Top financial advisors in Greensburg, 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 Greensburg, 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 cost of living affect your long-term budget.
- State tax knowledge. Confirm they understand Indiana's flat income tax and how it impacts your investment returns and retirement income.
- Cost of living considerations. Ask how they factor Greensburg's generally lower expenses into your financial plan to avoid overestimating your needs.
- Experience level. Look for advisors with enough years in practice to navigate both local and broader financial challenges effectively.
- Fee structure clarity. Since flat-fee advisors are common here, ensure you understand how their fees align with the services you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Garvis O
Series 65, Series 63
Greensburg, IN
IPI Wealth Management, Inc.
Garvis Owens offers expertise in retirement income strategy and ESG investing, supported by 10 years of industry experience and Series 63 and 65 credentials, making him well-suited for clients in Greensburg, IN. His firm, IPI Wealth Management, provides flat-fee financial planning with fees ranging from $750 to $5,000, serving a diverse client base through an open-architecture investment platform and proprietary risk-based models.
Experience: 10 years
Avg account: $193,517
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Matthew S
CFP®, Series 63, Series 66
Greensburg, IN
TritonPoint Partners, LLC
Matthew Sanchez offers expertise in retirement plans for business owners and income planning, making him well-suited for clients in Greensburg, IN navigating retirement and investment decisions. His 12 years of experience, CFP® certification, and flat-fee structure at TritonPoint Partners, LLC, which serves high-net-worth individuals independently, distinguish him from other local advisors.
Experience: 12 years
Avg account: $3,871,289
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Daniel A
Series 63, Series 66
Greensburg, IN
Raymond James Financial
Daniel Anderson's 23 years of experience and Series 63 and 66 licenses equip him to address retirement and business succession planning in Greensburg, IN, considering local tax and cost of living factors. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly services, he supports diverse clients with tailored financial planning and investment consulting, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 24 years
Avg account: $700,796
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Loree C
Series 63, Series 65
Greensburg, IN
FIFTH THIRD SECURITIES, Inc.
Loree Crowe offers financial advice in Greensburg, IN, with a focus on passive/index investing, tax-loss harvesting, and sustainable investing, supported by four years of industry experience and Series 63 and 65 licenses. Working at a large firm, Fifth Third Securities, she provides access to discretionary managed-account programs and tax-overlay services, differentiating her through a blend of third-party and advisor-managed portfolio options.
Experience: 4 years
Avg account: $230,450
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Robert P
CFP®, Series 63, Series 66
Greensburg, IN
Edward Jones
Robert Plue's 21 years of experience and CFP® certification equip him to address Greensburg's financial planning needs, including tax-loss harvesting and multi-generational wealth transfer. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, suitable for clients seeking seasoned guidance in a well-established firm.
Experience: 21 years
Avg account: $246,728
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