Top financial advisors working with divorced clients 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.
Divorce often brings complex financial challenges, from dividing assets to planning for a new financial future. Without an advisor who understands these unique issues, you might overlook tax implications or fail to protect your long-term goals.
- Asset division insight. Look for advisors who can navigate equitable splits while considering tax consequences and future income streams.
- Post-divorce budgeting. Confirm they help you create a sustainable budget that reflects your new financial reality.
- Retirement recalibration. Ask how they adjust retirement plans to account for changes in income and asset ownership after divorce.
- Support for emotional transitions. Divorce impacts more than finances; see if they acknowledge and accommodate the emotional aspects affecting your decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew S
Series 63, Series 65
Fort Wayne, IN
Mass Mutual Investors Services
Andrew Schnipke specializes in divorce financial planning and budgeting, making him well-equipped to address the financial complexities following a divorce in Indiana. With 23 years of experience at Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, he also brings expertise in estate planning and multi-generational wealth transfer, which can be valuable for long-term financial adjustments post-divorce.
Experience: 24 years
Avg account: $249,379
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Kevin M
ChFC®, Series 63, Series 65
Indianapolis, IN
Savant Wealth Management
Kevin Mitchell specializes in advising divorced clients in Indiana, offering tailored divorce planning with flat fees ranging from $5,000 to $50,000, which can help manage post-divorce financial transitions effectively. His 16 years of experience at a large firm, Savant Wealth Management, supports a structured, evidence-based investment approach using low-cost mutual funds and ETFs, distinguishing him from advisors with less comprehensive firm resources or fee flexibility.
Experience: 16 years
Avg account: $2,108,203
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Dawn C
Series 63, Series 66
St John, IN
Edward Jones
Dawn Carrico specializes in financial planning for divorced individuals in Indiana, offering expertise in retirement income strategy and multi-generational wealth transfer. With 25 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and a fiduciary standard, differentiating her through comprehensive services and a seasoned approach tailored to post-divorce financial challenges.
Experience: 26 years
Avg account: $246,728
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Sherrie M
Series 66
Indianapolis, IN
Merrill
Sherrie Mills is well-equipped to assist individuals in Indiana navigating financial challenges after divorce, with specialties in divorce financial planning, wealth management, and retirement income strategy. Her 15 years of experience, combined with her focus on women professionals and those approaching retirement, distinguishes her. Working within Merrill, a large firm, she offers managed strategies with a 1.10% fee for accounts under $2 million, providing tailored support for complex life transitions.
Experience: 15 years
Avg account: $860,085
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