Top financial advisors in Elkhart, 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 Elkhart, IN when you're navigating major 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 long-term 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 factor Elkhart's generally lower living expenses into your budgeting and savings goals.
- Experience with life transitions. Look for advisors who discuss managing cash flow during events like home purchases or education funding.
- Holistic planning approach. Ensure they consider your entire financial picture, not just investments, to align with your personal goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cien A
Series 63, Series 66
Elkhart, IN
Edward Jones
Cien Asoera's 23 years of experience and expertise in retirement income strategy and estate planning make him well-equipped to address major life changes in Elkhart, IN, including local tax considerations and cost of living adjustments. As a seasoned advisor at Edward Jones, a large full-service firm with diverse advisory solutions and a substantial client base, he offers a broad range of services that may suit clients seeking comprehensive financial planning.
Experience: 24 years
Avg account: $246,728
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Elizabeth B
Series 63, Series 65
Elkhart, IN
STIFEL
Elizabeth Borger's 33 years of experience and focus on general retirement and income planning make her well-suited for managing life transitions like retirement in Elkhart, IN. Working at Stifel, a large firm with a proprietary investment methodology, she supports diverse clients including individuals and institutions, offering both brokerage and advisory services that may provide broader financial solutions compared to smaller firms.
Experience: 33 years
Avg account: $773,556
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Greg E
Series 66
Elkhart, IN
Cetera
Greg Emmack's 21 years of experience and Series 66 designation equip him to address financial planning needs in Elkhart, including managing retirement plans for business owners and tax-loss harvesting. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients such as high earners approaching retirement, providing a broad institutional and trust network advantage.
Experience: 22 years
Avg account: $306,089
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Douglas M
Series 63, Series 65
Elkhart, IN
Raymond James & Associates
Douglas Mick offers extensive expertise in general retirement planning and wealth management, supported by 45 years of industry experience and Series 63 and 65 licenses. Operating from Elkhart, IN with Raymond James & Associates, a large firm, he provides flat-fee financial planning and investment consulting, catering to a diverse client base including individuals and corporate entities, which distinguishes him from advisors with narrower client focuses.
Experience: 45 years
Avg account: $788,879
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John M
CFP®, Series 63, Series 66
Elkhart, IN
United Capital Financial Advisors
John Mckissick offers expertise in ESG and sustainable investing, along with annuities, which can be valuable for clients in Elkhart navigating life transitions like retirement or home buying. His firm provides discretionary portfolio management with customized strategies and negotiable flat financial planning fees, distinguishing him from others by combining local insight with faith-based investment options and a broad client service approach.
Experience: 15 years
Avg account: $829,769
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