Find a Financial Advisor in Auburn, IN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Auburn 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 Auburn, IN


  • Financial Advisor Close to Auburn, 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 Auburn, 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 Auburn, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Auburn financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Auburn, IN?

  • Population: 13,056
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $128,400
  • Average Monthly Housing Cost: $726
  • Average Household Income: $66,127
  • 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 Auburn, IN

 

PATHWAY FINANCIAL ADVISERS, LLC

Website

(260) 925-2887

4571 County Road 35

Auburn, IN 46706

SEC#: 801-80650
Years in Business: 6 years

CXI ADVISORS, LLC

Website

(214) 291-3175

112 East 7th Street

Auburn, IN 46706

SEC#: 801-115248
Years in Business: 2 years

CX INSTITUTIONAL, LLC

Website

(260) 927-1830

112 East 7th Street

Auburn, IN 46706

SEC#: 801-112742
Years in Business: 3 years

 


Auburn, IN Financial Advisor FAQs

A financial advisor can provide financial planning services- including drawing up a budget, creating long-term savings goals, managing retirement investments, etc.- or they may just handle day to day finances.
A financial advisor can provide assistance getting on track with your financial goals by assessing where you are now and providing tangible steps to get you where you want to go.
Choosing a financial advisor is like choosing any other provider. You want someone who (1) understands your budget, (2) advises you on goals, and (3) has confirmed their license with FINRA.
If you're looking for a reputable advisor, then your best bet is to go with a company that offers referrals from the National Association of Insurance Commissioners.