Top financial advisors in Richmond, 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 Richmond, IN, you might face decisions like budgeting with a flat state income tax or planning for a lower cost of living. Without an advisor familiar with these local factors, you could miss opportunities to optimize your financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your overall strategy.
- Cost of living adjustments. Ask how they tailor spending and saving plans to Richmond's generally lower expenses.
- Experience with regional markets. Look for advisors who understand local investment and real estate trends.
- Holistic budgeting approach. Ensure they consider all income sources and expenses unique to your lifestyle in Richmond.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Travis K
Series 63, Series 65
Richmond, IN
LPL Financial
Travis Kohn's 12 years of experience and Series 63 and 65 licenses equip him to address Richmond's financial nuances, including flat state income tax and cost of living. Affiliated with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, he serves a broad client base including business owners and retirees, distinguishing him with both local insight and extensive institutional support.
Experience: 12 years
Avg account: $399,489
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Donald H
Series 65
Richmond, IN
Spectrum Advisors Financial, LLC
Donald House Jr. offers expertise in cash flow and budgeting, general tax and estate planning, which suits managing finances in Richmond, IN, especially considering local tax and cost of living factors. With 16 years of experience and an independent fee structure charging $200 per hour, he serves a diverse client base including trusts and small businesses, differentiating him through a broad advisory scope and local presence.
Experience: 16 years
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Robert G
Series 63, Series 66
Richmond, IN
Edward Jones
Robert Gilman offers extensive expertise in retirement income strategy and wealth management, supported by 34 years of experience and Series 63 and 66 credentials. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and advisory services tailored to Richmond's financial landscape.
Experience: 34 years
Avg account: $246,728
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Joseph W
Series 63, Series 66
Richmond, IN
Ameriprise
Joseph Wesley's 32 years of experience and Series 63 and 66 designations equip him to address retirement income strategies and Social Security optimization for clients approaching retirement in Richmond, IN. Affiliated with Ameriprise, a large firm known for combining algorithmic automation with research, he offers tailored, tax-efficient withdrawal plans with a 0.15% AUM fee, distinguishing him from advisors with smaller firms or less specialized retirement focus.
Experience: 33 years
Avg account: $471,167
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Chad H
Series 66
Richmond, IN
Raymond James & Associates
Chad Harris offers expertise in general retirement planning and wealth management, well-suited for navigating Richmond's financial landscape including Indiana's flat income tax. With 17 years of experience at Raymond James & Associates, a large firm known for flat-fee structures, he serves a diverse client base including business owners and executives, providing tailored financial plans through non-discretionary advisory relationships.
Experience: 18 years
Avg account: $788,879
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