Top financial advisors in Monticello, 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 Monticello, IN, you might face unique local tax and cost-of-living factors that affect your financial goals. Choosing an advisor who understands these regional details can help you avoid common pitfalls like underestimating your budget or tax obligations.
- Local tax knowledge. Confirm how they incorporate Indiana's flat state income tax into your overall plan to avoid surprises.
- Cost-of-living insights. Ask how they adjust strategies to fit Monticello's generally lower expenses compared to larger cities.
- Experience with regional markets. Look for advisors familiar with local investment opportunities and economic trends.
- Customized budgeting. Ensure they help you build a budget that reflects your lifestyle and financial priorities in this area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen D
Series 66
Monticello, IN
Cambridge Investment Research Advisors
Stephen Dold's 13 years of experience and Series 66 designation equip him to address Monticello's unique financial landscape, including retirement income strategies and business owner plans like SEP and solo 401k. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse investment platforms, he also brings local insight through community involvement and business ownership, distinguishing him from other advisors.
Experience: 13 years
Avg account: $378,281
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Shannon M
Series 63, Series 65
Monticello, IN
LPL Enterprise
Shannon Mattix's 31 years of experience and Series 63 and 65 credentials equip him to address Monticello's local tax and cost-of-living factors, especially with expertise in general retirement planning and tax-loss harvesting. Operating within the large LPL Enterprise firm, he offers flat-fee financial planning and serves self-employed clients and business owners, providing a seasoned perspective distinct from smaller or commission-based advisors.
Experience: 32 years
Avg account: $239,757
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Micah Z
Series 66
Monticello, IN
Edward Jones
Micah Zehr, based in Monticello, IN, offers expertise in retirement income strategy and multi-generational wealth transfer, which can address local financial planning needs including Indiana's tax environment. Affiliated with Edward Jones, a large firm serving over four million clients, he provides a structured fee program up to 1.35% annually and brings a unique perspective from his prior decade at FBI Buildings Inc., distinguishing him from other advisors.
Experience: 4 years
Avg account: $246,728
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Jared A
Series 63, Series 65
Monticello, IN
OSAIC
Jared Anderson's 27 years of experience and Series 63 and 65 licenses position him well to address Monticello's unique financial landscape, including local tax and cost-of-living factors. Affiliated with Osaic Wealth, a large firm known for its technology-driven investment process and diverse client base, he offers flat-fee planning and consulting services, which may appeal to clients seeking transparent pricing and comprehensive support.
Experience: 27 years
Avg account: $398,336
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Austin W
Series 65
Monticello, IN
Pampel & Associates, Inc.
Austin Woolley in Monticello, IN, offers expertise in cash flow and budgeting, retirement plans for business owners, and insurance needs analysis, which suits local financial planning needs. His firm, Pampel & Associates, provides discretionary portfolio management using fundamental and technical analysis, with flexible fees including a negotiable hourly rate, distinguishing him from other advisors in the area.
Experience: 4 years
Avg account: $364,105
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