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Best Financial Advisors in Evansville

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20 NW First Street, Fifth Floor, Evansville, IN 47708
Evansville, IN 47708
  • Certified Financial Planner (CFP)

Since 1995, Donaldson Capital Management has been offering financial services to clients in Evansville. Its advisors help individuals with managing their wealth so that they can pay for short-term and long-term expenses. They also assist with planning for retirement with a stable income that can sustain needs, even after leaving the workforce. In addition, the firm helps companies with setting up foundations and charitable organizations. Founder and board chairman Greg Donaldson has more than 45 years of industry experience.

20 NW First Street, Fifth Floor, Evansville, IN 47708
Evansville, IN 47708

Website(812) 421-3211

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

1112 SE 1st St., Evansville, IN 47713
Evansville, IN 47713
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

New Horizons Financial Consultants serves individuals, families, therapists, and attorneys in Evansville. Its advisors pursue to know more about each client's financial situation, risk tolerance, goals, and concerns to develop cash flow management strategies. They create investment, retirement, tax, education, and insurance plans for clients to implement. In addition, they advise about managing finances during or after divorce. At the company's helm is Amy Bouchie, a Certified Financial Planner and a Certified Divorce Financial Analyst.

1112 SE 1st St., Evansville, IN 47713
Evansville, IN 47713

Website(812) 618-9050

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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