Find a Financial Advisor in Clinton County, IN

 

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

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We Only Work With The Best Clinton County 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 Clinton County, IN


  • Financial Advisor Close to Clinton County, 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 Clinton County, 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 Clinton County, IN

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

  • Population: 32,273
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $117,900
  • Average Monthly Housing Cost: $743
  • Average Household Income: $64,131
  • 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 Clinton County, IN

 

 


Clinton County, IN Financial Advisor FAQs

Your needs depend on your financial knowledge (or lack thereof), the complexity of your finances, and what you're trying to do with your finances.
A financial advisor manages a client's investments. This includes recommending stocks, bonds, and other investment vehicles to improve the client's finances.
The most important factor in finding a good advisor is whether or not they're compliant with regulations and securities law. Then it's about due diligence on their expertise and experience, including what percentage of their clients achieved their desired results.
The best way to find a reliable advisor is to speak with referrals from people who have had similar circumstances before. Talk to your friends, family, and co-workers about the experience they've had working with a particular company or individual. They will be able to give you some insight into their skills and the potential of helping you achieve success in your financial future.