Top financial advisors in Indianapolis, IN
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.
If you're managing your finances in Indianapolis, you might face decisions about budgeting and tax planning that differ from other states. A common mistake is overlooking how Indiana's flat state income tax and lower living costs can affect your overall financial strategy.
- Local tax insight. Confirm how the advisor incorporates Indiana's flat income tax into your tax planning to avoid surprises.
- Cost of living adjustments. Ask how they factor in Indianapolis's generally lower expenses when setting budgets or retirement goals.
- Experience with regional markets. Look for advisors familiar with local investment opportunities and economic conditions.
- Coordination with local professionals. Check if they collaborate with Indiana-based tax preparers or estate planners to align your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey C
Series 63, Series 65
Indianapolis, IN
Capital Cities Investments
Jeffrey Cheesman offers expertise in wealth management and income planning tailored to Indianapolis, incorporating local tax-loss harvesting strategies and retirement plans for business owners. His firm, Capital Cities Investments, provides flexible fee options including flat fees and hourly rates, serving a diverse client base with a focus on asset-allocation modeling and both active and passive investment management.
Experience: 15 years
Avg account: $604,921
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Bryan R
Series 63, Series 65
Indianapolis, IN
Consolidated Portfolio Review Corp
Bryan Richardson's 35 years of experience and expertise in active portfolio and wealth management make him well-equipped to address financial needs in Indianapolis, including local tax and cost-of-living considerations. His independent status, flat-fee planning options, and use of a web-based platform for portfolio management distinguish him from other advisors in the area.
Experience: 35 years
Avg account: $255,274
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David C
Series 65, Series 63
Indianapolis, IN
LPL Financial
David Cotton's 17 years of experience and expertise in wealth management and retirement plans for business owners make him well-suited to address financial needs in Indianapolis, including tax-loss harvesting strategies that consider Indiana's flat income tax. Operating within LPL Financial, a large firm offering flat-fee planning and extensive research support, he serves a diverse client base, which may provide broader resources compared to smaller local advisors.
Experience: 17 years
Avg account: $399,489
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Brandon F
CFP®, Series 66
Indianapolis, IN
Forvis Mazars Wealth Advisors, LLC
Brandon Falbe's 21 years of experience and CFP® certification equip him to address financial needs in Indianapolis, including local tax planning and cost-of-living considerations. His firm uses a committee-driven investment approach blending active and passive strategies, and offers flat-fee financial planning with a $7,500 start-up fee for retirement plan consulting, distinguishing him from advisors with different fee structures or investment methods.
Experience: 21 years
Avg account: $2,545,861
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David G
Series 63, Series 66
Indianapolis, IN
OSAIC
David Gent's 31 years of experience and Series 63 and 66 licenses equip him to navigate Indianapolis's unique financial landscape, including local tax and cost-of-living factors. As part of OSAIC, a large firm with a flat-fee structure and a comprehensive investment process, he serves diverse clients and offers access to varied investment products, distinguishing him from advisors with narrower scopes or fee models.
Experience: 31 years
Avg account: $398,336
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