Top financial advisors in Madison, 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 Madison, IN when you're navigating complex life changes like retirement planning or managing investments amid a flat state income tax. A common pitfall is working with an advisor who overlooks how local tax rules and living costs affect your long-term financial goals.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your planning to avoid surprises.
- Cost of living considerations. Ask how they adjust strategies to fit Madison's generally lower expenses.
- Experience with diverse firms. Inquire about their background across different firm sizes to understand their approach.
- Fee structure clarity. Discuss whether they offer flat-fee arrangements and how that impacts your overall costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua M
Series 63, Series 65
Madison, IN
LPL Financial
Joshua Mahoney's 11 years of experience and Series 63 and 65 licenses equip him to address retirement planning and wealth management needs in Madison, IN, considering local tax and cost-of-living factors. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, he serves a broad client base including business owners and retirees, distinguishing him from advisors at smaller firms.
Experience: 12 years
Avg account: $399,489
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Jonathan L
Series 63, Series 66
Madison, IN
Edward Jones
Jonathan Louis offers 19 years of experience in wealth management and tax-loss harvesting, which can help navigate Madison's flat income tax and retirement planning complexities. Affiliated with Edward Jones, a large firm with over 23,700 advisors, he provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 19 years
Avg account: $246,728
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Kyle L
Series 66
Madison, IN
Robert Baird & Co.
Kyle Lanter's 13 years of experience and Series 66 designation equip him to address retirement planning and investment management in Madison, IN, with attention to local tax and cost-of-living factors. Affiliated with Robert Baird & Co., a large firm offering flat-fee options and diverse investment strategies, he brings a background from multiple firms and serves a broad client base including individuals and institutions.
Experience: 13 years
Avg account: $713,008
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Jacob F
Series 66
Madison, IN
Raymond James Financial
Jacob Fedor offers expertise in retirement and business succession planning, supported by 26 years of experience and a Series 66 designation, making him well-suited for financial needs in Madison, IN. His affiliation with Raymond James Financial, a large firm serving diverse clients, combined with flat-fee and hourly fee options, distinguishes him from others by providing flexible cost structures and broad advisory support.
Experience: 26 years
Avg account: $700,796
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Randy B
Series 63, Series 66
Carrollton, KY
OSAIC
Randy Behymer brings 26 years of experience and holds Series 63 and 66 licenses, offering expertise in annuities and serving clients like founders, executives, and retirees. Operating through OSAIC, a large SEC-registered firm, he provides flat-fee financial planning and consulting services, which may appeal to those seeking transparent fees and access to advanced portfolio management tools.
Experience: 27 years
Avg account: $398,336
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