Top financial advisors in Jasper, 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.
When you're managing your finances in Jasper, IN, you might face unique challenges like balancing state tax considerations with your overall budget. A common mistake is overlooking how Indiana's flat state income tax and lower living costs can affect your long-term financial plans.
- State tax insight. Look for advisors who understand how Indiana's flat tax rate impacts your investment and retirement strategies.
- Cost of living adjustments. Confirm how they factor local expenses into your budgeting and cash flow projections.
- Firm size implications. Ask whether working with advisors from large firms or smaller independent ones better suits your personal service needs.
- Experience relevance. Inquire about their years of experience handling financial plans tailored to clients in similar life stages or financial situations as yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zachary G
Series 63, Series 65
Jasper, IN
FIFTH THIRD SECURITIES, Inc.
Zachary Gordon's experience with Fifth Third Securities, a large firm offering discretionary managed-account programs and tax-overlay services, equips him to address Indiana's flat tax and local cost of living in retirement planning. His expertise in passive investing, tax-loss harvesting, and ESG investing, combined with a 1.50% AUM fee, distinguishes him from advisors at smaller firms or with different investment approaches in Jasper.
Experience: 2 years
Avg account: $230,450
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Dillon S
CFP®, Series 66
Jasper, IN
Edward Jones
Dillon Seiler's 11 years of experience and CFP® certification equip him to address retirement plans for business owners and multi-generational wealth transfer in Jasper, IN. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, distinguishing him from advisors at smaller firms.
Experience: 11 years
Avg account: $246,728
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Matthew B
Series 63, Series 66
Jasper, IN
LPL Financial
Matthew Brinkmann offers expertise in wealth management and retirement plans for business owners, with 13 years of experience and a focus on tax-loss harvesting, which suits clients navigating Indiana's flat tax environment. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves a diverse clientele, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 13 years
Avg account: $399,489
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Allison G
Series 63, Series 65
Jasper, IN
Primerica Advisors
Allison Greenwell offers financial advice in Jasper, IN, with a focus on ESG investing, tax-loss harvesting, and income planning, which can help navigate Indiana's flat state tax and local cost considerations. Working at Primerica Advisors, a large firm, she brings nine years of experience and uses a tiered wrap fee structure with a 1.74% AUM fee, distinguishing her approach from smaller independent advisors nearby.
Experience: 9 years
Avg account: $228,117
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Phillip R
Series 66
Jasper, IN
Robert Baird & Co.
Phillip Ruhe's 11 years of experience and Series 66 credential equip him to address Jasper, IN's financial needs, including Indiana's flat tax impact and local cost of living. Working with Robert Baird & Co., a large firm offering flat-fee options and diverse investment strategies, he supports a range of clients including retirees and business owners, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 11 years
Avg account: $713,008
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