Top financial advisors in New Castle, 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 New Castle, IN, you might be looking for advisors who understand how local tax rules and living costs affect your money. Choosing an advisor unfamiliar with Indiana's flat state income tax could lead to missed opportunities in budgeting and tax planning.
- Local tax knowledge. Confirm how they incorporate Indiana's flat income tax into your overall financial plan.
- Cost of living insights. Ask how they adjust strategies to fit New Castle's generally lower living expenses.
- Experience level. Inquire about their years working with clients in similar financial situations to yours.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that might impact your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Scott C
Series 63, Series 65
New Castle, IN
Scott Clampitt, Registered Investment Advisor
Scott Clampitt offers over two decades of experience in general retirement planning, operating independently in New Castle, IN, which suggests familiarity with local tax and cost-of-living factors. His firm provides discretionary portfolio management and financial planning with a long-term investment approach, charging 0.167% AUM monthly or hourly fees ranging from $75 to $250, catering to individuals and high-net-worth clients.
Experience: 21 years
Avg account: $213,000
-
Erika G
CFP®, Series 63, Series 66
New Castle, IN
Edward Jones
Erika Gilman brings over 23 years of experience in New Castle, IN, with expertise in estate planning, multi-generational wealth transfer, and retirement planning, making her well-versed in local financial nuances. As a CFP®-certified advisor at Edward Jones, a large firm managing over $1 trillion in assets, she offers a structured fee of up to 1.35% annually, providing access to comprehensive wealth management programs.
Experience: 24 years
Avg account: $246,728
-
Robert B
PFS™, Series 65
New Castle, IN
Parkwoods Wealth Partners, LLc
Robert Bumbalough offers extensive expertise in retirement plans for business owners and wealth management, supported by 23 years of experience and local presence in New Castle, IN. His firm employs a buy-and-hold strategy with diversified asset allocation, and he provides flat-fee and project-based financial planning options, distinguishing him with flexible fee structures and a strong accounting background through co-ownership of a local accounting practice.
Experience: 23 years
Avg account: $1,268,467
-
Richard G
CFP®, Series 63, Series 65
New Castle, IN
Lifecare Retirement Solutions Inc.
Richard Graham offers expertise in retirement planning, Social Security optimization, and Medicare planning, making him well-suited for clients in New Castle, IN, who need guidance on local tax and living cost considerations. His 15 years of experience, CFP® certification, and flat-fee financial planning services at LifeCare Retirement Solutions provide transparent pricing and independent advice, distinguishing him from advisors with asset-based fees or less specialized retirement focus.
Experience: 15 years
-
Amanda N
Series 66
New Castle, IN
Harbour Investments, Inc.
Amanda Norris offers financial planning in New Castle, IN, with a focus on annuities and options strategies, supported by her Series 66 designation and two years of experience. She provides flat-fee and hourly fee options through Harbour Investments, which serves diverse clients using both fundamental and technical analysis, distinguishing her with flexible pricing and a model-based investment platform.
Experience: 3 years
Avg account: $309,963
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in New Castle, IN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")