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.
When you're managing your finances in Marion, IN, you might face decisions like budgeting for a flat state income tax or adjusting to a lower cost of living. Without an advisor familiar with these local factors, you could miss opportunities to optimize your financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your budgeting and tax planning.
- Cost of living adjustments. Ask how they tailor spending and saving strategies to Marion's generally lower expenses.
- Experience with regional markets. Look for advisors who understand Marion's economic environment and investment opportunities.
- Long-term planning focus. Ensure they consider how local factors affect your retirement and wealth growth over time.
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 strategy and Social Security optimization, making him well-suited to address Marion's local tax and cost of living factors for those approaching retirement. Operating within Ameriprise, a large firm with a 0.15% AUM fee, he offers tailored, tax-efficient planning supported by extensive research and modeling, differentiating him from advisors at smaller firms or with less comprehensive resources.
Experience: 10 years
Avg account: $471,167
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Mylon L
Series 63, Series 65
Marion, IN
Lincoln Investment
Mylon Logan's 27 years of experience and Series 63 and 65 licenses equip him to navigate Marion's financial landscape, including local tax and cost of living factors. Affiliated with Lincoln Investment, a large firm managing $18.9 billion in assets, he offers a low 0.15% AUM fee and expertise in ESG investing and tax-loss harvesting, distinguishing him from other advisors in the area.
Experience: 28 years
Avg account: $157,266
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Scott O
Series 63, Series 65
Marion, IN
SPC
Scott Olds brings 19 years of experience and holds Series 63 and 65 licenses, making him well-equipped to address Marion, IN's financial landscape, including local tax and cost of living factors. Working with SPC, a large firm managing $5.66 billion in assets, he offers flat-fee segmented and comprehensive financial plans, serving a diverse clientele including business owners and executives, which may provide broader planning perspectives compared to smaller firms.
Experience: 19 years
Avg account: $192,080
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Christina P
Series 66, Series 63
Marion, IN
LPL Financial
Christina Payne's 16 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip her to address Marion, IN's financial nuances like flat state income tax and cost of living. Affiliated with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, she serves a broad client base including high-net-worth households, distinguishing her from advisors with narrower focuses.
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 broad range of advisory programs and serves diverse client types, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $246,728
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