Top advisors in Indiana
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 Indiana when you're navigating complex investment decisions or planning for significant life changes like retirement or education funding. Without clear guidance, it's easy to overlook how local economic factors and tax rules impact your financial plan.
- Local market insight. Indiana's economic landscape affects investment opportunities and risks; ask how advisors incorporate this into your strategy.
- Tax implications. State and local taxes can alter your retirement and income plans; confirm how advisors address these nuances.
- Experience with Indiana regulations. Financial rules vary by state; ensure advisors understand Indiana-specific laws that affect your assets.
- Coordination with local professionals. Effective advisors collaborate with Indiana-based accountants and attorneys to align your financial and legal plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele offers expertise in general retirement planning and wealth management, making her well-suited for clients seeking financial advisors in Indiana. With 15 years of experience at a large firm, Raymond James & Associates, she provides flat-fee and hourly fee structures, serving a diverse client base including individuals and corporate entities, which distinguishes her from advisors focused solely on retail clients.
Experience: 15 years
Avg account: $788,879
-
Geoffrey T
Series 66
Chicago, IL
Sanctuary Advisors, LLC
Geoffrey Tomes brings 26 years of experience and expertise in retirement income strategy and business exit planning, which can support Indiana residents facing complex financial decisions. Operating from a large firm, Sanctuary Advisors, LLC, he offers flat-fee and AUM-based pricing, serving diverse clients including corporations and retirement plans, and leverages a network of independent advisors for customized investment solutions.
Experience: 26 years
Avg account: $1,618,113
-
Kurt S
Series 63, Series 65
Kokomo, IN
Creative Financial Designs, Inc.
Kurt Supe's extensive 26 years of experience and Series 63 and 65 licenses equip him to navigate Indiana's unique financial landscape, including tax planning and insurance services tailored to local regulations. His firm, Creative Financial Designs, offers model-driven investment strategies like Biblical Responsible Investing and flexible fee structures, distinguishing him with a focus on faith-based clients and a broad service range including charitable and corporate clients in Kokomo, IN.
Experience: 26 years
Avg account: $275,989
-
Roland S
Series 63, Series 65
Olympia Fields, IL
Valic Financial Advisors
Roland Szilard's 28 years of experience and expertise in retirement income strategy and tax-loss harvesting equip him to address Indiana's specific financial planning challenges, including local tax implications. Operating within Valic Financial Advisors, a large firm serving high-net-worth clients with discretionary managed accounts and flat-fee options, he offers a seasoned approach that balances personalized planning with extensive resources, distinguishing him from advisors focused on smaller client bases or different fee structures.
Experience: 28 years
Avg account: $99,681
-
Joshua D
Series 63, Series 65
Spring Grove, IL
Strive Financial Group, LLC
Joshua Da More offers expertise in retirement income strategy and options & derivatives, which can be valuable for managing Indiana-specific retirement and investment challenges. His firm, Strive Financial Group, employs both quantitative and qualitative strategies and serves a diverse client base including individuals and corporations, with a flat-fee and AUM fee structure, distinguishing him from advisors with different pricing or investment approaches.
Experience: 4 years
Avg account: $314,064
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")