Top financial advisors in Kokomo, 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 Kokomo, IN, you might face unique challenges like balancing flat state income tax with your overall budget. A common mistake is overlooking how local tax rules and living costs affect your long-term financial plans.
- Local tax insight. Confirm how the advisor integrates Indiana's flat income tax into your tax planning to avoid surprises.
- Cost of living considerations. Ask how they adjust strategies to fit Kokomo's generally lower living expenses.
- Experience with regional markets. Look for advisors who understand local investment opportunities and economic factors.
- Holistic budgeting approach. Ensure they consider all income sources and expenses specific to your lifestyle in Kokomo.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian E
Series 65
Kokomo, IN
Sequent Planning, Llc
Brian Eltzeroth offers expertise in retirement income and Roth conversion strategies, which are crucial for managing finances in Kokomo's tax environment. His flat-fee and negotiable asset management fees, combined with his independent status and experience as a business founder, distinguish him from other advisors by providing flexible, personalized financial planning tailored to local economic factors.
Experience: 1 year
Avg account: $98,000
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Brooke R
Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Brooke Rockey's 20 years of experience and Series 66 designation equip her to navigate Kokomo's financial landscape, including Indiana's flat income tax and local cost of living. As an independent advisor at Creative Financial Designs, she offers diverse strategies like ESG investing and options, serving individuals and organizations with flexible fee structures and a unique blend of financial and legal expertise.
Experience: 20 years
Avg account: $275,989
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Kaley L
Series 66
Kokomo, IN
Raymond James Financial
Kaley Lyons offers expertise in general retirement planning, business succession, and cash flow budgeting, which are crucial for managing finances in Kokomo's unique tax and cost-of-living environment. Affiliated with Raymond James Financial, a large firm, she provides flat-fee and hourly fee options, serving a diverse client base including business owners and retirees, which may suit clients seeking flexible, comprehensive financial guidance.
Experience: 1 year
Avg account: $700,796
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Thomas H
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes offers financial planning in Kokomo, IN, with a focus on wealth management and retirement income strategy, which suits clients approaching retirement in this region. His firm, Milestone Asset Management, manages $546 million using tactical and strategic investment approaches, and provides flat-fee financial planning options, catering to high-net-worth individuals seeking independent advice.
Experience: 2 years
Avg account: $511,299
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Dean H
Series 66
Kokomo, IN
Key Investment Services LLc
Dean Huston brings 24 years of experience in Kokomo, IN, with expertise in ESG investing, tax-loss harvesting, and both passive and active portfolio management, which can help navigate local tax and economic factors. Operating within Key Investment Services LLC, a large firm offering wrap-fee advisory programs and model-driven investments, he serves a diverse client base including trusts and small businesses, differentiating him through a structured, committee-oversight approach.
Experience: 25 years
Avg account: $254,267
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