Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

6 Best Terre Haute Financial Advisors

Capital Planning Systems, Inc.

1190 East Canvasback Drive, Terre Haute, IN 47802

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Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

Capital Planning Systems, Inc., helps individuals in Terre Haute who want to invest to accumulate wealth, financially protect their families, or maintain their assets. It provides clients with peace of mind by charting a proven strategy for achieving their goals. The firm offers securities through CFD Investments and advisory services through Creative Financial Designs. Company President Gene Griffin has a CFP designation. He has been in the financial services industry for more than three decades.

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Cedar Wealth Partners

1340 Ohio Street, Terre Haute, IN 47807

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Certified Financial Planner (CFP)
Private Wealth Advisor
Retirement Planning

Cedar Wealth Partners caters to customers in the Terre Haute metro and the surrounding communities. It helps individuals achieve financial independence by offering planning services. Its process involves gathering the clients' necessary data and goals and analyzing and evaluating their current financial status. It also develops, presents, and implements plans suited to their situation. The company also provides investment management solutions. Ty Needler is the managing director of Cedar Wealth Partners and has been in the financial services industry since 2009. He holds the CFP and CCFS designations.

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Holden Wealth Management

631 N. Walnut Street, Bloomington, IN 47404

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Estate Planning
Tax Planning

Holden Wealth Management serves clients in and around Terre Haute. This firm helps business owners, working professionals, and retirees protect and grow their wealth. It offers financial planning services such as financial independence planning and projections, allocation, college and estate planning, and insurance needs assessment. It also provides investment management and life and disability income insurance. Jon R. Holden, the company's president, has nearly 60 years of experience in the financial services industry. He holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.

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Innovative Financial Solution

357 East Winslow Road, Terre Haute, IN 47401

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Certified Financial Planner (CFP)

Innovative Financial Solution caters to the residents of Terre Haute and the surrounding areas. It provides wealth management and advisory services to individuals, families, and business owners who want to grow and protect their assets. The firm's advisors have 40 years of combined experience in preparing financial plans parallel to clients' needs, objectives, and budgets. They curate and implement Social Security, estate, charitable, educational, tax, and investment plans. One of the firm's senior advisors, William R. Verhagen, is also a CPA.

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Structured Wealth Management

1326 East Davis Drive, Terre Haute, IN 47802

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Estate Planning
Retirement Planning
Tax Planning

Structured Wealth Management provides clients in Terre Haute with options involving retirement, investment, and tax planning. Its team collaborates with individuals, families, and businesses in discussing the risks and strategies associated with investment options like IRAs, bonds, and variable annuities. It also educates clients on matters concerning 401(k) and 403(b) plans, as well as profit sharing and money purchasing. One of the firm's advisors, David Collins, is a ChFC and CLU who also works with Cambridge Investment Research, Inc. as a registered representative.

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Wabash Capital

2901 Ohio Boulevard Suite 242, Terre Haute, IN 47803

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Private Wealth Advisor

Wabash Capital has been serving clients in various locations nationwide, including Terre Haute, since 1997. It assists individuals in building investment portfolios and planning generational wealth transfer. It also manages trusts, IRAs, and 401(k) and 403(b) retirement plans. The CEFEX-certified firm provides investment advisory and fiduciary compliance services to institutions such as private schools, churches, and not-for-profit organizations. It also caters to Spanish-speaking clients. President and co-founder Don Edwards is a member of the Indianapolis Society of Financial Analysts and the CFA Institute.

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Best Financial Advisors in Terre Haute

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Financial Advisors FAQs

Capital Planning Systems, Inc.

Cedar Wealth Partners

Holden Wealth Management

Innovative Financial Solution

Structured Wealth Management

Wabash Capital

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

Q: What experience should I look for in a financial advisor?

Q: Can my financial planner help with taxes?

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