The Best Financial Advisors in Indianapolis

Here is our List of the 10 Indianapolis Financial Advisor
Bedel Financial Consulting

YOU FOCUS ON YOUR FUTURE. WE’LL FOCUS ON YOUR FINANCES. Fee-only, comprehensive wealth management for all generations. The Bedel Barometer was developed in 2009 to provide a measure of the overall health of the U.S. economy. To do this, we identified 7 key areas that have historically been strong indicators as to the strength of our economy. Using a score of either positive, negative or neutral, we assign a value to each of these and are able to combine the results and reflect the overall measure that you see today.

Your financial success comes first. From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first. As a Fiduciary, we’ve held ourselves to the highest standard of care since the firm was established. Our client-first approach is built on transparency and trust—no commissions, no products to sell, no conflicts of interest. Just confidence and peace of mind, so you can focus on the moments.

Process

  • Interview Us
  • Getting to Know You
  • Agreement Letter
  • Let’s Get Planning!
  • Active Monitoring & Management
  • Six Month Review Meeting

Services

  • COMPREHENSIVE WEALTH MANAGEMENT
  • MULTI-GENERATIONAL PLANNING
  • RETIREMENT PLANNING
  • YOUNG AFFLUENT PROFESSIONALS
8940 River Crossing Boulevard Suite 120 Indianapolis, Indiana 46240
Brunette & Associates

At Brunette & Associates, we strive to reach our client’s goals by fostering relationships that are founded on trust and transparency. We devote our time to developing financial plans that are aligned with your life, not ours.

Brunette & Associates, LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years’ experience in the field, we have continued to build and grow our business by partnering with our clients. We work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

Services

  • Financial Planning
    Brunette & Associates takes a comprehensive approach to the financial planning process.
  • Portfolio Advisory Services
    Strategic portfolio research and asset management by dedicated advisors with transparent fees and portfolios.
  • Business Retirement Planning
    We offer dedicated fiduciary and advisory services for 401(k), Cash Balance and Non-Qualified Retirement Plans.
500 East Ohio Street Suite 200 Indianapolis, IN 46204
Capstone Wealth Advisors

At Capstone Wealth Advisors, we do things a little differently. Maybe it’s because we’re Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families.

Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we’ve nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals

Trusted Partner

We are committed to put your interests before our own. To accomplish this, we will take the time to learn about you, how you want to live your life, and how your finances should support your ambitions – for you, your family, and your community.

Innovative Solutions

When your goals require original thinking and creative solutions, we are not afraid to think outside the box and have the expertise to fully address each unique aspect of your circumstances.

A Better Approach

Achieving your goals is a process, and you’ve worked hard to get where you are today, but even small missteps and omissions can become wealth-destroying errors. With the reassurance that we are working every day to anticipate the unexpected, you have the freedom to enjoy living your life today.

Services

  • Wealth Advisory
  • Financial Planning
  • Business Owners
  • Physicians
  • Medical Practices
  • Retirees
5875 Castle Creek Parkway, Suite 290 Indianapolis, IN 46250
Coffman Wealth Management

We are independent financial advisors committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We are an independent financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Services

  • College Funding
  • Investment management
  • Retirement strategies
  • Insurance and annuity products
Indianapolis, IN 46227
Cornerstone Financial Advisors

At Cornerstone Financial Advisors, Inc. our mission is to help guide you, as our client, toward your long-term financial goals through sound fundamental investment principles. Our belief is that success is achieved most often when one excels at the fundamentals over a long period of time. Holding this truth as a core principle in financial planning, we apply it to every client we serve.

  • Our Process
    We create strategies that are tailored to your needs and goals.
  • Our History
    Years of experience have prepared us to guide you through your life transitions.

Cornerstone Financial Advisor, Inc. was founded by a team of experienced professionals with the goal of assisting clients like you toward your long-term financial dreams through sound fundamental investment strategies.

Services

INVESTMENTS

  • Managed Accounts
  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Real Estate Investment Trusts (REITS)
  • IRA’s
  • 529 College Savings Programs

FINANCIAL PLANNING

  • Retirement Plan Accumulations
  • Retirement Plan Distributions/Rollovers
  • College Planning
  • Estate Planning

INSURANCE

  • Disability Income
  • Life Insurance
  • Long Term Care

TAX PLANNING

  • Tax Planning
9000 Keystone Crossing Suite 110 Indianapolis, IN 46240
Deerfield Financial Advisors

Whether you are focused on securing your family’s financial independence or aspire to meaningfully enrich the lives of others in your community or beyond, we know how to help. Focusing your wealth on your most worthwhile causes is what we call wealthwhile planning.

DISCOVER & MODEL
Discover your wealth while, comprehensively model your net worth, and create a framework for effective decision making

PROACTIVELY GUIDE
Strategically deploy offensive strategies like cash management, savings plans, and customized investment portfolios and defensive strategies in the areas of income tax planning, insurance, and estate planning.

OPTIMIZE
Provide ongoing monitoring and reporting, so you can spend your time and mental energy pursuing your wealthwhile passions.

  • Currently trusted by more than 200 families with a range of net worth from under $1 million to over $50 million.
  • Create a holistic portfolio strategy integrating all of your accounts, including your company retirement plans
  • Design income generation strategies for whatever comes next in your life
  • Collaborate with your accountant, banker, and estate attorney on tax minimization, debt optimization, estate, wealth transfer, and charitable giving strategies
  • Facilitate exit planning, succession, and transition strategies for closely-held business owners
  • Proactively prioritize your financial action item
8440 Woodfield Crossing Blvd, Suite 360 Indianapolis, IN 46240
FSA Advisors

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Riskalyze
Have you ever wondered if your portfolio accurately reflects your risk tolerance?

Connections
We are partners with a national team of wealth management professionals. These individuals are notable for their experience and reputation, which means we can provide you access to knowledgeable specialists all working together to maximize your planning opportunities!

FSA Cares
At FSA Advisors, we value our community partners and organizations. See how we get involved to help shape our community

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Estate Planning
5348 West Vermont Street Suite 100 Indianapolis, IN 46224
Halter Ferguson Financial

Saving and growing your money is more complicated and nerve-wracking than ever. And you must get it right because there is no reset button when money mistakes are made. After all, most people can only afford to retire once.

We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple.

FINANCIAL PLANNING

A financial planner helps you move from confusion to clarity in terms of your finances. We can help you get clear on your current financial circumstances as well as your future financial goals. In this critical financial planning phase, we help you map out a clear path toward your goals and bring order to your financial life.

  • The Financial Framework
    How clear are you about your current financial circumstances and your future financial goals?
  • Custom Financial Blueprint
    How confident are you that life’s events will not jeopardize your financial future?
  • Periodic Wealth Check-Up
    When was the last time you re-examined your complete financial picture?
  • Personalized Risk Assessment
    Do you know the significant risks that could derail your finances?
  • Personal Financial Website
    Do you know where all your money goes?
  • Future Proofing Tactics
    How well are you protected for your short-term and long-term financial future?
  • Alignment
    How tailored are your assets and investments to your fears, dreams, and reality?
  • Wealth By Multiplication
    How satisfied are you with the growth of your assets and investments?
  • Our Fiduciary Promise
    Are your assets and investments getting the respect and care they deserve?
Halter Ferguson Financial 7702 Woodland Dr Ste 150 Indianapolis, IN 46278
Highsmith Financial Planning

Financial Planning and Registered Investment Advisory Firm Providing Independent, Fee-Only, Advice You Can Trust. Highsmith Financial Planning LLC is committed to Keeping You On the Right Course.

Independent financial planning services and investment advice – for people ready to realize their financial goals. Whatever your age or stage, Highsmith Financial Planning is Keeping You on the Right Course.

Ensuring accessibility and ethical standards, HFP adheres to the following practices:

  • Hourly, as-needed basis help
  • No minimums of any kind –
  • income, assets or net worth
  • Fee-Only. No product sales, referral fees, or commissions.
  • Independent Advice, no conflicts of interests.
  • No Minimums of Any Kind
  • Fee-Only means we work for YOU!
  • Hourly, As-Needed Financial Advice

Services

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending
  • Plan College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
124 E. Northfield Drive, Ste. F, #103 Brownsburg, IN 46112 USA
Hoover Financial Advisors

Hoover Financial Advisors offers objective financial planning advice to our investment management clients who include individuals, families and small business owners.

Hoover Financial Advisors is a Registered Investment Advisor (RIA), registered with the State of Indiana and the SEC to provide financial planning and investment services on a fee-only basis.

Services

  • Financial Planning
    Objective planning advice can address the following issues:
  • General Planning
    Net worth statement; Cash flow analysis; Objective review of work benefits (stock options, pensions, insurance, etc.) and all personal life and disability insurance policies.
  • Family Planning
    College and private school planning; Planning for weddings and other personal family goals; Planning for elderly family members, disability and divorce.
  • Retirement Planning
    Retirement needs modeling for selected retirement ages and rates of return; Restructuring of assets to support retirement needs; IRA minimum required distribution (MRD) tax planning; Education on Medicare, Medicaid and long term care.
  • Business Owner & Executive Planning
    Business succession planning; Executive compensation planning, such as stock option review; Coordination of business valuation (conducted by third party firm); Buy-Sell agreement review; Employee benefits review.
  • Investment Planning
    Review of all current investments and their benchmarked results against their peers; Review of your asset allocation; Education on your choices for investment types, account options and their costs.
  • Estate Planning
    Will and trust design strategies; Property ownership alternatives; Estate tax reduction techniques; Qualified plan distribution; Family gifting strategies; Charitable planning; Inherited IRA tax planning.

 

3500 DePauw Blvd, Suite 1031 Indianapolis, IN 46268

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria