Top financial advisors in Goshen, 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 Goshen, IN when you're navigating major life changes like buying a home, planning for retirement, or managing family finances. A common mistake is overlooking how local tax rules and living costs affect your overall financial plan.
- Local tax insight. Confirm how the advisor incorporates Indiana's flat state income tax into your strategy to avoid surprises.
- Cost of living adjustments. Ask how they factor Goshen's generally lower living expenses into your budgeting and long-term goals.
- Experience with life stages. Check if they understand financial needs specific to your generation, whether Baby Boomer, Gen X, or Millennial.
- Fee structure clarity. Inquire about flat-fee options to know exactly what you'll pay for their services.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David T
Series 66
Goshen, IN
Equitable Advisors
David Teall specializes in retirement income strategy and Social Security optimization, making him well-suited for Baby Boomers in Goshen, IN planning for retirement. With nine years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers a hybrid advisory and brokerage approach with fee options ranging from 0.20% to 2.50% annually and hourly planning fees between $100 and $400.
Experience: 9 years
Avg account: $570,841
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Aaron W
CFP®, CPA
Goshen, IN
Integrated Financial Planning Solutions, LLC
Aaron Wieand is well-equipped to assist Goshen residents with financial planning that integrates local tax considerations, leveraging his expertise in general tax planning and small business tax strategies. As a CFP® and CPA with 11 years of experience, he offers flat-fee services tailored to Gen X clients, focusing on high-net-worth individuals and providing independent, personalized advice distinct from other advisors in the area.
Experience: 11 years
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Marshall K
Series 63, Series 65
Goshen, IN
Primerica Advisors
Marshall Kelley Jr. offers financial guidance in Goshen, IN, with 23 years of experience and expertise in ESG investing, tax-loss harvesting, and income planning, which can help navigate local tax and cost-of-living factors. Affiliated with Primerica Advisors, a large firm providing discretionary asset management through a tiered wrap fee structure, he serves individual and high-net-worth clients, differentiating him from advisors with flat-fee models.
Experience: 23 years
Avg account: $228,117
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Kimberly P
Series 65, Series 63
Goshen, IN
Edward Jones
Kimberly Pedler in Goshen, IN, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, supported by six years of industry experience and Series 63 and 65 licenses. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a comprehensive advisory program with an annual fee up to 1.35%, suitable for clients seeking structured wealth strategies.
Experience: 6 years
Avg account: $246,728
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Amanda H
Series 63, Series 65
Goshen, IN
J.P. Morgan Securities
Amanda Hilton offers wealth management services in Goshen, IN, backed by 20 years of industry experience and credentials including Series 63 and 65 licenses. Affiliated with the large firm J.P. Morgan Securities, she provides access to institutional consulting and customized investment solutions, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive resources and a structured fee model.
Experience: 20 years
Avg account: $318,381
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