,450
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Devin H
Series 66
Connersville, IN
Edward Jones
Devin Hornsby, based in Connersville, IN, offers expertise in retirement income strategy and college savings, supported by nine years of industry experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory strategies and serves clients including retirees and business owners, with a fee structure up to 1.35% annually.
Experience: 10 years
Avg account: $246,728
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Stasia V
Series 63, Series 65
Richmond, IN
Vista Investment Partners
Stasia Veramallay brings 24 years of experience and holds Series 63 and 65 licenses, offering expertise in options, derivatives strategies, and annuities, which can help navigate Indiana's flat income tax and local economic factors near Connersville. As an independent advisor at Vista Investment Partners, she supports diverse clients with a 1.50% AUM fee, emphasizing asset allocation and innovative strategies like bitcoin and covered-call overlays, distinguishing her from others in the region.
Experience: 25 years
Avg account: $764,985
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Larry C
Series 63, Series 65
Liberty, IN
BFC PLANNING, Inc.
Larry Coyle brings 22 years of experience and specializes in concentrated stock management, options and derivatives strategies, and real estate investing, which can help navigate Connersville's unique financial landscape. His firm, BFC Planning, Inc., offers flat-fee financial planning and serves a diverse client base, providing access to multiple advisory platforms and a broad range of investment options, distinguishing him from other advisors in the region.
Experience: 23 years
Avg account: $325,935
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