Top financial advisors in Decatur, 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 Decatur, IN when you're navigating major life changes like retirement, managing investments, or planning for education expenses. A common mistake is working with an advisor who overlooks how Indiana's flat state income tax and lower living costs affect your overall financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your budgeting and tax planning.
- Cost of living adjustments. Ask how they tailor spending and saving strategies to Decatur's generally lower expenses.
- Experience with life transitions. Look for advisors who guide you through retirement or education funding with a clear, step-by-step approach.
- Investment alignment. Ensure they align your portfolio choices with your personal goals and local economic factors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corey B
Series 63, Series 65
Decatur, IN
Wells Fargo Advisors
Corey Brannum's 18 years of experience and Series 63 and 65 licenses equip him to address financial planning needs in Decatur, IN, including cash flow and budgeting tailored to local economic factors. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers project-based planning and benefits from proprietary research tools, distinguishing him from advisors with smaller practices or less specialized resources.
Experience: 19 years
Avg account: $514,335
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Phillip S
Series 66
Decatur, IN
Thrivent Investment Management
Phillip Sollman in Decatur, IN, offers expertise in business ownership considerations, which can be crucial for clients managing investments or planning for education expenses amid local economic factors. His nine years of experience at Thrivent Investment Management, a large firm providing holistic, goal-based planning and managed-account programs, distinguish him from others by combining comprehensive services with a consolidated billing option.
Experience: 9 years
Avg account: $162,801
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Jerry B
Series 65
Decatur, IN
Midwest Capital Financial Advisors, LLC
Jerry Baughman offers financial planning in Decatur, IN, with a focus on college savings and cash flow management, which suits clients planning for education expenses or budgeting needs. His firm manages $12.9 million for about 100 clients, providing both discretionary and non-discretionary portfolio management, and charges 1.25% AUM fees or hourly rates from $75 to $250, distinguishing him with flexible fee options and a blend of fundamental and technical investment analysis.
Experience: 1 year
Avg account: $149,423
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Nicholas W
Series 65
Decatur, IN
OneAscent Financial Services LLC
Nicholas Wurster offers financial planning in Decatur, IN, with expertise in tax-loss harvesting and options strategies, which can help tailor investment choices to local economic factors and tax considerations. His firm, OneAscent Financial Services LLC, manages $2.61 billion and provides flat-fee and hourly fee structures, serving a diverse client base including executives and business owners, which may suit those seeking flexible, independent advice.
Experience: 2 years
Avg account: $589,892
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Dustin B
Series 66
Decatur, IN
Edward Jones
Dustin Bantz offers financial guidance in Decatur, IN, with expertise in estate planning, multi-generational wealth transfer, and retirement planning, which suits clients managing life transitions in this region. His background as a founder and business owner, combined with Edward Jones' large-firm resources and a fee structure up to 1.35% annually, distinguishes him from other advisors by blending personal entrepreneurial experience with broad institutional support.
Experience: 3 years
Avg account: $246,728
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