Top financial advisors in Marion, 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 managing your finances in Marion, IN, you might be looking for advisors who understand how the local flat state income tax and lower living costs affect your budget. Choosing an advisor unfamiliar with these factors can lead to plans that don't fit your real expenses or tax situation.
- Local tax knowledge. Confirm how they incorporate Indiana's flat income tax into your financial plan to avoid surprises.
- Cost of living insights. Ask how they adjust spending and saving strategies based on Marion's generally lower expenses.
- Experience level. Look for advisors who balance solid years of practice with up-to-date knowledge of regional economic trends.
- Fee structure clarity. Understand whether their fees are flat or percentage-based and how that impacts your long-term costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James W
Series 66
Marion, IN
Ameriprise
James Womack III specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Marion, IN. His 10 years of experience at Ameriprise, a large firm with a 0.15% AUM fee, offers access to extensive research and tax-efficient planning, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 10 years
Avg account: $471,167
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Mylon L
Series 63, Series 65
Marion, IN
Lincoln Investment
Mylon Logan's 28 years of experience and expertise in wealth management, tax-loss harvesting, and retirement income strategy make him well-equipped to address Marion, IN's local tax and cost of living factors. His firm, Capital Analysts, supports a diverse client base with discretionary portfolio management and charges a clear fee of 0.15% AUM or $200 minimum annually, offering seasoned independent advice tailored to various investor needs.
Experience: 28 years
Avg account: $157,266
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Christina P
Series 63, Series 66
Marion, IN
LPL Financial
Christina Payne's 16 years of experience and local presence in Marion, IN, equip her to navigate Indiana's flat income tax and regional cost of living effectively, especially for college savings plans. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, she provides flat-fee and hourly financial planning services, distinguishing her with flexible fee options and extensive institutional support.
Experience: 16 years
Avg account: $399,489
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Jarrad O
Series 63, Series 66
Marion, IN
Edward Jones
Jarrad Odle's 18 years of experience and Series 63 and 66 credentials equip him to address Marion, IN's financial nuances, including retirement income strategies and wealth management. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually, providing access to diverse advisory programs and institutional resources not always available with smaller firms.
Experience: 19 years
Avg account: $246,728
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Cory P
Series 66
Marion, IN
Raymond James & Associates
Cory Powell's 15 years of experience and Series 66 designation equip him to address Marion, IN's financial nuances, including retirement planning and business succession. Operating within Raymond James & Associates, a large firm managing $501 billion in assets, he offers flat-fee planning and hourly consultation, providing transparent costs and access to diverse portfolio management styles compared to other local advisors.
Experience: 15 years
Avg account: $788,879
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