Top financial advisors in Logansport, 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 Logansport, IN, you might face unique challenges like balancing flat state income tax with your overall budget. Choosing an advisor who understands these local factors can help you avoid costly mistakes like misjudging your tax obligations or spending needs.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your financial plan to avoid surprises.
- Cost of living awareness. Ask how they adjust strategies to fit Logansport's generally lower expenses compared to larger cities.
- Experience level. Look for advisors who have navigated financial planning in this region for several years, ensuring practical knowledge.
- Fee structure clarity. Understand whether their fees are flat or percentage-based and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew J
Series 66
Logansport, IN
LPL Financial
Matthew Jennings offers financial planning in Logansport, IN, with expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate local tax and cost-of-living factors. His flat-fee structure and affiliation with LPL Financial, a large firm serving diverse clients with extensive investment options, distinguish him from advisors with percentage-based fees or smaller firm resources.
Experience: 5 years
Avg account: $399,489
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Kelly W
CFP®, Series 63, Series 65
Star City, IN
Mass Mutual Investors Services
Kelly Weaver brings 27 years of experience and CFP® certification, offering expertise in divorce financial planning, estate guidance, and multi-generational wealth transfer, which suits clients managing complex family finances near Logansport, IN. Affiliated with Mass Mutual Investors Services, a large firm known for collaborative annual planning and analytical tools, she serves diverse clients including business owners and executives, providing a seasoned approach distinct from smaller local advisors.
Experience: 27 years
Avg account: $249,379
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Robert K
CFP®, Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Robert Kretz brings 26 years of experience in wealth management and active portfolio management, making him well-equipped to address financial planning challenges in Logansport, IN. Operating within PNC Wealth Management, a large firm offering model-based advisory programs and algorithmic risk assessments, he charges an annual fee of 0.85% AUM, which may suit clients seeking structured investment strategies with seasoned guidance.
Experience: 26 years
Avg account: $275,989
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Amanda H
CFP®, Series 66
Logansport, IN
Edward Jones
Amanda Hedrick's decade of experience and CFP® certification equip her to address Logansport's financial nuances, including retirement income strategies and multi-generational wealth transfer. Working with Edward Jones, a large firm serving over four million clients, she offers a comprehensive fee structure with up to 1.35% annual program fees, distinguishing her through access to broad advisory services and a strong local presence.
Experience: 10 years
Avg account: $246,728
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Ronnie M
Series 63, Series 66
Peru, IN
Raymond James Financial
Ronnie Miller's 24 years of experience and expertise in retirement and business succession planning make him well-suited to address financial needs in the Logansport area, considering local tax and cost of living factors. Operating through Raymond James Financial, a large firm, he offers flat-fee and hourly fee structures, catering to a diverse client base including business owners and retirees, which may provide more tailored options compared to other advisors nearby.
Experience: 25 years
Avg account: $700,796
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