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Best Financial Advisors in Lafayette

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Lafayette, IN

Business Description

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.

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: Free booking service | Call 848.Book.Pro!

Clarify Wealth Management logo

License Verified:

License: 172355

Investment Adviser Public Disclosure Database, SEC

Clarify Wealth Management

2925 Union St, Lafayette, IN 47904
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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).

License Verified:

License: 172355

Investment Adviser Public Disclosure Database, SEC

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)
Facebook
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
Cornerstone Financial logo

Cornerstone Financial

2020 Union Street Suite 400, Lafayette, IN 47904
  • Certified Financial Planner (CFP)

Business Description

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.

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
Daniels, Alexander & Daniels Freedom Financial Group, Inc. logo
Visit WebsiteWebsite

License Verified:

License: 2191070

Investment Adviser Public Disclosure Database, SEC

Daniels, Alexander & Daniels Freedom Financial Group, Inc.

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325 N. Main St., Kokomo, IN 46901
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 2191070

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Engage Financial Group logo

License Verified:

License: 421

Investment Adviser Public Disclosure Database, SEC

Engage Financial Group

11622 North Michigan Road Suite 100, Zionsville, IN 46077
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 421

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Financial Enhancement Group, LLC logo
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Financial Enhancement Group, LLC

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415 Columbia St, Lafayette, IN 47901
  • Certified Financial Planner (CFP)

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Four Quadrants logo
Visit WebsiteWebsite

License Verified:

License: 130753

Investment Adviser Public Disclosure Database, SEC

Four Quadrants

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11939 N Meridian St Suite 225, Carmel, IN 46032
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 130753

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (11)
Oak Partners Inc. logo

Oak Partners Inc.

635 S. Earl Ave. Suite C, Lafayette, IN 47904
  • Retirement Planning
  • Private Wealth Advisor

Business Description

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.

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
OneMidwest Financial Partners logo
Visit WebsiteWebsite

License Verified:

License: 2048476

Investment Adviser Public Disclosure Database, SEC

OneMidwest Financial Partners

Visit WebsiteWebsite
1980 East 116th Street Suite 210, Carmel, IN 46032
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 2048476

Investment Adviser Public Disclosure Database, SEC

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)
Pathway Advisory Group logo
Visit WebsiteWebsite

License Verified:

License: 4227218

Investment Adviser Public Disclosure Database, SEC

Pathway Advisory Group

Visit WebsiteWebsite
250 Main Street, Suite 530, Lafayette, IN 47901
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 4227218

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Schamber Group logo
Visit WebsiteWebsite

Schamber Group

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3526 Osborne Lane, Suite B, Lafayette, IN 47909
  • Certified Financial Planner (CFP)

Business Description

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.

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
Summit Financial Group of Indiana logo
Visit WebsiteWebsite

License Verified:

License: 4369983

Investment Adviser Public Disclosure Database, SEC

Summit Financial Group of Indiana

Visit WebsiteWebsite
310 Ferry Street, Lafayette, IN 47901
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

License Verified:

License: 4369983

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sycamore Financial Group logo
Visit WebsiteWebsite

License Verified:

License: 14143

Investment Adviser Public Disclosure Database, SEC

Sycamore Financial Group

Visit WebsiteWebsite
2713 Rockford Lane, Kokomo, IN 46902
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 14143

Investment Adviser Public Disclosure Database, SEC

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
Turquoise Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 5270270

Investment Adviser Public Disclosure Database, SEC

Turquoise Wealth Management

Visit WebsiteWebsite
300 Main St. Suite 401, Lafayette, IN 47901
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

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.

License Verified:

License: 5270270

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (2)
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
Valeo logo

License Verified:

License: 127132

Investment Adviser Public Disclosure Database, SEC

Valeo

10 West Carmel Drive Suite 400, Carmel, IN 46032
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 127132

Investment Adviser Public Disclosure Database, SEC

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
Yelp
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
Vincere logo
Visit WebsiteWebsite

License Verified:

License: 293852

Investment Adviser Public Disclosure Database, SEC

Vincere

Visit WebsiteWebsite
3500 Depauw Blvd, Indianapolis, IN 46268
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 293852

Investment Adviser Public Disclosure Database, SEC

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.
4.6
Facebook
4.6 / 5 (246)
Worley Erhart-Graves Financial Advisors logo
Visit WebsiteWebsite

License Verified:

License: 121978

Investment Adviser Public Disclosure Database, SEC

Worley Erhart-Graves Financial Advisors

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3500 DePauw Boulevard Suite 1035 Pyramid One, Third Floor, Indianapolis, IN 46268
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 121978

Investment Adviser Public Disclosure Database, SEC

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