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2024

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Best Financial Advisors in Indianapolis, IN

Our Recommended Top 19

We did the research for you!

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  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Indianapolis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

202Reviewed

128Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

9340 Priority Way West Drive, Indianapolis, IN 46240
WebsiteLicense: 226606

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Cooke Financial Group provides client-centric service and investment advice through market cycles. Its wealth advisors offer comprehensive financial planning and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. Based in Indianapolis, Cooke Financial Group has been fulfilling the financial needs of a diverse clientele for more than 50 years. It has been ranked by Forbes / SHOOK as the #1 Best-In-State advisor in Indiana from 2018 to 2022.

  • Wealth Management
  • Family Office Resources
  • Retirement Planning
  • Certified Financial Planner (CFP)
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Indianapolis, IN
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

600 East 96th Street, Indianapolis, IN 46280

Expertise.com Rating

Why choose this provider?

Spectrum Management Group is an independent fiduciary firm that has been operating in Indianapolis since 1995. It offers a wide range of services, including investment advisory, wealth management, and family office and trust solutions. These include cash flow planning, tactical asset allocation, and intergenerational wealth transfer strategies. One of the firm's managing members, Bob Phillips, has more than 25 years of industry experience. His work has been recognized by media publications such as The Indianapolis Star and U.S. News & World Report.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

9333 N Meridian St. STE 300, Indianapolis, IN 46260
WebsiteLicense: 106805

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

NorthWest Financial Services advises clients living in Indianapolis and the surrounding areas. The company starts the financial advising process with an initial meeting to determine the customer's income, assets, and goals. The firm produces the plan and signs investment management agreements before implementation. It also monitors the progress of investments and updates the individual. NorthWest Financial Services is led by president Matt Yeiter, who comes from a finance and marketing background and developed the firm's NextGen program aimed at children.

  • Certified Financial Planner (CFP)

8900 Keystone Crossing, Indianapolis, IN 46240

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Elser Financial Planning, Inc., is an Indianapolis-based team of financial advisors that assists clients in several areas, from evaluating employee benefits and savings and providing recommendations according to clients' goals to illustrating the projected longevity of savings. In addition, they develop tax strategies, offer investment management assistance, and work with clients' attorneys in setting up dynasty trusts and delivering Crummey letters to trust beneficiaries. Elser Financial Planning was founded in 2007 by Susan Elser, a Certified Financial Planner.

  • Certified Financial Planner (CFP)

3625 East 96th Street, Indianapolis, IN 46240

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Invst is a full-service wealth management company that helps clients in Indianapolis and the surrounding areas grow and protect their finances. The firm assists clients on how to prepare for retirement, as well as how to use investment strategies that manage downside risk while gaining positive returns. Founder and CEO Scott Jarred is a Certified Financial Planner. He started his career in the industry more than 13 years ago and currently specializes in helping high-net-worth individuals preserve their wealth.

  • Certified Financial Planner (CFP)

12900 North Meridian Street, Carmel, IN 46032

Expertise.com Rating

Why choose this provider?

Oaktree Financial Advisors, Inc., is an independent wealth management consultancy that serves clients in Indianapolis and the surrounding metro areas. The firm focuses on providing financial planning and investment management services, personalizing them according to clients' needs, risk appetites, and unique circumstances. Founder Christopher R. Baker is a Certified Financial Planner and has been in the industry for more than 31 years. Other services offered by Oaktree include retirement, life insurance, estate, and education planning.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

6838 South East Street, Indianapolis, IN 46227

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Creative Financial Group is an advisory firm serving the Indianapolis area. The firm helps clients create or build wealth by assisting in estate and tax planning, trusts, probate, and charitable giving. Its professionals consult clients to discover their goals and current financial situations to create customized plans. Co-founder Kurt Supe is a certified public accountant who has been in the finance industry for nearly 20 years. He has been featured in various publications, including ABC, FOX, CBS, and NBC.

  • Estate Planning
  • Certified Financial Planner (CFP)

111 Monument Circle, Indianapolis, IN 46204
WebsiteLicense: 44402

Expertise.com Rating

Why choose this provider?

For over 50 years, Goelzer Investment Management has been offering financial advice to individuals and institutions across Indianapolis. It helps clients reach their financial goals through portfolio creation, analysis, and management. It has experience providing counsel to a range of individuals, from professional athletes to retiring executives. The firm helps investors by providing reports that explain current market trends. Its senior portfolio manager, Helena Ocampo, once served as a researcher for the Hispanic Heritage Foundation Investors Group. She has over two decades of experience in finance.

  • Certified Financial Planner (CFP)

241 N Pennsylvania St Ste 100, Indianapolis, IN 46204
WebsiteLicense: 4197757

Expertise.com Rating

Why choose this provider?

WR2 Advisors of Raymond James caters to clients in the Indianapolis area. Its team offers financial planning services that allow individuals to meet their current and future needs. The company offers advice on selecting insurance policies and preparing for retirement with a stable and sustainable income. It also advises people on creating investment portfolios. Businesses can hire the firm to manage executive transactions, plan their tax returns and deductions, and put up charitable organizations.

  • Certified Financial Planner (CFP)

9100 Keystone Crossing #560, Indianapolis, IN 46240
WebsiteLicense: 107517

Expertise.com Rating

Why choose this provider?

SYM Financial Advisors serves clients in the Indianapolis area. Individuals can get the firm's help in organizing their finances to meet current and future needs. Its team assists in selecting insurance policies, deciding on investments, and preparing for retirement with stable and sustainable income sources. The firm also handles estate planning matters so that wealth is passed on to the right people. CEO Jerry Yeager is an attorney with more than 25 years of experience in financial advising.

  • Certified Financial Planner (CFP)
  • Retirement Planning

600 East Carmel Drive, Carmel, IN 46032

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Integrity Wealth Advisors caters to Indianapolis and the surrounding areas. Serving engineers, rehab therapists, and young families, the firm provides asset management, cash flow analysis, education planning, insurance and mortgage analysis, and Social Security optimization. The members of Integrity Wealth Advisors bring over 30 years of combined experience in the financial services industry. William Vail, the company owner, holds the Accredited Asset Management Specialist and Retirement Income Certified Professional designations.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

8440 Woodfield Crossing Boulevard, Indianapolis, IN 46240

Expertise.com Rating

Why choose this provider?

Deerfield provides wealth management solutions to individuals from the Indianapolis metro. The company provides a range of financial planning services for women, lawyers, physicians, and corporate executives. Its team develops a personalized plan according to its clients' integrated accounts and retirement plans. Moreover, it collaborates with its customers' accountants, bankers, and estate attorneys on tax minimization, debt optimization, and estate and wealth transfer. Deerfield is headed by Susie Steel, who is a certified financial planner and a NAFPA-registered financial advisor.

  • Estate Planning
  • Certified Financial Planner (CFP)

225 South East Street; Suite 156, Indianapolis, IN 46202
WebsiteLicense: 293427

Expertise.com Rating

Review Sources

Facebook
5.0 (12)

Why choose this provider?

Elements Wealth Management assists clients in the Indianapolis area. Individuals can hire the firm to help organize their finances for current and future expenses. Its team assists in choosing insurance policies, understanding investment options like mutual funds and annuities, and preparing for retirement with a sustainable income after leaving the workforce. The company also offers various products, such as life insurance, college savings funds, and IRAs. Its advisors have more than 125 years of combined industry experience.

  • Certified Financial Planner (CFP)
  • Retirement Planning

10 West Carmel Drive, Carmel, IN 46032

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Valeo is a financial advisory and wealth management firm that serves Indianapolis and the surrounding areas. The company focuses on helping clients plan for the future by assessing their financial situation, including insurance policies, taxes, cash flow, and estate. Its professionals provide assistance in retirement planning, risk management, educational funding, and investment management. Valeo also gives back to the community by helping food-insecure households and homeless individuals. The firm has raised over $500,000 in donations and hundreds of volunteer hours to support various causes.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

5348 West Vermont Street, Indianapolis, IN 46224

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

FSA Advisors provides financial planning services from its Indianapolis location. One of the company's key services is wealth management, which involves investment consulting, legacy planning, insurance reviews, and estate tax planning. In addition, its team assists families, individuals, retirement plan sponsors, and employers in managing debt, analyzing cash flow, and planning for higher education. With a commitment to give back to the community, FSA Advisors supports several organizations, including Flight 1, Sheltering Wings Center, and School on Wheels.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

550 Congressional Boulevard, Carmel, IN 46032

Why choose this provider?

Catalyze Wealth Management's financial advisors help clients plan for financial freedom and recognize pitfalls that can be avoided through comprehensive planning. Ryan and his team of financial advisors in Indianapolis promote Atomic Planning, a strategy that rates an individual's debt, taxes, savings, spending, and other factors in relation to financial freedom. It utilizes data to support clients in making an informed decision regarding their wealth. The technology-driven company offers insight into investment portfolios, estate plans, taxes, savings, and retirement goals.

3105 East 98th Street, Indianapolis, IN 46280

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Market Street Wealth Management Advisors is a team of Certified Financial Planners based in Indianapolis. One of the services they offer is investment management, which covers retirement plans such as 401(k) and 403(b). The advisors also constantly monitor clients' portfolios and propose adjustments according to changes in economic conditions, tax rules, and clients' finances. Market Street Wealth Management Advisors was founded by Kevin Ervin, a CFP and CPA who primarily develops tax-efficient strategies in support of clients' investment and financial plans.

  • Retirement Planning

6569 Carrollton Avenue, Indianapolis, IN 46220
WebsiteLicense: 2510251

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

LJI Wealth Management provides financial advice to clients in Indianapolis and nearby areas. With over 320 years of combined experience, its team assists clients in making thoughtful decisions that are in their long-term best interest. It helps clients organize and manage their finances and investment portfolio asset allocation and diversification. The firm also builds financial strategies intended to help small business owners and those planning for business transition. LJI Wealth Management serves clients in over 30 states.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cooke Financial Group
9340 Priority Way West Drive, Indianapolis, IN 46240Call for quote
SmartAdvisor by SmartAsset
Indianapolis, INFree Consultation
Spectrum Management Group
600 East 96th Street, Indianapolis, IN 46280
NorthWest Financial Services
9333 N Meridian St. STE 300, Indianapolis, IN 46260
Elser Financial Planning, Inc.
8900 Keystone Crossing, Indianapolis, IN 46240
Invst
3625 East 96th Street, Indianapolis, IN 46240
Oaktree Financial Advisors, Inc.
12900 North Meridian Street, Carmel, IN 46032
Creative Financial Group
6838 South East Street, Indianapolis, IN 46227
Goelzer Investment Management
111 Monument Circle, Indianapolis, IN 46204
WR2 Advisors of Raymond James
241 N Pennsylvania St Ste 100, Indianapolis, IN 46204
SYM Financial Advisors
9100 Keystone Crossing #560, Indianapolis, IN 46240
Integrity Wealth Advisors
600 East Carmel Drive, Carmel, IN 46032
Deerfield
8440 Woodfield Crossing Boulevard, Indianapolis, IN 46240
Elements Wealth Management
225 South East Street; Suite 156, Indianapolis, IN 46202
Valeo
10 West Carmel Drive, Carmel, IN 46032
FSA Advisors
5348 West Vermont Street, Indianapolis, IN 46224
Catalyze Wealth Management
550 Congressional Boulevard, Carmel, IN 46032
Market Street Wealth Management Advisors
3105 East 98th Street, Indianapolis, IN 46280
LJI Wealth Management
6569 Carrollton Avenue, Indianapolis, IN 46220

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are there any requirements for individuals who want to seek financial planning services in Indianapolis?

    There is no minimum net worth requirement for individuals who want to seek financial planning services in Indianapolis. However, individuals must possess several traits to achieve their financial dreams and goals. They must have moderate control of their spending and be committed to creating budget plans. They must also be patient in building their wealth because it cannot be done overnight.

  • Who manages your investments in Indianapolis?

    Your investments in Indianapolis are managed by a third-party custodian. Your financial planner will monitor the progress of your investments, and you are still in complete control of your accounts. Even if your financial planner monitors your investments, you are not obligated to follow his or her recommendations all the time.

  • How much is the financial planning fee of agents in a fee-only firm in Indianapolis?

    The financial planning fee of agents in a fee-only firm in Indianapolis depends on the complexity of their client's cases. Agents are billed at an hourly rate. Most of the time, it ranges between $1,800 and $2,500. There are no hidden fees because financial planning agents do not sell products.

  • How can investment advisory and trust services and partnerships help people in Indianapolis achieve their financial goals?

    Investment advisory and trust services and partnerships are part of wealth management services, and investment advisory helps people in Indianapolis achieve their financial goals because it is designed to build and monitor diversified portfolios, develop objective personalized plans, and provide high-quality investment services and products. On the other hand, trust services and partnerships enable individuals to calculate their taxes and file returns and carry out detailed record-keeping and accounting.

  • How can wealth managers help young professionals in Indianapolis?

    Wealth managers in Indianapolis help young professionals gain a sense of financial security. They combine asset management and financial planning to help professionals achieve their financial goals. Before creating plans for their clients, wealth managers assess young professionals' lifestyles and situations. They conduct periodic wealth check-ups to examine clients' spending, income, insurance, and wills.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.