Top financial advisors in Plymouth, 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 planning your financial future in Plymouth, IN, you might face unique challenges like managing your budget with the state's flat income tax and lower living costs. Without an advisor familiar with these local factors, you could miss opportunities to optimize your spending and saving.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your overall plan to avoid surprises.
- Cost of living adjustments. Ask how they tailor budgets and investment strategies to Plymouth's generally lower expenses.
- Experience level. Look for advisors who balance solid years of practice with up-to-date knowledge of regional economic trends.
- Fee structure clarity. Understand whether their flat-fee approach aligns with your financial goals and service expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rodney J
Series 66
Plymouth, IN
Ameriprise
Rodney Jacobs offers retirement income and Social Security optimization strategies tailored for those approaching retirement in Plymouth, IN, leveraging 22 years of experience and a Series 66 designation. Affiliated with Ameriprise, a large firm known for research-driven retirement planning and a 0.15% AUM fee, he combines institutional resources with local business insight, distinguishing him from advisors with smaller firm backgrounds or less extensive retirement focus.
Experience: 22 years
Avg account: $471,167
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Tammy D
Series 66
Plymouth, IN
Key Investment Services LLc
Tammy Dickson offers financial advisory services in Plymouth, IN, with expertise in ESG investing, tax-loss harvesting, and both passive and active portfolio management, which can help address local tax and cost-of-living considerations. Working at a large firm, she provides model-driven wrap-fee programs with a 1.40% annual fee, serving a diverse client base including individuals and small businesses, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 3 years
Avg account: $254,267
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Jeffrey U
Series 65, Series 66
Plymouth, IN
Regal Investment Advisors LLC
Jeffrey Umbaugh's 25 years of experience and Series 65 and 66 credentials equip him to navigate Plymouth's financial landscape, including Indiana's flat income tax. His firm, Regal Investment Advisors LLC, offers flat-fee options and specializes in active portfolio management and options strategies, providing tailored investment approaches compared to other advisors in the area.
Experience: 25 years
Avg account: $332,705
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Robert D
Series 66
Plymouth, IN
LPL Financial
Robert Dragani brings over 21 years of experience in wealth management and retirement plans for business owners, making him well-equipped to address Plymouth's financial planning needs, including tax-loss harvesting strategies. Operating within LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and comprehensive investment solutions.
Experience: 21 years
Avg account: $399,489
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Russell K
Series 66
Plymouth, IN
Edward Jones
Russell Kietzman offers 15 years of experience in wealth management and tax-loss harvesting, well-suited for navigating Plymouth's financial landscape including Indiana's flat income tax. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive program with fees up to 1.35% annually, catering to executives, retirees, and business owners seeking multi-generational wealth transfer strategies.
Experience: 15 years
Avg account: $246,728
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