Top financial advisors in Huntington, 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 planning your financial future in Huntington, IN, you might be considering how to balance your income, savings, and expenses effectively. A common mistake is overlooking how Indiana’s flat state income tax and lower living costs can impact your overall budget and investment strategy.
- Local tax insight. Look for advisors who understand Indiana’s flat tax rate and how it affects your take-home pay and tax planning.
- Cost of living adjustments. Confirm how they factor Huntington’s generally lower expenses into your long-term financial goals.
- Income and expense balance. Ask how they help manage cash flow to align with your lifestyle and savings targets.
- Investment alignment. Ensure they tailor investment choices to your unique financial situation, considering local economic factors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott A
Series 66
Huntington, IN
Edward Jones
Scott Atkinson offers wealth management services in Huntington, IN, with 13 years of experience and a Series 66 designation, making him well-versed in local financial nuances. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment solutions and tax-loss harvesting strategies, differentiating him from advisors at smaller firms.
Experience: 13 years
Avg account: $246,728
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Mark T
Series 66
Huntington, IN
First Command Advisory Services
Mark Tipmongkol offers financial guidance in Huntington, IN, with expertise in passive and active portfolio management, tax-loss harvesting, and wealth management, suitable for mid-career professionals and retired clients. Affiliated with the large firm First Command Advisory Services, he provides structured 12-month planning engagements and a 1.30% AUM fee, combining financial advising with his technical background as a Senior Systems Engineer.
Experience: 3 years
Avg account: $214,697
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Seth K
Series 66
Huntington, IN
OSAIC
Seth Kimmel's 19 years of experience and Series 66 designation equip him to address financial planning needs in Huntington, IN, including annuities and retirement plan consulting. Operating within Osaic Wealth Inc., a large firm offering flat-fee structures and diverse investment programs, he provides tailored advice that balances local tax considerations and cost of living, distinguishing him from advisors with smaller firm affiliations or different fee models.
Experience: 19 years
Avg account: $398,336
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Tiffany H
Series 66
Huntington, IN
LPL Financial
Tiffany Haupert offers expertise in wealth management and retirement plans for business owners, with 20 years of experience and a Series 66 designation, making her well-suited for financial planning in Huntington, IN. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, supported by extensive research resources, which may appeal to clients seeking structured fees and institutional backing.
Experience: 20 years
Avg account: $399,489
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Daniel K
CFP®, ChFC®, Series 63
Huntington, IN
Cetera
Daniel Kennedy's 39 years of experience and CFP® certification equip him to navigate Huntington's financial landscape, including Indiana's flat tax and local cost considerations. Operating within Cetera's large firm framework, he offers flexible flat-fee planning and serves diverse clients, including high earners and those nearing retirement, distinguishing him with a broad service range and personalized fee arrangements.
Experience: 39 years
Avg account: $306,089
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