Top financial advisors in Warsaw, 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 Warsaw, IN when you're planning for major life changes like retirement, buying a home, or managing investments. A common mistake is overlooking how local tax rules and living costs affect your overall financial plan.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your strategy.
- Cost of living adjustments. Ask how they factor Warsaw's generally lower living expenses into your budgeting.
- Experience balance. Look for advisors who blend solid years of practice with up-to-date knowledge of regional financial trends.
- Firm size impact. Understand how working with advisors from large firms versus independent ones might influence your service and fees.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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George M
Series 66
South Bend, IN
Ameriprise
George Myers specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Warsaw, IN. Working with Ameriprise, a large firm, he offers a 0.15% AUM fee and access to extensive research and tax-efficient planning, differentiating him from advisors at smaller firms with less comprehensive resources.
Experience: 4 years
Avg account: $471,167
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Ashley B
Series 66
Warsaw, IN
Cetera
Ashley Brewer in Warsaw, IN, offers expertise in wealth management and retirement plans for business owners, supported by her Series 66 designation and four years of experience. Working with Cetera, a large firm, she provides flat-fee financial planning and consulting, blending firm-sponsored model portfolios with personalized strategies, which may appeal to high earners approaching retirement seeking structured yet flexible advice.
Experience: 5 years
Avg account: $306,089
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Jason E
CFP®, Series 63, Series 66
Warsaw, IN
Edward Jones
Jason Ellis offers expertise in retirement income strategy and business succession planning, making him well-suited for clients in Warsaw, IN facing major life changes. With 21 years of experience at Edward Jones, a large full-service firm, he provides access to diverse advisory programs and manages accounts with fees up to 1.35% annually, distinguishing him from advisors at smaller firms or with less comprehensive offerings.
Experience: 21 years
Avg account: $246,728
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David J
Series 63
Warsaw, IN
LPL Financial
David Jones offers extensive expertise in wealth management and retirement plans tailored for business owners, supported by 26 years of experience and a Series 63 designation. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and access to a broad range of investment solutions, distinguishing him from advisors at smaller firms or with different fee structures in Warsaw, IN.
Experience: 26 years
Avg account: $399,489
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Andrew L
Series 63, Series 65
Warsaw, IN
Key Investment Services LLC
Andrew Lewis brings 33 years of experience to clients in Warsaw, IN, offering expertise in ESG investing, tax-loss harvesting, and both passive and active portfolio management. Working with Key Investment Services LLC, a large firm known for model-driven wrap-fee programs, he serves a diverse clientele including trusts and small businesses, differentiating him through a structured, committee-overseen investment approach and a 1.40% maximum advisory fee.
Experience: 33 years
Avg account: $254,267
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