Ways to browse Seasoned advisors serving Indiana

Pick a specialty to browse more Seasoned advisors serving Indiana.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,271
Retired	1,428
Executive	1,324
Wealth management	1,281
Tax-loss harvesting	1,175
Retirement plans for business owners (SEP, solo 401k)	734
Retirement income strategy	692
General retirement planning	651
Active portfolio management	462
General estate planning guidance	428
College savings (529s, UTMA, etc.)	423
Annuities	422
Income planning	402
Approaching retirement	371
Options & derivatives strategies	360
Private / alternative investments	356
Passive / index investing	325
ESG / Sustainable investing	323
Business exit / sale strategy	289
HENRY (High Earners, Not Rich Yet)	255
Self-Employed	245
Cash flow / budgeting	232
Charitable giving & philanthropy	230
Social Security optimization	221
Mid-Career Professionals	203
Retirement withdrawal strategies	193
Multi-generational wealth transfer	158
Concentrated stock management	137
Business succession planning	132
Real estate investing	122
Divorce financial planning	112
Equity compensation tax strategy	91
Business ownership considerations	79
Planning for children with special needs	55
Married/Couples/Partners	54
General tax planning	50
Divorced	47
Financial Professional	47
Attorney	46
Religious/faith focused	33
Long-term care insurance	31
Women Professionals	23
Established Professionals	22
Life insurance needs analysis	21
Tax strategies for small businesses	21
Retired	20
Doctor or Medical Professional	19
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

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support