Top financial advisors in Frankfort, 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 Frankfort, IN, understanding how local tax rules and living costs affect your money is key. Without an advisor familiar with Indiana's flat state income tax and cost of living, you might miss opportunities to optimize your budget and investments.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your overall financial plan.
- Cost of living adjustments. Ask how they tailor strategies to the generally lower expenses in Frankfort compared to larger cities.
- Experience with regional markets. Look for advisors who understand local economic factors that impact your investments and retirement.
- Holistic budgeting approach. Ensure they consider both taxes and living costs together, not in isolation, to create a realistic financial roadmap.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua F
CFP®, Series 66
Frankfort, IN
Edward Jones
Joshua Fossnock's seven years of experience and CFP® certification equip him to navigate Frankfort's financial landscape, including local tax and cost of living considerations. As part of Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and retirement income strategies with a program fee up to 1.35%, serving executive and women professional clients.
Experience: 8 years
Avg account: $246,728
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Lori C
Series 63, Series 66
Frankfort, IN
Principal Advised Services
Lori Calloway offers tailored retirement income and cash flow planning in Frankfort, IN, leveraging 20 years of experience and expertise in retirement withdrawal strategies. As an independent advisor with Principal Advised Services, she provides personalized investment advice to retirement plan participants, supported by a subscription-based fee structure that may include promotional pricing, distinguishing her from other local advisors.
Experience: 21 years
Avg account: $61,426
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Caleb J
Series 63, Series 65
Colfax, IN
Thrivent Investment Management
Caleb Jones, based in nearby Colfax, IN, offers expertise in business ownership considerations, which can be valuable for clients managing finances in Frankfort's regional market. Working at Thrivent Investment Management, a large firm known for holistic, goal-based planning and flexible service options, he provides dedicated planning services that can be combined with managed accounts under consolidated billing, differentiating him from advisors focused solely on portfolio management.
Experience: 3 years
Avg account: $162,801
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Loyd T
Series 66
Frankfort, IN
Asset Management Strategies, Inc.
Loyd Timmons offers financial planning in Frankfort, IN, with 15 years of experience and expertise in retirement and income planning, using passive index investing and options strategies. His firm employs a trend-following asset allocation approach and serves diverse clients, including individuals and institutions, with flexible fee options like flat fees and AUM charges, distinguishing him from other local advisors.
Experience: 16 years
Avg account: $104,380
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Steven L
Series 66
Frankfort, IN
United Advisor Group
Steven Loveless offers financial guidance in Frankfort, IN, with eight years of experience and a Series 66 designation, focusing on annuities and independent advice. His affiliation with United Advisor Group provides access to discretionary and non-discretionary investment management, family office services, and a blend of fundamental, technical, and asset allocation strategies, distinguishing him from others by combining local presence with a team-based, long-term investment approach.
Experience: 8 years
Avg account: $214,453
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