Find a Financial Advisor in Evansville, IN

 

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

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We Only Work With The Best Evansville 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 Evansville, IN


  • Financial Advisor Close to Evansville, 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 Evansville, 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 Evansville, IN

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

  • Population: 118,588
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $97,100
  • Average Monthly Housing Cost: $772
  • Average Household Income: $54,957
  • 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 Evansville, IN

 

DONALDSON CAPITAL MANAGEMENT LLC

Website

(812) 421-3211

20 Northwest First Street
Fifth Floor
Evansville, IN 47708

SEC#: 801-48479
Years in Business: 26 years

FREEMAN, WILL & NIEMEIER, INC.

Website

(812) 425-1030

1919 West Franklin Street

Evansville, IN 47712

SEC#: 801-68759
Years in Business: 13 years

PETTINGA FINANCIAL ADVISORS, LLC

Website

(812) 436-4000

519 Main Street, Ste 100

Evansville, IN 47708

SEC#: 801-72154
Years in Business: 10 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(812) 901-7039

21 Se Third Street
Suite 500
Evansville, IN 47708

SEC#: 801-50939
Years in Business: 25 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years

CUNA BROKERAGE SERVICES, INC.

Website

(812) 477-9271

4405 Theatre Drive

Evansville, IN 47715

SEC#: 801-60099
Years in Business: 20 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years

 


Evansville, IN Financial Advisor FAQs

Yes. Financial advisors can recommend the best way to invest your funds, while also taking into consideration your tolerance for risk and what you want to achieve. A financial advisor also does not require a recurring fee like a robo-advisor and takes care of all financial information related questions on your behalf.
Financial advisors typically work with their clients to offer personalized financial services.
Different financial advisors use different revenue models, but they most typically fall into two categories. Advisors may charge an annual fee for managing a customer’s investments or they may receive commission on the investments they sell.
With the amount of financial advisors out there, the best thing to do is talk with some and get a feel for who you want to work with.