Top financial advisors in Kendallville, 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 planning your financial future in Kendallville, IN, you might be looking for advisors who understand how local tax rules and living costs affect your money. Without this knowledge, it's easy to misjudge how much you can save or spend each year.
- State tax insight. Confirm how they factor Indiana's flat income tax into your overall plan to avoid surprises.
- Cost of living awareness. Ask how they adjust budgets and investment goals based on Kendallville's generally lower expenses.
- Experience with local regulations. Ensure they consider state-specific rules that impact retirement accounts and tax strategies.
- Long-term planning focus. Look for advisors who help you build a sustainable plan that adapts to changes in your income and expenses over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew S
Series 63, Series 65
Kendallville, IN
LPL Enterprise
Matthew Shull offers expertise in general retirement planning and tax-loss harvesting, which is valuable for managing Indiana's flat income tax and local financial nuances. Operating within LPL Enterprise, a large firm, he provides flat-fee financial planning and serves self-employed clients and business owners, distinguishing him with a broad service scope and 14 years of industry experience in Kendallville, IN.
Experience: 14 years
Avg account: $239,757
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Hannah W
Series 66
Kendallville, IN
Prospera Financial Services, inc.
Hannah Williams, based in Kendallville, IN, offers expertise in wealth management and retirement plans for business owners, which suits local clients needing tailored financial strategies. Her firm, Prospera Financial Services, manages $12.4 billion with 207 advisors, providing diverse investment options and flat-fee planning services, distinguishing her through broad resources and flexible fee structures compared to nearby alternatives.
Experience: 1 year
Avg account: $573,406
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Erica D
CFP®, Series 63
Kendallville, IN
LPL Financial
Erica Dekko's 28 years of experience and CFP® certification equip her to navigate Kendallville's local tax rules and cost of living, especially for retirement plans and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering diverse investment solutions, she provides flat-fee financial planning, distinguishing her with flexible pricing and extensive resources compared to other advisors.
Experience: 28 years
Avg account: $399,489
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Gregory W
Series 66
Kendallville, IN
Thrivent Investment Management
Gregory Weber's 12 years of experience and Series 66 designation equip him to navigate Kendallville's financial landscape, including local tax and cost-of-living factors. Working with Thrivent Investment Management, a large firm offering holistic, goal-based planning and consolidated billing through WealthPlan, he supports diverse clients including business owners, distinguishing him from advisors at smaller firms.
Experience: 12 years
Avg account: $162,801
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Peter M
Series 63, Series 66
Kendallville, IN
Equitable Advisors
Peter McDonald offers expertise in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Kendallville, IN. With 21 years of experience at a large firm, Equitable Advisors, he serves high-net-worth baby boomers and provides flexible fee options ranging from hourly planning fees to asset-based fees, distinguishing him from other local advisors.
Experience: 22 years
Avg account: $570,841
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