Top financial advisors in Muncie, 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 Muncie, 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 liabilities 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 Muncie's generally lower expenses compared to larger cities.
- Experience level. Look for advisors who can navigate both local and broader financial landscapes, ensuring your plan fits your life stage and goals.
- Fee structure clarity. Understand how flat-fee advisors here price their services to match your needs without hidden costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian O
CFP®, Series 66
Muncie, IN
Raymond James Financial
Brian Osner's 18 years of experience and CFP® certification equip him to address Muncie's financial nuances, including retirement and business succession planning. Operating within Raymond James Financial, a large firm offering flat-fee structures, he serves diverse clients from individual investors to institutions, providing tailored advice backed by extensive research and a broad affiliate network.
Experience: 19 years
Avg account: $700,796
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Joshua M
Series 63, Series 65
Muncie, IN
Primerica Advisors
Joshua Matthews offers 15 years of experience in Muncie, IN, with expertise in ESG investing, tax-loss harvesting, and income planning, which can help navigate local tax and cost-of-living factors. Affiliated with Primerica Advisors, a large firm using a tiered wrap fee structure and discretionary asset management, he serves individual and high-net-worth clients, differentiating him from advisors focused solely on institutional plans.
Experience: 16 years
Avg account: $228,117
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Kathryn K
CFP®, Series 63, Series 66
Muncie, IN
LPL Financial
Kathryn Kaster's 24 years of experience and CFP® certification equip her to address Muncie's financial nuances, including tax-loss harvesting and retirement plans for business owners. Working with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, she stands out by combining seasoned expertise with transparent pricing and a broad client service approach.
Experience: 25 years
Avg account: $399,489
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Craig M
Series 63, Series 65
Muncie, IN
OSAIC
Craig Miller's 29 years of experience and Series 63 and 65 credentials equip him to address financial planning needs in Muncie, including local tax considerations. Working with OSAIC, a large firm offering flat-fee structures and diverse client services, he provides flexible fee options and access to advanced portfolio management, distinguishing him from advisors with smaller firm affiliations or less varied service offerings.
Experience: 30 years
Avg account: $398,336
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Ashley H
CFP®
Muncie, IN
Creative Planning
Ashley Hansard offers expertise in retirement income strategy and tax-loss harvesting, which is valuable for managing finances in Muncie, IN, where understanding local tax implications is crucial. Working with Creative Planning, a large firm managing $217 billion in assets, Ashley provides flat-fee financial planning with a focus on low-cost indexing and buy-and-hold strategies, catering to high-net-worth clients and executives.
Experience: 0 years
Avg account: $2,113,277
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