Top financial advisors in Lafayette, 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.
You might seek a financial advisor in Lafayette, IN when you're navigating major life changes like buying a home, planning for retirement, or managing investments. A common mistake is working with an advisor who doesn't fully understand how local tax rules and living costs affect your financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your budgeting and tax planning.
- Cost of living awareness. Ask how they adjust strategies to fit Lafayette's generally lower living expenses.
- Experience with life transitions. Look for advisors who guide you through buying property, retirement timing, or education funding with practical steps.
- Investment alignment. Ensure they tailor investment choices to your personal goals, not just generic market trends.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ritchie H
Series 63, Series 65
Lafayette, IN
Berthel, Fisher & Company Financial Services, Inc.
Ritchie Hoffman offers extensive experience in Lafayette, IN, with 22 years in the industry and specialties including concentrated stock management, options and derivatives strategies, and real estate investing. His firm, BFC PLANNING, Inc., serves a diverse client base with flat-fee financial planning options and a broad range of investment strategies, distinguishing him from others by combining local expertise with flexible fee structures and independent advice.
Experience: 23 years
Avg account: $265,151
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Jeremy S
ChFC®, Series 63
Lafayette, IN
Eagle Strategies (NY Life)
Jeremy Stackhouse offers expertise in retirement income strategies and business owner retirement plans, making him well-suited for clients in Lafayette, IN facing retirement and investment decisions. His affiliation with Eagle Strategies, a large firm linked to New York Life, provides access to diverse investment options and flexible fee structures including AUM, hourly, and subscription plans, distinguishing him from advisors with smaller practices or less varied pricing.
Experience: 14 years
Avg account: $235,446
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Frank T
Series 63, Series 65
Lafayette, IN
Turpin & Associates Inc
Frank Turpin offers extensive expertise in retirement planning and estate guidance, supported by 40 years of experience and Series 63 and 65 credentials, making him well-equipped to address Lafayette's financial nuances. His firm provides discretionary investment management with a research-driven approach, serving diverse clients including trusts and pension plans, and offers flexible fee options including a 2% AUM fee and hourly consulting rates.
Experience: 40 years
Avg account: $53,517
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Patricia C
Series 63, Series 66
Lafayette, IN
Edward Jones
Patricia Caliendo's 24 years of experience and focus on retirement income strategy and multi-generational wealth transfer make her well-suited for clients in Lafayette, IN navigating retirement and estate planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a range of advisory programs with an annual fee up to 1.35%, providing options that balance personalized service with firm resources.
Experience: 25 years
Avg account: $246,728
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Glen A
Series 63, Series 65
Lafayette, IN
Bankers Life Advisory Services, Inc.
Glen Asbury offers wealth management services in Lafayette, IN, with four years of industry experience and holds Series 63 and 65 licenses. He works at Bankers Life Advisory Services, a large firm known for discretionary portfolio management and tax-efficient strategies, serving mass-affluent and high-net-worth clients, which may provide more tailored investment approaches compared to smaller local advisors.
Experience: 5 years
Avg account: $172,460
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