Top financial advisors in Indiana, PA
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.
When you're approaching retirement age in Indiana, PA, planning your income streams carefully can help you avoid running out of money too soon. A common mistake is not accounting for how your retirement income sources interact with state tax rules, which can affect your net income.
- State tax awareness. Confirm how the advisor factors in Indiana's exemption of retirement income from state income tax after eligible age.
- Income sequencing. Ask how they prioritize withdrawals from different accounts to maximize tax efficiency and cash flow.
- Longevity planning. Ensure they consider your life expectancy and healthcare costs to sustain your income over time.
- Social Security timing. Discuss strategies for when to claim benefits to optimize your overall retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Galen B
Series 63, Series 65
Indiana, PA
Foundations Investment Advisors LLC
Galen Bargerstock Jr. offers retirement planning expertise in Indiana, PA, with a decade of experience and a focus on tax strategies for small businesses, which can aid in optimizing retirement income streams. His firm provides flat-fee financial planning and operates independently, distinguishing him from others by combining personalized advice with a broad network of affiliated advisors and a background as an insurance agency president.
Experience: 11 years
Avg account: $340,025
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Melissa H
Series 63, Series 65
Indiana, PA
Ameritas Advisory Services, LLC
Melissa Herman specializes in retirement income strategy and annuities, making her well-suited to help clients in Indiana, PA navigate retirement income planning with state tax considerations. Working with Ameritas Advisory Services, a large firm offering flat-fee financial planning and consulting, she brings five years of experience and a background as a founder, which may appeal to business owners seeking personalized wealth management.
Experience: 5 years
Avg account: $448,118
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John K
Series 63, Series 65
Indiana, PA
OSAIC Institutions, INC.
John Kinney offers 32 years of experience in Indiana, PA, specializing in annuities and tax-loss harvesting, which can be crucial for managing retirement income and tax efficiency. His affiliation with OSAIC Institutions, a large firm providing both advisory and brokerage services with flat-fee options, distinguishes him by combining seasoned expertise with flexible fee structures suitable for high net worth clients.
Experience: 32 years
Avg account: $308,738
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Scott W
Series 63, Series 65
Indiana, PA
Merrill
Scott Weber's extensive 28 years of experience and leadership role at Merrill's Indiana, PA office equip him to address retirement income strategies with a focus on tax-efficient income sequencing and longevity planning. His credentials, including CFP and CRPC, combined with his work serving endowments and non-profits, distinguish him by blending personal retirement planning with institutional financial health expertise.
Experience: 28 years
Avg account: $860,085
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Shawn S
Series 66
Indiana, PA
Ameriprise
Shawn Steffee II specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Indiana, PA. Working with Ameriprise, a large firm known for tax-aware withdrawal strategies and dependable income planning, he offers a 0.15% AUM fee and brings experience from multiple financial institutions, providing a broad perspective compared to advisors with less firm diversity or specialization.
Experience: 2 years
Avg account: $471,167
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