Browse all CFP®-certified advisors in Indiana

Every advisor below is licensed to work with clients in Indiana. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Indiana advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,248
Retired	785
Executive	689
Wealth management	679
Tax-loss harvesting	546
Retirement plans for business owners (SEP, solo 401k)	530
Private / alternative investments	392
Options & derivatives strategies	364
Retirement income strategy	347
General retirement planning	291
College savings (529s, UTMA, etc.)	248
Charitable giving & philanthropy	238
Active portfolio management	223
Business exit / sale strategy	216
ESG / Sustainable investing	167
Annuities	155
General estate planning guidance	155
Self-Employed	142
Cash flow / budgeting	132
Passive / index investing	132
Income planning	131
Multi-generational wealth transfer	123
Approaching retirement	111
Business ownership considerations	110
Real estate investing	89
Concentrated stock management	79
Business succession planning	71
HENRY (High Earners, Not Rich Yet)	62
Social Security optimization	61
Divorce financial planning	57
Retirement withdrawal strategies	53
General tax planning	46
Equity compensation tax strategy	36
Established Professionals	32
Religious/faith focused	28
Tax strategies for small businesses	27
Long-term care insurance	24
Attorney	23
Values-based investing	23
Mid-Career Professionals	20
Married/Couples/Partners	19
Planning for children with special needs	18
Retired	17
Doctor or Medical Professional	16
Charitable giving tax strategies	15
Dentist	15
Educators, Teachers, and Academics	13
Financial Professional	13
Women Professionals	13
Debt management	12
Professional Athlete	11
Life insurance needs analysis	10
Factor investing / smart beta	8
Liquidity event planning	8
Business sale tax planning	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Christian Faith Based	6
Medicare planning	4
Business Financial Management	3
Parents	3

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