Browse all Seasoned 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
2,274
Retired
1,428
Executive
1,316
Wealth management
1,276
Tax-loss harvesting
1,165
Retirement plans for business owners (SEP, solo 401k)
736
Retirement income strategy
677
General retirement planning
663
Active portfolio management
519
College savings (529s, UTMA, etc.)
486
Income planning
404
Annuities
372
Approaching retirement
371
Options & derivatives strategies
361
Private / alternative investments
357
ESG / Sustainable investing
323
Cash flow / budgeting
309
General estate planning guidance
306
Business exit / sale strategy
289
Passive / index investing
270
HENRY (High Earners, Not Rich Yet)
255
Self-Employed
246
Charitable giving & philanthropy
232
Social Security optimization
232
Mid-Career Professionals
203
Retirement withdrawal strategies
190
Multi-generational wealth transfer
157
Concentrated stock management
137
Business succession planning
132
Real estate investing
122
Divorce financial planning
112
Equity compensation tax strategy
91
Business ownership considerations
75
Planning for children with special needs
55
Married/Couples/Partners
54
General tax planning
50
Divorced
47
Attorney
46
Financial Professional
34
Religious/faith focused
33
Long-term care insurance
30
Women Professionals
23
Established Professionals
22
Doctor or Medical Professional
20
Life insurance needs analysis
20
Retired
20
Tax strategies for small businesses
17
Factor investing / smart beta
16
Values-based investing
15
Debt management
14
Educators, Teachers, and Academics
13
Professional Athlete
12
Charitable giving tax strategies
11
Family Business
9
Business sale tax planning
8
Military & Veterans
7
Dentist
5
Medicare planning
5
Liquidity event planning
4
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