Top financial advisors in Washington, 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 Washington, IN when you're navigating complex life changes like retirement planning or managing investments amid a flat state income tax environment. A common pitfall is working with an advisor who overlooks how local tax rules and living costs affect your long-term financial goals.
- Local tax insight. Confirm how they incorporate Washington's flat income tax into your overall plan to avoid surprises.
- Cost of living adjustments. Ask how they tailor budgeting strategies to the area's generally lower expenses.
- Experience with regional markets. Look for advisors familiar with investment opportunities and risks specific to Indiana.
- Holistic retirement planning. Ensure they consider both tax implications and lifestyle factors unique to your location.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Troy S
CFP®, Series 63, Series 65
Washington, IN
OSAIC
Troy Stoll's 27 years of experience and CFP® certification equip him to address retirement planning and investment management in Washington, IN, considering local tax and cost-of-living factors. Operating within OSAIC, a large firm with a technology-driven investment process, he offers flat-fee structures and serves diverse clients, distinguishing him from advisors with smaller practices or different fee models.
Experience: 27 years
Avg account: $398,336
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Nathan R
Series 66
Washington, IN
LPL Financial
Nathan Raber offers wealth management and retirement planning services in Washington, IN, with expertise in business owner retirement plans and tax-loss harvesting, which can help navigate local tax and investment considerations. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and benefits from in-house research and model portfolios, distinguishing him from advisors with different fee structures or smaller firm support.
Experience: 1 year
Avg account: $399,489
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Michael G
Series 63, Series 65
Loogootee, IN
Creativeone Wealth, LLC
Michael Graber's experience with active portfolio management and options strategies suits clients navigating retirement planning in Washington, IN's tax environment. His firm offers flexible fee structures including flat fees and negotiable rates, serving individuals and organizations with tailored ETF-based models and regular portfolio rebalancing, differentiating him from advisors with more rigid approaches or narrower client focuses.
Experience: 9 years
Avg account: $264,766
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Johnathan B
Series 66
Odon, IN
Axis Financial, LLC
Johnathan Britton offers wealth management services with 24 years of experience, serving clients near Washington, IN from Odon, IN. His firm, Axis Financial, LLC, is independent and employs a consultative, non-discretionary approach, often recommending ETFs for smaller accounts and third-party managers for larger ones. He provides flat-fee and hourly pricing, which may appeal to clients seeking transparent costs and personalized planning.
Experience: 24 years
Avg account: $390,800
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Douglas B
Series 66
Washington, IN
Edward Jones
Douglas Bubalo offers wealth management expertise with 15 years of experience in Washington, IN, supported by Edward Jones' extensive resources and $1.01 trillion in assets under management. His focus on tax-loss harvesting and multi-generational wealth transfer complements the firm's large-scale capabilities, providing tailored strategies that consider local tax implications and investment opportunities unique to Indiana.
Experience: 16 years
Avg account: $246,728
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