Laurels
Best Financial
Advisors in
Indianapolis
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Indianapolis, IN.

ReviewedCuratedTop Picks20312920

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Bedel Financial Consulting

Bedel Financial Consulting is a registered investment adviser in Indianapolis that has been satisfying clients since 1989. The firm is a fee-only wealth management solutions provider, and the highly credentialed team includes members with Certified Financial Planner and Chartered Financial Analyst designations. Bedel Financial Consulting supports various community causes, including those of the American Heart Association, Humane Society of Indianapolis, and Indianapolis Museum of Art, and it shares informational videos and other useful resources through the company website.

Indianapolis, IN(317) 843-1358

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Brunette & Associates

Brunette & Associates is a securities, insurance, and financial planning firm in Indianapolis. The team members have more than eight decades of collective industry experience, and they help clients implement strategies on starting a college saving fund for kids, create retirement projections, and evaluating tax-sensitive investments. Brunette & Associates offers products through First Allied Securities.

Indianapolis, IN(317) 238-6582

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Capstone Wealth Advisors

Capstone Wealth Advisors is a provider of financial planning and asset protection services in Indianapolis. The firm offers a better approach to getting ready for an economically sound future, and the focus areas include cash flow, portfolio management, liability management, and tax. Capstone Wealth Advisors caters to physicians, business owners, and other client types, and it gives away copies of its exclusive report, Optimizing Portfolio Allocations for Retirement.

Indianapolis, IN(317) 577-8233

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Coffman Wealth Management

Coffman Wealth Management is a financial advisor in Indianapolis. The practice is a family-run establishment that shares the personal economic goals of the community, and it caters to professional practitioners, business owners, C-suite executives, and other client types. Coffman Wealth Management engages in college funding planning, retirement strategy design, insurance and annuity product sales, and similar work.

Indianapolis, IN(317) 888-6101

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Cornerstone Financial Advisors

Cornerstone Financial Advisors is a wealth management consultancy in Indianapolis that helps people and organizations with planning for a secure future. The firm guides clients through seasons of change and prepares them for eventualities, and the team consists of professionals, whose credentials appear in the Financial Industry Regulatory Authority’s BrokerCheck system. Cornerstone Financial Advisors has the license to sell securities through Kestra Investment Services.

Indianapolis, IN(317) 805-2345

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Deerfield Financial Advisors

Deerfield Financial Advisors is a provider of wealth management solutions in Indianapolis that has another office in Illinois. The company has been part of the industry for more than 30 years, and it is a fee-only establishment that does not sell securities and similar products to clients for a commission. Deerfield Financial Advisors holds a Certified Financial Planner designation, and it is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.

Indianapolis, IN(317) 469-2455

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FSA Advisors

FSA Advisors is a group of financial planners in Indianapolis. The team has more than 75 years of combined industry experience, and their track record appears in the Financial Industry Regulatory Authority’s BrokerCheck platform. FSA Advisors has the license to sell insurance in Indiana and six other states, and it helps clients with their personal finance concerns, such as money budgeting, lifestyle, investment, retirement, estate, and tax.

Indianapolis, IN(317) 243-8016

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Halter Ferguson Financial

Halter Ferguson Financial is an asset protection and wealth management consultancy in Indianapolis. The team inspires individuals and families “to make smart choices about money,” and the focus areas include income, investment, and retirement. Halter Ferguson Financial has been satisfying clients since 1986, and its website features interesting informational videos, insightful articles, and important disclosures and disclaimers.

Indianapolis, IN(317) 875-0202

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Highsmith Financial Planning

Highsmith Financial Planning is an independent wealth protection and investment management advisor in Brownsburg. The company is a fee-only establishment that does not sell securities and other products to earn a commission, and it offers hourly and as-needed consultation options. Highsmith Financial Planning adheres to the industry’s ethical standards, and the owner is a Certified Financial Planner with more than 25 years of professional experience.

Brownsburg, IN(317) 340-4844

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Hoover Financial Advisors

Hoover Financial Advisors is a wealth management practice in Indianapolis. The firm customizes the plans by first listening to each client’s goals and specifications, and the team provides objective counsel on securing the future based on current factors. Hoover Financial Advisors has been satisfying customers for more than 15 years, and it has the license to sell securities.

Indianapolis, IN(317) 871-8578

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Marian Financial Partners

Marian Financial Partners is a registered investment adviser in Greenwood. The firm uses the proactive coaching approach, which the team believes is more effective than simply spoonfeeding clients with plans, and it serves individuals who seek an economically stable life after retirement. Marian Financial Partners shares a wealth of free, insightful resources through its website, and it gives away copies of its eBook, Investor Awareness Guide.

Greenwood, IN(888) 838-1240

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Nash & Associates

Nash & Associates is one of the most trusted financial advisors and retirement planners in Indianapolis. The firm helps individuals devise and implement strategies toward the future they want and deserve, and the team provides unbiased, comprehensive recommendations that perfectly fit each client’s goals and requirements. Nash & Associates offers a range of services, including 401k design and education funding analysis, and it sells securities through Cambridge Investment Research.

Indianapolis, IN(317) 407-7678

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Oaktree Financial Advisors

Oaktree Financial Advisors is an independent wealth management consultancy in Carmel. The company provides a confidential, respectful, and nurturing environment that encourages sound planning for the future, and the team consists of seasoned professionals, whose credentials can be verified through the Financial Industry Regulatory Authority’s BrokerCheck platform. Oaktree Financial Advisors gives a free introductory consultation.

Carmel, IN(317) 818-1631

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Piedmont Financial Advisors

Piedmont Financial Advisors is a fee-only wealth management consultancy in Indianapolis. The firm takes a holistic approach to mapping the clients’ financial future, and it offers only customized and objective. Piedmont Financial Advisors has an affiliation with the National Association of Personal Financial Advisors and Alliance of Comprehensive Planners, and the owner holds a Certified Financial Planner designation.

Indianapolis, IN(317) 287-0575

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Spectrum Management Group

Spectrum Management Group is a financial advisor in Indianapolis that assists clients with their wealth creation and preservation needs. The founding partners are certified public accountants who understand “the interconnection of income tax, estate tax, cash flow management, and investment theory,” and the team includes seasoned professionals who hold Certified Financial Planner, Chartered Market Technician, Accredited Investment Fiduciary, and other industry designations. Spectrum Management Group has been serving individuals and families for more than 20 years.

Indianapolis, IN(317) 663-5600

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Storen Financial

Storen Financial is a wealth management practice in Brownsburg. The team consists of members with industry certifications and years of combined experience, and the focus areas include tax preparation, accounting, bookkeeping, small business consulting, and financial planning. Storen Financial encourages clients to check their fiduciaries’ and investment advisors’ credentials with the Financial Industry Regulatory Authority’s BrokerCheck system.

Brownsburg, IN(317) 852-7000

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Strategic Financial Planning

Strategic Financial Planning is an asset protection and wealth management practice in Indianapolis. The firm offers “an extraordinary level of personalized service,” and it caters to clients throughout Indiana and 15 other states. Strategic Financial Planning shares free resources, including calculators, flipbooks, and videos, through the company website.

Indianapolis, IN(317) 377-0540

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Valeo Financial Advisors

Valeo Financial Advisors is a wealth management firm in Indianapolis. The company is a fiduciary that puts clients’ interests ahead of its own, and it serves individuals and institutions in 38 states. Valeo Financial Advisors has a transparent fee schedule, and its website features insightful resources, including disclaimers.

Indianapolis, IN(888) 488-2536

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WealthPoint Advisors

WealthPoint Advisors is a fee-only registered investment adviser in Indianapolis. The company offers unbiased counsel, and it provides customized solutions to people and organizations seeking economic security and stability. WealthPoint Advisors is a member of the American Institute of Certified Public Accountants, and Financial Planning Association, and it holds a Certified Financial Planner designation.

Indianapolis, IN(317) 818-1040

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Wise Financial

Wise Financial is a member of Northwestern Mutual and is one of the most trusted financial advisors and wealth management firms in Indianapolis. The firm has been satisfying clients since 1999, and it devotes its professional resources to helping individuals, couples, and entire families to plan for an economically sound future. Wise Financial offers valuable information through its website, and its team members’ credentials can be viewed through the Financial Industry Regulatory Authority’s BrokerCheck system.

Indianapolis, IN(317) 818-2654

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