Best Financial Advisors in Lafayette 2022
We scored 33 Financial Advisors in Lafayette and Picked the Top 17
Here are the Picks:
AEL Wealth Management
Clarify Wealth Management
Cornerstone Financial
Daniels, Alexander & Daniels Freedom Financial Group, Inc.
Engage Financial Group
Financial Enhancement Group, LLC
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Four Quadrants
Oak Partners Inc.
OneMidwest Financial Partners
Pathway Advisory Group
Schamber Group
Sycamore Financial Group
The Summit Financial Group of Indiana
Turquoise Wealth Management
Valeo
Vincere
Worley Erhart-Graves Financial Advisors
AEL Wealth Management
AEL Wealth Management is an advisory firm that caters to clients in Lafayette. It offers financial planning services for new or veteran teachers. Its solutions involve planning for retirement, tackling debt, saving, and protecting clients' loved ones. The company consults the clients to determine their situation, address their concerns, and create a strategy based on their needs. The company has been featured in Forbes, CNBC, CNN Money, and U.S. News. The company is also a member of the NAPFA.
Clarify Wealth Management
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).
Cornerstone Financial
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.
Daniels, Alexander & Daniels Freedom Financial Group, Inc.
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.
Engage Financial Group
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.
Financial Enhancement Group, LLC
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.
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Four Quadrants
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.
Oak Partners Inc.
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.
OneMidwest Financial Partners
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.
Pathway Advisory Group
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.
Schamber Group
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.
Sycamore Financial Group
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.
The Summit Financial Group of Indiana
The Summit Financial Group of Indiana is an advisory firm that serves the residents of Lafayette. Its financial professionals work with clients seeking advice and assistance in goal setting, risk management, retirement planning, and investment planning. Their diverse clientele includes entrepreneurs, teachers, medical professionals, and agricultural clients. They create individualized strategies and plans tailored to meet clients' specific goals. Jon McCardle, the president, led the firm from 2002 to 2008 before purchasing the entire practice.
Turquoise Wealth Management
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.
Valeo
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.
Vincere
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.
Worley Erhart-Graves Financial Advisors
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.