Top financial advisors in Terre Haute, 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 Terre Haute, IN, you might face unique local tax and cost-of-living factors that affect your financial planning. Without an advisor familiar with these regional details, you risk overlooking opportunities to optimize your budget and tax strategy.
- Local tax insight. Confirm how the advisor accounts for Indiana's flat state income tax in your overall plan.
- Cost-of-living adjustments. Ask how they tailor budgeting advice to Terre Haute's generally lower living expenses.
- Experience depth. Look for advisors who demonstrate a strong track record navigating financial decisions in this region.
- 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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Donald E
CFA®
Terre Hute, IN
Wabash Capital, Inc.
Donald Edwards offers wealth management expertise in Terre Haute, IN, with 27 years of experience and a CFA® designation, making him well-versed in local financial nuances. As an independent advisor at Wabash Capital, Inc., he employs a fundamental research approach to build diversified portfolios, charging a 1.50% AUM fee and $150 hourly for special projects, which may appeal to clients seeking personalized, research-driven investment management.
Experience: 27 years
Avg account: $187,660
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Kimberly H
Series 63, Series 65
Terre Haute, IN
Wells Fargo Advisors
Kimberly Hughes offers expertise in cash flow and budgeting, crucial for managing finances in Terre Haute's unique cost-of-living environment, supported by her 23 years of experience and Series 63 and 65 credentials. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she brings access to extensive resources and specialized services like business exit strategies and planning for children with special needs.
Experience: 23 years
Avg account: $514,335
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Tyler R
Series 63, Series 65
Terre Haute, IN
FIFTH THIRD SECURITIES, Inc.
Tyler Rogerson is equipped to address financial planning in Terre Haute, IN, with expertise in tax-loss harvesting and passive investing, which can help optimize local tax strategies. Working at Fifth Third Securities, a large firm offering managed-account programs and direct indexing, he provides access to extensive resources and a 1.50% AUM fee, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $230,450
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Evan F
Series 66
Terre Haute, IN
Edward Jones
Evan Faro offers wealth management and tax-loss harvesting services in Terre Haute, IN, supported by Edward Jones' large-firm resources and a broad range of advisory programs. With a Series 66 credential and experience as a founder and business owner, he brings a unique perspective compared to advisors with longer tenure or smaller firm affiliations.
Experience: 1 year
Avg account: $246,728
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Thomas F
CFP®, Series 63, Series 65
Terre Haute, IN
OSAIC
Thomas Foster's 29 years of experience and CFP® certification equip him to address Terre Haute's unique financial landscape, including local tax and cost-of-living factors. Working with OSAIC, a large SEC-registered firm, he offers flat-fee planning and access to diverse investment products, distinguishing him from advisors at smaller firms with different fee structures or less extensive resources.
Experience: 30 years
Avg account: $398,336
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