Best Financial Advisors in Fishers

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.

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."

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).