Top financial advisors in Peru, 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.
You might seek a financial advisor in Peru, IN when you're navigating life changes like buying a home, planning for college, or preparing for retirement. A common mistake is working with an advisor who doesn't consider how local tax rules and living costs affect your financial plan.
- Local tax knowledge. Confirm how they incorporate Indiana's flat state income tax into your strategy.
- Cost of living insights. Ask how they adjust budgets and savings plans to reflect Peru's generally lower expenses.
- Experience with life stages. Look for advisors who understand financial needs across milestones like education funding or retirement timing.
- Firm size impact. Consider whether you prefer the resources of a large firm or the personalized approach of an independent advisor.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew J
Series 66
Logansport, IN
LPL Financial
Matthew Jennings offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Peru, IN navigating life changes like retirement or college funding. His flat-fee structure at LPL Financial, a large firm with extensive resources and research support, distinguishes him from advisors with different fee models or smaller firm affiliations.
Experience: 5 years
Avg account: $399,489
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Jarrod M
Series 63, Series 65
Wabash, IN
OSAIC
Jarrod Mckee, based near Peru in Wabash, IN, brings 15 years of experience and expertise in annuities, serving clients like founders, executives, and retirees. His firm, OSAIC, is a large, SEC-registered adviser offering flat-fee financial planning and a technology-driven investment approach, which may provide more resources compared to smaller firms in the area.
Experience: 16 years
Avg account: $398,336
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Terry D
Series 63, Series 65
Roann, IN
Brookwood Investment Group
Terry Dupont's 28 years of experience and Series 63 and 65 licenses equip him to address retirement planning and portfolio management needs relevant to Peru, IN residents, considering local tax and cost of living factors. As an independent advisor at Brookwood Investment Group, he offers flexible flat-fee and hourly pricing, serving a broad client base with both active and passive investment strategies.
Experience: 29 years
Avg account: $357,698
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Ryan S
Series 63, Series 66
Peru, IN
Edward Jones
Ryan Schmidt's 21 years of experience and focus on retirement income strategy make him well-suited for clients in Peru, IN planning for retirement or other life milestones. Affiliated with Edward Jones, a large full-service wealth management firm, he offers access to diverse investment strategies and serves a broad client base, including high-net-worth households, with a program fee up to 1.35% annually.
Experience: 21 years
Avg account: $246,728
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Ronnie M
Series 63, Series 66
Peru, IN
Raymond James Financial
Ronnie Miller's 24 years of experience and expertise in retirement and business succession planning make him well-suited for clients in Peru, IN navigating life changes like retirement or business transitions. Affiliated with the large firm Raymond James Financial, he offers flat-fee and hourly planning options, serving a diverse client base including high-net-worth individuals, which may provide broader resources compared to smaller local advisors.
Experience: 25 years
Avg account: $700,796
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