Top financial advisors in Crawfordsville, 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 Crawfordsville, IN when you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without considering your local economic environment and personal circumstances.
- Local market knowledge. Ensure the advisor understands Crawfordsville's economic factors that could impact your financial goals.
- Experience with diverse client needs. Look for advisors who have helped clients with situations similar to yours, whether it's retirement, education funding, or wealth transfer.
- Clear fee structures. Ask how they charge for their services to avoid surprises and ensure their approach aligns with your budget.
- Communication style. Confirm they provide updates and explanations in a way that matches your preferences and keeps you informed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bradley G
Series 63, Series 66
Crawfordsville, IN
Edward Jones
Bradley Gonso offers expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, making him well-suited for complex financial needs in Crawfordsville, IN. With 22 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides both discretionary and non-discretionary advisory strategies with a clear fee structure of up to 1.35% annually.
Experience: 22 years
Avg account: $246,728
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John H
CFP®, Series 66
Fishers, IN
LPL Financial
John Heinzinger offers expertise in wealth management and retirement plans tailored for business owners, supported by 15 years of industry experience and CFP® certification. Operating through LPL Financial, a large firm with a flat-fee structure, he serves diverse clients including high-net-worth households, providing access to extensive investment resources and personalized financial planning in Crawfordsville, IN.
Experience: 15 years
Avg account: $399,489
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Kyle L
Series 63, Series 65
Crawfordsville, IN
OSAIC
Kyle Lutes offers 23 years of experience in Crawfordsville, IN, with expertise in annuities and a background serving founders, executives, and retirees. Operating within OSAIC, a large firm known for technology-driven investment processes and diverse client services, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and comprehensive advisory options.
Experience: 23 years
Avg account: $398,336
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Jessica B
CFP®
Crawfordsville, IN
Market Street Wealth Management Advisors, LLC
Jessica Bokhart offers expertise in wealth management and ESG investing, supported by 11 years of experience and CFP® certification, making her well-suited for clients in Crawfordsville, IN. She works at Market Street Wealth Management Advisors, a firm managing $711 million with a flat-fee financial planning structure and a focus on asset allocation using mutual funds and ETFs, serving high-net-worth individuals independently.
Experience: 11 years
Avg account: $1,802,158
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Caleb W
Series 63, Series 66
Crawfordsville, IN
J.P. Morgan Securities
Caleb Wilson offers wealth management services in Crawfordsville, IN, backed by 17 years of experience and Series 63 and 66 licenses. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he charges a 0.30% annual fee on assets under management, providing a blend of large-firm resources and personalized advisory services.
Experience: 17 years
Avg account: $318,381
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