Financial Advisors in Indiana

Areas that I specialize in include 401k Rollovers, Medicare, Life, Long-Term Care, Health (Individual, Family, or Group), Cancer, Dental, Short-Term & Long-Term Disability, IRA's, Social Security Planning, Comprehensive College Planning, and Retirement Income Planning.

His professional registrations include a Series 65, as well as Life Insurance, Health Insurance, and Long-Term Care Insurance Licenses. He also has his National Social Security Advisor designation. He is the only financial advisor in Southern Indiana and Western Kentucky to have this designation, at this time. Ryan Foncannon is a fiduciary financial advisor, meaning he must always put his clients’ interests first. Brokers, on the other hand, are generally not held to the same rigorous standard.

S.W.A.N. Financial Solutions specializes in wealth management, investing, financial and retirement planning, insurance strategies, comprehensive college planning, and social security planning. All portfolios are designed for those who appreciate safe, secure investments and who want to reduce risk of moving backwards financially. We work with individuals who are searching for alternatives to the traditional buy and hold strategy that left investors at a deficit over the last 11 years. With the “buy and hold” methodology, investors may have no idea where they will be in 5, 10, 15, or even 20 years; therefore, this method rarely works for the majority of investors. How can you build wealth, if you are always trying to get back to where you were before the market went down? That is why we provide access to high quality, low risk private wealth managers, and is equipped to establish safe and secure accounts for our clients.

S.W.A.N. stands for "Sleep Well At Night". If you are in the market and trying to get back to where you were, how are you going to build wealth over the long-term? I can show you better solutions that allow you to build wealth and "Sleep Well At Night".... See More

Damian Dunn, CFP

Ian Boyce, BA, CFP
Founded in November of 2002, Dave Dickmeyer introduced his value oriented investment strategy to clients who were looking for an alternative to commission based relationships. Ian Boyce, a Certified Financial Planner™ practitioner, joined the firm as a full partner in February of 2004. Ian established our Comprehensive Financial Planning Services. Jeff Presley merged his Fee-Only practice with DBFM May 1, 2012. Jeff brings over 20 years of financial planning and wealth management experience. Jeff is a partner and also serves as the Chief Compliance Officer. Collectively, we have over 50 years of financial planning and wealth management experience.
We have no desire to be the biggest firm in town. Instead, we focus on providing our clients with excellent service and peace of mind. Our clients become like family, not just another portfolio that will get passed along to the next advisor. Clients receive regular communication and face to face meetings so that we may LISTEN and plan. Through close association with our clients, we come to know each other warmly - celebrating and mourning life's key moments.


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Jessica Bokhart, CFP
Your money is important.
It's the result of your blood, sweat, and tears. And it's your foundation for tomorrow. To protect and preserve your assets, you need a personalized plan based on you. Your lifestyle. Your needs. Your goals for the future.
At Market Street, our dedicated and experienced team works with you to deliver simple solutions to even your most complex financial challenges. We roll up our sleeves, break down the numbers, and offer clear, simple recommendations to help build and strengthen your financial future. It's that simple.... See More

Joseph Harowski, CFP
Smart Choice Financial Planning is a fee-only planning firm and a proud member of the Garrett Planning Network as well as NAPFA. We work with clients from all walks of life to help with relevant planning issues and we build and monitor low cost portfolios on an hourly or annual fixed fee basis. We do not sell products or accept commissions and we do not charge a percentage of assets.... See More

Mychal Eagleson, CFP
An Exceptional Life Financial is committed to financial planning for teachers and families with special needs throughout every stage of their lives. Your finances are unique and we're focused on addressing the issues that matter so you can make the most of your money and live an exceptional life. We assist all of our clients with a variety of planning topics, including: Saving & Spending Credit & Debt Insurance & Benefits Privacy & Identity Theft Protection Investments Retirement Planning Social Security & Medicare College Planning Contingency Planning
For families with special needs, we integrate additional, specialized planning to ensure the care and consideration needed for their loved ones is provided now and in the future. Life & Legacy Planning Special Needs Trusts 529 ABLE Accounts Supplemental Security Income & Medicaid Social Security Disability & Settlement Planning Advanced Estate Design & Planning... See More

Ryan Veldhuizen, CFP, MSFP
Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated this conviction. Our experienced team of Wealth Advisors each hold the Certified Financial Planner™ (CFP®) designation as well as advanced degrees in Financial Planning and Wealth Management and the Certified Public Accountant (CPA) designation. We are proud members of the Financial Planning Association (FPA), the American Institute of CPAs (AICPA), and the Indiana CPA Society (INCPAS). And while credentials and professional affiliations don't tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation.
It's why our clients stay with us year after year, and generation after generation. And it's why we may very well be the last advisor you ever hire.... See More

Ryan Thomas, CFP, CPA
Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families. Fewer Conflicts of Interest • Independent, Objective and Fee-only. • Do not sell products or receive referral fees or commissions. Credentialed Professionals • Our group of advisors has years of formal education, decades of experience and maintain multiple professional credentials (CFP®, CPA, JD, CFA, & CIMA) • Maintain less than 50 client relationships per advisor. Approach • Offer an approach that integrates Investment Management, Financial Planning and Income Tax Planning. • Utilize tax expertise to help you keep more of what you earn resulting in greater wealth accumulation. • Strive to understand your personal goals and objectives and focus on helping you accomplish them. Institutional Investment Platform • Utilizes a due diligence process designed to identify and oversee top investment managers. • Separate custody, investment management, and reporting responsibilities to provide further protection against fraud or theft. • Help identify and negotiate lower investment fees for our client portfolios. We also structure the portfolio to minimize income taxes.... See More

Susan Elser, BA, CFP
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Elser Financial Planning, Inc. provides customized comprehensive financial planning and investment management. Typical fees for a comprehensive financial plan including 3 meetings will typically range from $3,500 - $7,000 depending on the level of complexity. For clients who wish to retain Elser Financial Planning, Inc. on an ongoing basis for professional investment management, the annual fee is .65% on the 1st $1 million of assets, .55% on the 2nd $1 million, and .45% on the 3rd $1 million.... See More

WealthPoint Advisors, certified financial advisors, provide comprehensive, personalized financial planning services to clients across the USA in a transparent, collaborative environment.

Fee-Only Financial Planning and Investments. We specialize in working with Cummins Employees to maximize your workplace benefits and RSP investment options.

401K/IRA/403B
Accumulation,Rollover, and Income Distribution Planning, Small Business Retirement Plans, Long Term Care Benefits, Tax Reduction Strategies, and Estate Planning
Retirement Plans that work whille you play.

Acuity Financial Advisors is a fee-only investment advisory and financial planning firm located in Greenwood, Indiana.

Our approach to wealth management is built upon YOUR needs and OUR relationship.

Whether you wish to understand the relationship between your assets and your life goals, or simply want to improve your investment strategy, we can help.... See More

Endress Capital Management is an indepent, fee-only investment advisor based in Evansville, Indiana. We specialize in having very few clients, allowing us to truly focus on the ones we have. Our fees are very reasonable, especially when viewed in light of our success in individual stock selection.... See More

Financial planning in Fort Wayne, IN 46825.