Find a Financial Advisor in Columbus, IN

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

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We Only Work With The Best Columbus 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 Columbus, IN


  • Financial Advisor Close to Columbus, 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 Columbus, 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 Columbus, IN

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

  • Population: 48,150
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $164,500
  • Average Monthly Housing Cost: $942
  • Average Household Income: $81,811
  • 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 Columbus, IN

 

IMC ADVISORS, LLC

Website

(812) 376-3331

540 Plaza Drive, Suite L

Columbus, IN 47201

SEC#: 801-61509
Years in Business: 19 years

KESSLER INVESTMENT GROUP, LLC

Website

(812) 314-0083

50 Washington Street
Suite 1-A
Columbus, IN 47201

SEC#: 801-71393
Years in Business: 12 years

KIRR, MARBACH & COMPANY, LLC

Website

(812) 376-9444

621 Washington Street

Columbus, IN 47201

SEC#: 801-10809
Years in Business: 46 years

SMI ADVISORY SERVICES, LLC

Website

(800) 910-3651

4400 Ray Boll Blvd.

Columbus, IN 47203

SEC#: 801-64882
Years in Business: 16 years

CUNA BROKERAGE SERVICES, INC.

Website

(812) 376-7661

2165 Jonathan Moore Pike

Columbus, IN 47202

SEC#: 801-60099
Years in Business: 21 years

DONALDSON CAPITAL MANAGEMENT LLC

Website

(812) 402-1019

700 Washington Street
Suite 300
Columbus, IN 47201

SEC#: 801-48479
Years in Business: 27 years

GLADSTONE INSTITUTIONAL ADVISORY LLC

Website

(812) 314-0083

50 Washington Street
Suite 1-A
Columbus, IN 47201

SEC#: 801-101532
Years in Business: 6 years

SCOUT INVESTMENTS, INC.

Website

(812) 372-6606

227 Washington Street

Columbus, IN 47202

SEC#: 801-60188
Years in Business: 21 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(812) 933-1791

904 Washington St

Columbus, IN 47201

SEC#: 801-110709
Years in Business: 4 years

 


Columbus, IN Financial Advisor FAQs

Columbus is a city of Bartholomew County, Indiana. It is located about 40 miles south of Indianapolis and has a population of approximately 50,000 people. Columbus is known for its variety of employers, including Cummins Inc., one of the world's largest manufacturers of engines and components for heavy-duty trucks, buses, and construction equipment, as well as other large companies such as Honda Manufacturing of Indiana, LLC and Irwin Union Bank & Trust. Columbus area is home to some unique attractions, including the Indiana Basketball Hall of Fame, the birthplace of James Dean, and numerous lakes for fishing and other recreational activities. Financial advisors can be found in Columbus, IN, the county seat of Bartholomew County. It is the state's 20th largest city and is situated 40 mi south of Indianapolis, on the east fork of the White River. Columbus is the birthplace of former Indiana Governor and former Vice President of the United States, Mike Pence. See which financial advisors you can connect with close to the area through our links below.

When considering a financial advisor, most people employ the trust-but-verify approach. Do research into any advisors that you might be considering, interview them carefully and then choose the person that you feel would best serve your particular needs.

Ask about their trainings and how they got them. Verify the credibility of their certifications and licenses.

Yes. A financial advisor not only provides the value of their skills, but they are also there to provide guidance and accountability. Advisors can provide a level of expertise that is hard to find elsewhere, both in the marketplace or on your own.

Financial advisors can offer advice on how much insurance coverage you need, where best to invest, how much life insurance is needed, which investment vehicles are right for different stages in life, and how much money should go into the stock market now versus later.