Top financial advisors in Vincennes, 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 Vincennes, IN, you might face unique challenges like balancing flat state income tax with your overall budget. Without an advisor familiar with local tax nuances and cost of living, you could miss opportunities to optimize your financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your broader tax strategy.
- Cost of living adjustments. Ask how they tailor budgeting advice to Vincennes' generally lower expenses.
- Firm size impact. Understand whether working with a large or smaller firm affects the personal attention you receive.
- Fee structure clarity. Check if their flat-fee model 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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Clifford Y
ChFC®, Series 63, Series 66
Vincennes, IN
CWM, LLC
Clifford York's 23 years of experience and ChFC® designation equip him to address Vincennes' financial nuances, including Indiana's flat income tax and local cost of living. Working with CWM, LLC, a large firm offering flat-fee financial planning and discretionary portfolio management, he serves diverse clients from individuals to institutions, providing a broad range of investment strategies and retirement planning services.
Experience: 24 years
Avg account: $875,860
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John T
ChFC®, Series 63
Vincennes, IN
LPL Enterprise
John Thomas offers extensive expertise in retirement planning and tax-loss harvesting, well-suited for Vincennes residents navigating Indiana's flat income tax. With 37 years of experience at LPL Enterprise, a large firm providing flat-fee financial planning and diverse client services, he brings seasoned insight and access to model portfolios, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 38 years
Avg account: $239,757
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Richard D
Series 63
Vincennes, IN
Ameriprise
Richard Dobbyn's 35 years of experience and focus on retirement income strategy make him well-suited for clients in Vincennes, IN, navigating local tax and cost-of-living factors. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides a 0.15% AUM fee structure and specializes in Social Security optimization and retirement withdrawal strategies.
Experience: 36 years
Avg account: $471,167
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Andrew E
CFP®, Series 66
Vincennes, IN
Kestra Advisory
Andrew Ellermann offers expertise in retirement plans for business owners and business exit strategies, making him well-suited for Vincennes clients balancing local tax and budgeting needs. His 20 years of experience at Kestra Advisory, a large firm with flat-fee options, provide a structured yet personalized approach compared to smaller firms or different fee models nearby.
Experience: 20 years
Avg account: $618,892
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Dana W
Series 63, Series 65
Vincennes, IN
Edward Jones
Dana Worland offers extensive expertise in retirement income strategy and wealth management, well-suited for Vincennes residents navigating local tax and cost-of-living factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides seasoned guidance with a fee structure up to 1.35% annually, catering to clients including retirees and business owners.
Experience: 34 years
Avg account: $246,728
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