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.
You might seek a financial advisor in Evansville, IN when you're navigating complex financial decisions like retirement planning or managing investments in a state with a flat income tax. A common pitfall is working with an advisor who overlooks how local tax rules and living costs impact your long-term financial goals.
- Local tax knowledge. Confirm how they incorporate Indiana's flat income tax into your overall plan to avoid surprises.
- Cost of living insights. Ask how they adjust strategies considering Evansville's generally lower expenses compared to other regions.
- Experience with diverse clients. Look for advisors who have helped clients with varying financial situations in Evansville, ensuring they understand your unique context.
- Comprehensive retirement planning. Ensure they consider all income sources and tax implications specific to Indiana when crafting your retirement 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 tax-loss harvesting, which is valuable for navigating Indiana's flat income tax and Evansville's cost of living. His firm, Apollon Wealth Management, serves diverse clients including high-net-worth individuals and businesses, providing both flat-fee and AUM-based pricing, distinguishing him from advisors with more limited fee structures or client types.
Experience: 11 years
Avg account: $1,342,146
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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 retirement and income planning needs in Evansville, IN, with an understanding of local tax and cost-of-living factors. Working at Stifel, a large firm with a proprietary investment methodology, he serves diverse clients including individuals and institutions, which may offer broader resources compared to smaller local advisors.
Experience: 12 years
Avg account: $773,556
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Bart E
Series 66
Evansville, IN
LPL Financial
Bart Emig offers expertise in college savings plans and operates within LPL Financial, a large firm known for diverse advisory programs and technology-driven strategies. His flat-fee and hourly fee structures provide flexible options, and his 12 years of experience in Evansville, IN, equip him to consider local tax and cost-of-living factors in financial planning.
Experience: 12 years
Avg account: $399,489
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Marcus H
Series 63, Series 66
Evansfille, IN
Eagle Strategies (NY Life)
Marcus Hester's 13 years of experience and Series 63 and 66 licenses equip him to address retirement planning and business exit strategies in Evansville, IN, considering local tax and cost of living factors. His affiliation with Eagle Strategies, a large firm offering flat-fee options and diverse advisory programs, distinguishes him by providing flexible fee structures and access to extensive resources compared to smaller local advisors.
Experience: 13 years
Avg account: $235,446
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Tonya B
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Tonya Borders offers expertise in private and alternative investments, real estate investing, and tax-loss harvesting, which can be valuable for managing investments and retirement planning in Evansville's tax environment. As an independent advisor with a flat-fee option and 15 years of experience at Pettinga Financial Advisors, she serves a diverse client base with customized portfolios, distinguishing her from others by combining local insight with broad investment strategies.
Experience: 15 years
Avg account: $1,605,718
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