Find a Financial Advisor in Anderson, IN

 

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We did the hard work of finding trustworthy partners in Anderson, IN.

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We Only Work With The Best Anderson Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Anderson, IN


  • Financial Advisor Close to Anderson, IN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Anderson, IN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Anderson, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Anderson financial advisors.
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How Retirement-Friendly is Anderson, IN?

  • Population: 54,513
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $80,000
  • Average Monthly Housing Cost: $727
  • Average Household Income: $49,395
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)



The Top Financial Advisor Firms in Anderson, IN

 

FINANCIAL ENHANCEMENT GROUP

Website

(765) 640-1524

2704 Enterprise Drive

Anderson, IN 46013

SEC#: 801-72907
Years in Business: 9 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(765) 642-9997

5952 Alexandria Pike

Anderson, IN 46012

SEC#: 801-66892
Years in Business: 15 years

THURSTON SPRINGER ADVISORS, LLC

Website

(317) 902-9335

1203 Main Street

Anderson, IN 46016

SEC#: 801-114256
Years in Business: 3 years

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Website

(317) 902-9335

1203 Main Street

Anderson, IN 46016

SEC#: 801-63564
Years in Business: 17 years

SYCAMORE FINANCIAL GROUP, INC.

Website

(765) 643-9333

800 Main Street, Suite 201

Anderson, IN 46016

SEC#: 801-62788
Years in Business: 17 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(765) 642-9997

5952 Alexandria Pike

Anderson, IN 46012

SEC#: 801-66892
Years in Business: 15 years

THURSTON SPRINGER ADVISORS, LLC

Website

(317) 902-9335

1203 Main Street

Anderson, IN 46016

SEC#: 801-114256
Years in Business: 3 years

THURSTON SPRINGER ADVISORS, LLC

Website

(317) 902-9335

1203 Main Street

Anderson, IN 46016

SEC#: 801-114256
Years in Business: 3 years

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Website

(317) 902-9335

1203 Main Street

Anderson, IN 46016

SEC#: 801-63564
Years in Business: 17 years

 


Anderson, IN Financial Advisor FAQs

The process begins with a review of financial goals, needs, and concerns. A personalized investment plan is then developed according to the client's unique situation. The advisor then partners with the client to execute their investment plan by monitoring accounts for any changes in economic environment or regulatory requirements, structuring portfolios as they correspond to each stage in life.
It depends on a few things. It's a good idea to hire a financial advisor if you don't have the time or expertise to invest, want to take care of your finances while you're still working, or would like someone to help plan for retirement.
There are many different types of advisors, and each type has its own benefits and drawbacks. You should examine what you need from a financial advisor and gather multiple opinions before deciding who is right for you and your family
Financial Advisors get paid diversified ways, including by taking a commission from the purchase of a financial product as well as through fees for investing and asset management services.