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Best Financial Advisors in Fishers

2024

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Website
9340 Priority Way West Drive, Indianapolis, IN 46240
  • Wealth Management
  • Non-Profit Organizations
  • Family Office Resources
  • Retirement Planning

Why choose this provider?

Cooke Financial Group, founded in 1969, is renowned for providing client-focused investment advice through market cycles. Based in Indianapolis, the firm's wealth advisors are consistently recognized as some of the best in the state and country for their comprehensive financial planning, retirement planning, and wealth management services. They serve the Fishers area, offering professional investment and wealth management consulting for individuals and their families. Cooke Financial Group also helps nonprofit organizations and corporations achieve their long-term financial objectives.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Fishers, IN
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Formed in 1999, Avalon Wealth Advisory guides clients in Fishers and nearby areas in making financial decisions. It provides financial planning services in the areas of investment management, retirement readiness, business succession, insurance, and estate planning. The firm also helps people develop and implement financial plans after a divorce, death, or remarriage. Jeffrey A. Moheban, Avalon's president and founder, is a Certified Financial Planner. He works with high-net-worth families, entrepreneurs, physicians, and senior executives.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5825 North Post Road, Indianapolis, IN 46216
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Beck Financial Strategies serves clients in Fishers and the surrounding communities. It helps individuals achieve financial independence by providing them with educational programs and financial and investment planning services. Nancy L. Beck, the founder and president of the company, earned the CFP designation and is associated with the Financial Planning Association, the Society of Human Resource Management, and the National Association of Women Business Owners. She also authored the book "The Art of the Plan."

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3105 East 98th Street Suite 170, Indianapolis, IN 46280
  • Certified Financial Planner (CFP)

Why choose this provider?

Market Street Wealth Management Advisors assists clients in Fishers in creating personalized financial plans based on their lifestyle and future goals. The firm holds consultation for wealth and investment management, where its advisors help clients create financial plan roadmaps and investment strategies and partner with them in monitoring and evaluating changes. Additionally, it conducts a Foundations program for young professionals. Market Street Wealth Management Advisors is headed by Kevin Ervin, a Certified Public Accountant and Certified Financial Planner.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
571 Monon Trail, Suite 400, Carmel, IN 46032
  • Certified Financial Planner (CFP)

Why choose this provider?

ProCourse Fiduciary Advisors serves individuals and businesses on Fishers and the surrounding communities. It offers financial wellbeing programs focusing on clients' objectives and goals to help them understand their employees' retirement plans, student loan funds, and family support expenses. It also analyzes, reviews, and develops financial strategies to assist clients in meeting their investment needs. The company's co-founder, Doug Prince, is a member of the American Institute of Certified Public Accountants. He also holds the AIFA designation.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
11595 North Meridian Street Suite #300, Carmel, IN 46032
  • Certified Financial Planner (CFP)

Why choose this provider?

Comprehensive Retirement Solutions is an advisory firm that helps people in Fishers take care of themselves and their families. The firm provides investment management services geared towards reaching financial goals through its financial planning services involving retirement, college planning, and disability. With over 45 years of collective experience, its professionals also assist clients in tax planning. Michael Fields, its owner, is a Certified Financial Planner. He also served as president of the Financial Planning Association of Greater Indiana in 2006.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8940 River Crossing Boulevard Suite 120, Indianapolis, IN 46240
  • Estate Planning

Why choose this provider?

Bedel Financial is a fiduciary wealth management firm that has been serving customers of all ages in Fishers and the surrounding communities since 1989. Its team of financial advisors holds Certified Financial Planner and Chartered Financial Analysts designations, and they actively manage more than $1 billion worth of investable assets. They provide comprehensive wealth management, retirement planning, multi-generational planning, and young professional planning services. Bedel Financial is part of CNBC's 2021 Top 100 Financial Advisory Firms.

Reputation:

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.
5.0
Google
5.0 / 5 (27)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10150 Lantern Road Suite 150, Fishers, IN 46037
  • Financial Planning

Why choose this provider?

Strategic Planning Group, Inc., is an independent financial advisory firm that serves clients in Fishers and nearby areas. The company assists individuals and business owners in protecting, expanding, and transferring their monetary assets. Its financial advisors specialize in comprehensive financial planning, college education planning, retirement income planning, estate planning, and business retirement planning. John Wood, the firm's current president and a Chartered Financial Consultant, has been working in the financial services industry for more than three decades.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
13080 Grand Blvd, Ste 130, Carmel, IN 46032
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 1986, Halter Fergurson Financial provides clients in Fisher with financial planning and wealth management advice. The company employs a custom financial blueprint designed to walk clients through their financial journey; this five-meeting structure includes discovery, design, implementation, tailoring, and follow through and support. Its financial planning professional, Tiffany White, is a Certified Financial Planner with a Bachelor's degree in Economics. She has been a member of the Financial Planning Association since 2012.

Reputation:

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.
5.0
Google
5.0 / 5 (52)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3815 River Crossing Pkwy, Suite 100, Indianapolis, In 46240
  • Finance Planning
  • Financial Planning

Why choose this provider?

Panoramic Financial Planning is a fiduciary firm that offers services to clients in Fishers. The firm aims to provide complete and transparent advice through comprehensive financial management, tax planning, wealth management, and integrated services that combine the three. It caters to individuals who are just starting out in their careers, raising their families, and getting ready to retire. It is a member of the National Association of Personal Financial Advisors, the XY Planning Network, and the Financial Planning Association.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
10100 Lantern Road, Suite 200, Fishers, IN 46037
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

Why choose this provider?

Lantern Global Advisors is an independent firm that serves clients in Fishers. It offers tailored wealth management solutions to individuals, families, retirees, and organizations. The firm's financial advisors assist clients with financial planning, retirement planning, charitable giving, risk management, and estate planning. They are also equipped to handle investment portfolios and help clients understand strategies to protect and improve their wealth. One of the firm's financial advisors, Henry Hernandez, can accommodate clients who speak Spanish.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
11650 Lantern Road Suite 207, Fishers, IN 46038
  • Financial Planning

Why choose this provider?

Located in Fishers, Brightstone Advisors LLP caters to clients throughout the metro. It offers a wide range of financial services, including cash flow analysis, retirement planning, risk mitigation analysis, and wealth transfer planning. The company also prepares income tax documents for individuals and businesses. It conducts needs analyses to build custom investment portfolios for its clients. The company has been operating for over three decades and has partnered with firms like TD Ameritrade to provide electronic trading platforms for individuals.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
11413 Lantern Road, Fishers, IN 46038
  • Certified Financial Planner (CFP)

Why choose this provider?

Knepp Financial Group has been serving clients in Fishers since 2010. The company primarily handles retirement planning, which covers making long-term investments that can cover living expenses after leaving the workforce. Its team also handles fixed index annuities that offer a reasonable return while keeping the principal safe. Clients can get estate planning services like drafting wills and setting up trusts. Company president Jon-Jon Knepp has over 15 years of experience as an insurance agent and financial professional.

Reputation:

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.
4.7
Google
4.6 / 5 (14)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
8801 River Crossing Boulevard Suite 100, Indianapolis, IN 46240
  • Certified Financial Planner (CFP)

Why choose this provider?

Sheaff Brock has been providing financial advice to investors in Fishers and the surrounding areas for over 20 years. It is an independent investment management firm specializing in handling portfolios of high-net-worth individuals. Its services include financial planning and wealth management. It also offers strategic investment solutions to institutions like banks, foundations, corporations, and public funds. Managing director and chief investment officer David S. Gilreath has been a Certified Financial Planner since 1984.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
600 E Carmel Drive Suite 269, Carmel, IN 46032
  • Business Formation

Why choose this provider?

Integrity Wealthy Advisors offers risk management solutions in the Fishers metro and nearby areas. It caters to young families, engineers, and rehabilitation specialists who need financial planning assistance. The company conducts discovery meetings to determine clients' financial needs and goals. Its financial advisors also deal with retirement and investment planning, social security optimization, and cash flow and insurance analysis. Integrity Wealthy Advisors is a member of the FINRA. Its owner and president, William Vail, is an AAMS and a RICP.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9998 Crosspoint Blvd Ste 100, Indianapolis, IN 46256
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2013, Polackin Wealth Management has been advising clients throughout Fishers. It works with global financial services firm Raymond James to offer various solutions for its clients, like financial planning. The company develops a personalized plan that incorporates the individual's retirement and education goals. It also provides consulting services for corporations. Todd Polackin, the company's namesake, once worked as a personal banker for the investment firm JPMorgan Chase. He has over a decade of industry experience.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
900 East 96th Street, Suite 300, Indianapolis, IN 46240
  • Financial Planning
  • Custom Financial Planning

Why choose this provider?

Westpoint Financial Group is a financial services firm that has been serving Fishers and the surrounding metros since 1948. With over 450 associate financial professionals, the group has served more than 200,000 clients, including families, businesses, and members of the agriculture industry. Westpoint employs a four-step process in helping clients deal with their financial problems -- this starts with analysis, followed by recommendation and implementation, and ends with a review. Greg McRoberts, a managing partner at the firm, is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC).

Reputation:

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.
4.5
Google
4.5 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Frequently Asked Questions

  • 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.

  • What documents should you bring to your first meeting with a financial advisor in Fishers?

    When meeting a financial advisor in Fishers for the first time, it's essential to bring specific documents. These include personal identification, proof of income, debt-related paperwork, savings and investment account statements, and other relevant financial documents. These documents will help the advisor understand your financial situation, income sources, debt obligations, and savings goals, enabling them to create a personalized financial plan that meets your needs effectively.

  • What mortgage options are ideal for first-time homebuyers in Fishers?

    The ideal mortgage options for first-time homebuyers in Fishers include FHA loans, which require a lower down payment and have flexible credit requirements, VA loans for veterans with no down payment, USDA loans offering 100% financing for low to moderate-income buyers, conventional loans with potentially lower interest rates, and local down payment assistance programs. Prospective buyers should research and compare these options to find the best fit for their needs.

  • How much return is expected for a real estate investment in Fishers?

    The real estate market in Fishers is expected to see a long-term increase in housing prices, with the average home price predicted to reach $351,160 by 2028, offering a potential 23.31% return for a five-year investment. The current Fishers housing market is highly competitive, with the average house price at $415K, up 1.2% from the previous year. However, real estate investments involve risks, so seeking advice from a financial advisor is recommended to develop a suitable investment strategy.

  • What is the potential cost of long-term care planning in Fishers?

    The potential cost of long-term care planning in Fishers can depend on the type of care needed and the facility chosen. For nursing home care in Fishers, costs range from approximately $210 to $450 per day, with an average of $267 per day, resulting in an annual cost of around $97,455. It's important to research and compare different long-term care options and costs to find the best fit for your needs and budget.

  • How much should you aim to save in an emergency fund while living in Fishers?

    To be financially prepared while living in Fishers, aim to save at least three to six months' worth of essential expenses in an emergency fund, covering unexpected costs like car repairs or medical bills. Fund your emergency savings account regularly through automatic transfers from your checking account. Consider personal circumstances; stable jobs may require less than three months' expenses, while high-risk or self-employment may need more than six months' expenses. Keep the emergency fund separate to avoid non-emergency use.

  • 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.