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2024

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Best Financial Advisors in Lafayette, IN

Our Recommended Top 18

We did the research for you!

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

34Reviewed

27Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Lafayette, 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
  • Retirement Planning
  • Financial Planning
  • Investment Management

Lafayette, IN

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Lafayette? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

310 Ferry Street, Lafayette, IN 47901
WebsiteLicense: 4369983

Expertise.com Rating

Why choose this provider?

Summit Financial Group of Indiana is an independent advisory firm that serves Lafayette and the surrounding communities. The firm develops customized strategies and plans for cash flow, debt, insurance, estate planning, and retirement needs. The staff also assists clients seeking advice and assistance with 401K, 403(b), and 457(b) account management and investment portfolio stock options. Entrepreneurs, medical professionals, and higher education faculty and staff are among their diverse clientele. Jon McCardle, the president of the company, and his team have been in the business for 20 years.

  • Financial Planning
  • Investment Management
  • Retirement Planning

2925 Union St, Lafayette, IN 47904
WebsiteLicense: 172355

Expertise.com Rating

Review Sources

Google
5.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Clarify Wealth Management caters to the financial needs of individuals and families in Lafayette. It offers retirement planning, college planning, estate planning, investment management, and risk management services. Its team can help clients with their IRA, 401(k), or 403(b) needs. Since its inception, it has assisted more than 1,500 clients. Committed to providing clients with 24/7 access to personalized, objective advice, Clarify Wealth Management has launched an investment management platform tool called Guided Wealth Portfolios (GWP).

  • Certified Financial Planner (CFP)
  • Retirement Planning

10 West Carmel Drive Suite 400, Carmel, IN 46032
WebsiteLicense: 127132

Expertise.com Rating

Why choose this provider?

Valeo is an independent financial advisory firm serving Lafayette and the surrounding communities. It develops financial plans that cover individuals' income tax and cash flow, educational funding, insurance, retirement, and estate planning needs. It also helps customers build investment portfolios that reflect their risk tolerance, objectives, and current situations. Valeo's team comprises members who hold various professional degrees and certifications, such as JD, CPA, MBA, CFP, CFA, and CDFA. The company has five locations and serves clients from over 40 states.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1980 East 116th Street Suite 210, Carmel, IN 46032
WebsiteLicense: 2048476

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

OneMidwest Financial Partners caters to individuals and families in Lafayette and the surrounding areas. It helps clients realize their wealth and life goals by offering financial planning services. It addresses various items, such as annuities, education, insurance coverages, investments, IRAs, and lifestyle changes. Charitable giving and retirement are also included. The firm handles different aspects of business planning, including buy and sell agreements. Scott Ayers, the president, has been working in the financial services industry since 1990.

  • Certified Financial Planner (CFP)

2020 Union Street Suite 400, Lafayette, IN 47904

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Cornerstone Financial is an independent firm that serves individuals and small businesses in Lafayette. Its team of financial advisors assists clients in planning for various life stages, including retirement, college education, and legacy building. They also create and manage investment portfolios, develop risk management plans, and design tax liability reduction strategies. One of these advisors, Bryan Holder, is a CFP who has been in the financial services industry since 1998. He is also an Accredited Investment Fiduciary.

  • Certified Financial Planner (CFP)

325 N. Main St., Kokomo, IN 46901
WebsiteLicense: 2191070

Expertise.com Rating

Why choose this provider?

Daniels, Alexander & Daniels Freedom Financial Group, Inc., caters to communities throughout the Lafayette area. Its team of advisors provides comprehensive and consultative services that help clients with their retirement, college, medical care, and estate planning concerns. It also offers counsel on matters involving different types of investments, including annuities, IRAs, mutual funds, and bonds. One of the firm's partners, Alexandra Daniels Durham, is also a CFP who previously served as an ambassador for the Kokomo/Howard County Chamber of Commerce.

  • Certified Financial Planner (CFP)

3500 DePauw Boulevard Suite 1035 Pyramid One, Third Floor, Indianapolis, IN 46268
WebsiteLicense: 121978

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Worley Erhart-Graves Financial Advisors is an independent firm that caters to customers in Lafayette and the surrounding communities. It offers financial planning services, helping individuals build a secure financial future. Its plans encompass various fiscal areas, such as estate and retirement planning, insurance, investments, and tax strategies. Its process involves identifying the clients' financial challenges and goals, researching options, and developing personalized action plans. Juli Erhart-Graves, the firm's president, holds a Certified Financial Planner designation.

  • Certified Financial Planner (CFP)

250 Main Street, Suite 530, Lafayette, IN 47901
WebsiteLicense: 4227218

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Why choose this provider?

Pathway Advisory Group is staffed by veteran financial advisors who serve individuals, families, and small businesses in Lafayette and the neighboring communities. The firm caters to clients who are already retired, saving for retirement, making education plans for their children, or mapping out their legacies by developing customized, tax-efficient wealth management strategies and periodically aligning them to fit clients' current situations. Pathway Advisory Group is affiliated with Stifel, Nicolaus & Company, Inc., a full-service securities brokerage, investment banking, trading, and investment advisory firm.

  • Certified Financial Planner (CFP)

2713 Rockford Lane, Kokomo, IN 46902
WebsiteLicense: 14143

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Sycamore Financial Group is an independent firm that helps Lafayette residents with managing their money. It provides financial planning services that involve debt reduction, cash flow analysis, investing, and estate planning. Its analysts assist clients in every step of the planning process, from assessment and strategy development to progress monitoring and plan adjustment. The firm was established in 1983 and is a member of the SIPC. It is also affiliated with Morning Star Investment Research Center and Folio Institutional.

  • Certified Financial Planner (CFP)

3526 Osborne Lane, Suite B, Lafayette, IN 47909

Expertise.com Rating

Why choose this provider?

Schamber Group is an independent financial services organization that serves individuals and families in Lafayette and the surrounding communities. Its financial advisors assist private individuals approaching or in retirement in maximizing their income through a tailored retirement plan that includes investment policy statements, investment selection, and fiduciary or regulatory review. Elaine Schamber, the company's founder, has been in the financial field for nearly 20 years and is a Certified Financial Planner and Accredited Investment Fiduciary Analyst.

  • Certified Financial Planner (CFP)

415 Columbia St, Lafayette, IN 47901

Expertise.com Rating

Why choose this provider?

Financial Enhancement Group, LLC, is a fiduciary firm that serves individuals and families in Lafayette and neighboring communities. Its financial advisory solutions include tax strategies, retirement planning, investment playbook design, risk management and life coverage, and legacy strategies. The company provides quarterly comprehensive reporting and hosts biannual dinners for clients to update them on market shifts and changes implemented by the IRS and Congress. Managing partner Joseph A. Clark has been in the industry for 29 years and is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

635 S. Earl Ave. Suite C, Lafayette, IN 47904

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Why choose this provider?

Oak Partners Inc. is a wealth and retirement planning firm that lists Lafayette as one of its service areas. It provides financial services such as investment management, capital preservation, and asset allocation to financially established families, businesses, and individuals. The firm's team of advisors creates investment portfolios, develops financial roadmaps, and assesses clients' situations, goals, and needs. Oak Partners has been in business since 1993 and gives back to the community by supporting Habitat for Humanity and the Methodist Hospitals Foundation.

  • Retirement Planning
  • Private Wealth Advisor

3500 Depauw Blvd, Indianapolis, IN 46268
WebsiteLicense: 293852

Expertise.com Rating

Review Sources

Facebook
4.5 (641)

Why choose this provider?

Vincere offers financial planning and advisory solutions in Lafayette. Its clientele includes individuals in industries like dentistry, veterinary, cryptocurrency, and real estate. Its team members provide annual planning calendars that show the actions individuals need to accomplish to meet their goals. They assist in choosing stock options and building SRI and ESG portfolios. Senior wealth manager Travis Buck, who has designations as AAMS and AWMA, worked for over five years in a Fortune 500 company where he advised clients in organizing their finances.

  • Certified Financial Planner (CFP)

300 Main St. Suite 401, Lafayette, IN 47901
WebsiteLicense: 5270270

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Turquoise Wealth Management offers financial services to individuals, families, and business entities in Lafayette and the surrounding areas. The company conducts an assessment of the client's goals, risk tolerance, and assets in order to work on a plan that evaluates the different scenarios that the client wants to achieve. It also shares recommendations on investment solutions and helps with the implementation of strategies. Founder Jessica Rebmann has previously worked on project management and engineering roles at NASA.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

11622 North Michigan Road Suite 100, Zionsville, IN 46077
WebsiteLicense: 421

Expertise.com Rating

Why choose this provider?

Engage Financial Group serves individuals, families, and businesses in the Lafayette area. It helps them secure their financial goals by providing financial, retirement, education, and estate planning services. Its team works closely with clients in understanding their objectives and evaluating their current conditions before creating a plan tailored to their needs. It also coaches them about managing their investments, which include bonds, mutual funds, annuities, and IRA plans. One of the firm's investment adviser representatives, Michael Dickerson, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Retirement Planning

11939 N Meridian St Suite 225, Carmel, IN 46032
WebsiteLicense: 130753

Expertise.com Rating

Review Sources

Facebook
5.0 (11)

Why choose this provider?

Four Quadrants is a financial advisory firm that specializes in helping dental practitioners in Lafayette. It assists them in improving the financial aspects of their practice through services such as financial planning, business consulting, investing, and tax guidance. Its analysts—led by COO and MBA Brogan Baxter—conduct financial assessments, develop strategies, implement action plans, and monitor results. The firm also holds seminars like The Business Side of Dentistry, an AGD-approved continuing education curriculum for the dental industry.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Summit Financial Group of Indiana
310 Ferry Street, Lafayette, IN 47901
Clarify Wealth Management
2925 Union St, Lafayette, IN 47904
Valeo
10 West Carmel Drive Suite 400, Carmel, IN 46032
OneMidwest Financial Partners
1980 East 116th Street Suite 210, Carmel, IN 46032
Cornerstone Financial
2020 Union Street Suite 400, Lafayette, IN 47904
Daniels, Alexander & Daniels Freedom Financial Group, Inc.
325 N. Main St., Kokomo, IN 46901
Worley Erhart-Graves Financial Advisors
3500 DePauw Boulevard Suite 1035 Pyramid One, Third Floor, Indianapolis, IN 46268
Pathway Advisory Group
250 Main Street, Suite 530, Lafayette, IN 47901
Sycamore Financial Group
2713 Rockford Lane, Kokomo, IN 46902
Schamber Group
3526 Osborne Lane, Suite B, Lafayette, IN 47909
Financial Enhancement Group, LLC
415 Columbia St, Lafayette, IN 47901
Oak Partners Inc.
635 S. Earl Ave. Suite C, Lafayette, IN 47904
Vincere
3500 Depauw Blvd, Indianapolis, IN 46268
Turquoise Wealth Management
300 Main St. Suite 401, Lafayette, IN 47901
Engage Financial Group
11622 North Michigan Road Suite 100, Zionsville, IN 46077
Four Quadrants
11939 N Meridian St Suite 225, Carmel, IN 46032

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.

  • How can Lafayette families with significant wealth avoid liquidity risks?

    To avoid liquidity risks, Lafayette families with significant wealth should manage investments that cannot be converted to cash quickly and employ industry best practices. They should also watch out for their spending needs and take into account currency considerations. Families must carefully fine-tune liquidity strategies, especially those with minimal spending ventures and multi-generational outlooks. Liquidity may come from portfolios during market hiccups, and this can be for rebalancing, capital funding, and growth opportunity investing.

  • Are broker-dealers in Lafayette required to submit audited financial reports to state authorities?

    Broker-dealers in Lafayette and throughout the state are required to submit audited financial reports when needed, but there are no requirements that reports have to be submitted yearly. Under state laws, broker-dealers doing business in the state must register with the Securities Division of the Indiana Secretary of State, as well as the Securities and Exchange Division, unless federal exemptions apply.

  • What are the ways to contribute to an INvestABLE Indiana account in Lafayette?

    Checks and Electronic Funds Transfers are some of the ways you can contribute to an INvestABLE Indiana account in Lafayette. There are also options such as recurring contributions or direct deposits from payroll. In addition, friends and family members can make a contribution using Ugift® by purchasing a Ugift code and entering it into UgiftABLE.com.

  • Can Lafayette investors self-represent themselves in dispute resolution proceedings before FINRA?

    Yes, Lafayette investors can self-represent themselves before FINRA in resolving disputes against brokerage firms. However, attorneys can provide guidance, assist with questioning witnesses, and present the case during hearings. For arbitration cases that do not usually require hearings, parties would have to submit paperwork to the arbitrator. FINRA usually recommends hiring an attorney because, most likely, brokerage firms would have one.

  • Should you convert a traditional IRA to a Roth IRA in Lafayette?

    The most significant advantage of converting a Roth IRA in Lafayette is tax-free withdrawals. It also does not require minimum distributions whereas the minimum distributions required in traditional IRAs would lead your income to a higher tax bracket. There are estate planning advantages and surviving spouse benefits as well. The disadvantage is the immediate tax payment once you convert, but there are options to delay taxes.

  • 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.