Top financial advisors in West Lafayette, 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 West Lafayette, IN, you might face unique challenges like balancing a flat state income tax with your overall budget. Choosing an advisor who understands these local factors can help you avoid costly mistakes like misjudging your tax liabilities or living expenses.
- Local tax insight. Confirm how they incorporate Indiana's flat income tax into your financial plan to avoid surprises.
- Cost of living awareness. Ask how they adjust strategies to fit West Lafayette's generally lower living costs.
- Experience level. Look for advisors who have navigated financial planning in this region for several years.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that impacts your long-term costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Joshua L
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
Joshua Loggins offers nearly two decades of experience in West Lafayette, IN, with expertise in options and derivatives strategies and active portfolio management, making him well-equipped to address local financial nuances like Indiana's flat income tax. His firm, Banker Investment Group, manages over $259 million using a blend of fundamental and technical analysis, with a 1% AUM fee, providing tailored strategies that include margin and option writing, distinguishing him from other advisors in the area.
Experience: 19 years
Avg account: $553,799
-
David K
Series 63
West Fafayette, IN
StoneX Advisors Inc.
David Klemme offers financial planning in West Lafayette with 38 years of experience and a Series 63 designation, providing expertise in ESG and sustainable investing. His firm, StoneX Advisors Inc., supports diverse client types with portfolio management and ERISA consulting, offering flat-fee and hourly financial consulting options, which may suit clients seeking flexible fee structures and independent advice.
Experience: 38 years
Avg account: $501,072
-
Morgan B
CFP®, Series 66
West Lafayette, IN
Edward Jones
Morgan Bonifazi offers financial planning in West Lafayette, IN, with seven years of experience and CFP® certification, providing expertise in charitable giving, business ownership, and retirement planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a fee structure up to 1.35% annually, distinguishing him with access to extensive resources and a broad range of advisory programs.
Experience: 7 years
Avg account: $246,728
-
Michael S
Series 63, Series 65
West Lafayette, IN
J.P. Morgan Securities
Michael Stocksick offers wealth management services in West Lafayette, IN, with 20 years of industry experience and credentials including Series 63 and Series 65. Operating within the large firm J.P. Morgan Securities, he provides asset allocation advice and customized reporting, charging a 0.30% annual fee based on assets under management, which may suit clients seeking institutional-level resources and clarity in fee structure.
Experience: 20 years
Avg account: $318,381
-
Christy R
Series 65, Series 63
West Lafayette, IN
Thrivent Investment Management
Christy Robertson offers financial planning in West Lafayette, IN, with six years of industry experience and expertise in business ownership considerations, which can help address local tax and cost of living factors. Working at Thrivent Investment Management, a large firm providing dedicated planning services and managed-account programs, she emphasizes holistic, goal-based planning rather than discretionary portfolio management.
Experience: 6 years
Avg account: $162,801
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in West Lafayette, IN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")