Top financial advisors in Greencastle, 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 Greencastle, IN when you're planning for major life changes like retirement or managing investments in a state with flat income tax. Without local insight, advisors may overlook how Indiana's tax structure and living costs affect your long-term financial plans.
- State tax knowledge. Confirm how they incorporate Indiana's flat income tax into your budgeting and tax planning.
- Cost of living impact. Ask how they adjust investment and spending strategies to reflect Greencastle's generally lower living expenses.
- Experience with local regulations. Ensure they understand state-specific rules that could influence your retirement accounts or estate plans.
- Long-term planning focus. Look for advisors who consider how local economic factors affect your financial goals over many years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lottie B
Series 63, Series 65
Greencastle, IN
Mass Mutual Investors Services
Lottie Barcus offers extensive experience in financial planning with 29 years in the industry and expertise in estate planning, multi-generational wealth transfer, and cash flow management, which are valuable for navigating Indiana's flat income tax and local economic factors. Affiliated with Mass Mutual Investors Services, a large firm providing diverse programs like wrap accounts and money-manager options, she also serves business owners and trusts, distinguishing her with broad client service capabilities in Greencastle.
Experience: 29 years
Avg account: $249,379
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Ginger S
Series 65
Greencastle, IN
Wabash Capital, Inc.
Ginger Scott's 26 years of experience and Series 65 designation equip her to navigate Greencastle's financial landscape, including Indiana's flat income tax and local economic factors. At Wabash Capital, she offers discretionary investment management with a focus on diversified, risk-based portfolios and a blend of passive and active strategies, charging a 1.50% AUM fee and $150 hourly for special projects.
Experience: 26 years
Avg account: $187,660
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Vernon S
Series 63, Series 65, Series 66
Greencastle, IN
J. W. Cole Advisors, Inc.
Vernon Stewart's 41 years of experience and Series 63, 65, and 66 credentials equip him to address retirement planning and college savings needs in Greencastle, IN, considering Indiana's flat income tax and local economic factors. Affiliated with J. W. Cole Advisors, a large SEC-registered firm, he offers flat-fee financial planning and consulting, distinguishing him from advisors with purely asset-based fees.
Experience: 41 years
Avg account: $255,702
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Jacqueline E
CFP®, Series 66
Greencastle, IN
Edward Jones
Jacqueline Ellis brings 15 years of experience and CFP® certification to clients in Greencastle, IN, offering expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a range of advisory programs with fees up to 1.35% annually, suitable for retired individuals, founders, and executives seeking comprehensive financial strategies.
Experience: 16 years
Avg account: $246,728
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Erich R
Series 63, Series 65
Greencastle, IN
LPL Financial
Erich Raasch's 36 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address financial needs in Greencastle, IN, considering Indiana's flat income tax and local economic factors. His affiliation with LPL Financial, a large firm offering flat-fee planning and supported by in-house research, distinguishes him from others by combining seasoned insight with structured fee options and broad client services.
Experience: 36 years
Avg account: $399,489
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