Top financial advisors in Greenwood, 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.
If you're managing your finances in Greenwood, IN, you might be looking for advisors who understand how local tax rules and living costs affect your money. Choosing an advisor unfamiliar with Indiana's flat state income tax could lead to budgeting mistakes or missed savings opportunities.
- Local tax knowledge. Confirm how they incorporate Indiana's flat income tax into your financial plan to avoid surprises.
- Cost of living insights. Ask how they adjust strategies to fit Greenwood's generally lower expenses compared to other regions.
- Experience level. Look for advisors who can navigate both everyday budgeting and complex financial decisions with confidence.
- Fee structure clarity. Understand how their fees work, especially if they offer flat-fee options that might suit your planning style.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stacia J
Series 66
Greenwood, IN
Silver Oak Securities, Incorporated
Stacia Jones offers expertise in charitable giving and philanthropy, making her well-suited for clients in Greenwood, IN, who value local tax knowledge and cost-effective financial planning. With seven years of experience and a flat-fee structure up to $35,000, she provides personalized portfolio management through Silver Oak Securities, which manages over $2 billion in assets, distinguishing her from advisors with different fee models or less specialized focus.
Experience: 7 years
Avg account: $278,962
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Vesta F
Series 63, Series 65
Greenwood, IN
PNC Wealth Management
Vesta Fisher's 20 years of experience at PNC Wealth Management in Greenwood, IN, equip her to address local financial nuances, including Indiana's flat income tax and cost of living. Her expertise in passive and active portfolio management, combined with a 0.85% annual AUM fee and access to algorithm-driven model portfolios, distinguishes her within a large-firm environment.
Experience: 20 years
Avg account: $182,752
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Christopher R
CFP®, Series 66
Greenwood, IN
Edward Jones
Christopher Rosser, a CFP® professional with 16 years of experience at Edward Jones in Greenwood, IN, offers expertise in retirement income strategy and wealth management, including planning for children with special needs. Edward Jones, a large firm managing over $1 trillion in assets, provides various advisory programs with a fee structure up to 1.35% annually, supporting both discretionary and tax-efficient strategies.
Experience: 17 years
Avg account: $246,728
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Mark L
Series 63, Series 66
Greenwood, IN
LPL Financial
Mark Langdon's 22 years of experience and Series 63 and 66 designations equip him to address financial needs in Greenwood, IN, including tax-loss harvesting and retirement plans for business owners. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he stands out for combining seasoned expertise with flexible fee structures suited to various client types.
Experience: 23 years
Avg account: $399,489
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William O
Series 66
Greenwood, IN
Cambridge Investment Research Advisors
William Orr's 11 years of experience and Series 66 designation equip him to address retirement income strategies and business owner retirement plans in Greenwood, IN, considering local tax and cost of living factors. Operating within Cambridge Investment Research Advisors, a large firm, he offers flat-fee financial planning options and serves diverse clients, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 11 years
Avg account: $378,281
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