Top financial advisors in Evansville, 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 Evansville, IN, you might face unique challenges like balancing flat state income tax with your overall budget. A common mistake is overlooking how local tax rules and living costs affect your long-term financial plans.
- Local tax insight. Confirm how the advisor integrates Indiana's flat income tax into your tax planning to avoid surprises.
- Cost of living adjustments. Ask how they factor Evansville's generally lower living expenses into your budgeting and investment strategies.
- Experience relevance. Look for advisors who understand regional economic trends that could impact your financial goals.
- Comprehensive planning. Ensure they consider both state-specific rules and your personal circumstances when crafting your financial roadmap.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael B
Series 65
Evansville, IN
Apollon Wealth Management, LLC
Michael Battaglia II offers expertise in retirement plans for business owners and business exit strategies, which is valuable for managing finances in Evansville's tax environment. His firm uses tax-aware strategies and a mix of fundamental and tactical investment approaches, with flat-fee pricing starting at $5,000, serving a diverse client base including high-net-worth individuals and businesses.
Experience: 11 years
Avg account: $1,342,146
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Scott F
CFP®, Series 63, Series 65
Evansville, IN
Kovack Advisors, inc.
Scott Furbee's 19 years of experience and CFP® certification equip him to address Evansville's financial nuances, including Indiana's flat income tax and local cost of living. At Kovack Advisors, he offers flexible fee structures like flat fees and negotiable AUM rates, serving a diverse clientele with a focus on diversified mutual fund and ETF investments, distinguishing him from advisors with narrower scopes or fee models.
Experience: 19 years
Avg account: $433,120
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Bryan R
CFP®, Series 66
Evansville, IN
STIFEL
Bryan Ruder's 12 years of experience and CFP® certification equip him to address Evansville's financial nuances, including retirement and income planning. Working at Stifel, a large firm with a proprietary investment strategy, he serves diverse clients and integrates local economic factors, setting him apart from advisors with less regional insight or smaller firm resources.
Experience: 12 years
Avg account: $773,556
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Paul K
ChFC®, Series 63, Series 66
Evansville, IN
KPP Advisory Services LLC
Paul Kohlman offers extensive expertise in wealth management and retirement plans tailored for business owners, making him well-suited for financial planning in Evansville's tax environment. With 39 years of experience at KPP Advisory Services LLC, he provides flat-fee and hourly options, managing $874 million in assets with a fiduciary-standard approach that includes mutual funds, ETFs, and algorithm-based strategies.
Experience: 39 years
Avg account: $310,641
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Marcus H
Series 63, Series 66
Evansfille, IN
Eagle Strategies (NY Life)
Marcus Hester offers expertise in retirement income strategies and business owner retirement plans, making him well-suited for managing finances in Evansville's tax environment. His affiliation with Eagle Strategies, a large firm linked to New York Life, provides access to diverse investment solutions and flexible fee structures, including asset-based and hourly options, distinguishing him from other local advisors.
Experience: 13 years
Avg account: $235,446
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