Find a Financial Advisor in Greenwood, IN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Greenwood 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 Greenwood, IN


  • Financial Advisor Close to Greenwood, 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 Greenwood, 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 Greenwood, IN

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


How Retirement-Friendly is Greenwood, IN?

  • Population: 57,764
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $154,900
  • Average Monthly Housing Cost: $999
  • Average Household Income: $79,111
  • 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 Greenwood, IN

 

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Website

(317) 851-9718

107 North State Road 135
Suite 207
Greenwood, IN 46142

SEC#: 801-106594
Years in Business: 6 years

FINANCIAL PLANS & STRATEGIES, INC.

Website

(317) 882-7675

375 N. Madison Avenue

Greenwood, IN 46142

SEC#: 801-107206
Years in Business: 5 years

TREYBOURNE WEALTH PLANNERS

Website

(317) 449-2040

609 Treybourne Dr. Suite B

Greenwood, IN 46142

SEC#: 801-64128
Years in Business: 16 years

DUNCAN FINANCIAL GROUP LLC

Website

(317) 530-5646

1201 Fantail Drive

Greenwood, IN 46143

SEC#: 801-119284
Years in Business: 1 years

DUNCAN FINANCIAL GROUP LLC

Website

(317) 530-5646

1201 Fantail Drive

Greenwood, IN 46143

SEC#: 801-119284
Years in Business: 1 years

HORACE MANN INVESTORS, INC.

Website

(317) 885-9859

300 South Madison Avenue
Suite 375
Greenwood, IN 46142

SEC#: 801-80964
Years in Business: 6 years

KESSLER INVESTMENT GROUP, LLC

Website

(317) 837-4910

3209 West Smith Valley Rd.
Suite 117
Greenwood, IN 46142

SEC#: 801-71393
Years in Business: 11 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(317) 215-4302

Vantage Center
720 Executive Park Drive, Suite 2500
Greenwood, IN 46143

SEC#: 801-60153
Years in Business: 20 years

MWA FINANCIAL SERVICES, INC.

Website

(574) 210-4686

720 Executive Park Drive
Suite 1100B
Greenwood, IN 46143

SEC#: 801-107091
Years in Business: 5 years

 


Greenwood, IN Financial Advisor FAQs

Choose an advisor based on what is most important to you. An excellent all-around financial advisor will meet your needs for investment advice, retirement planning, and tax issues, but if you're looking specifically for someone who can help with career transitions or estate planning - or feel like you need counseling as well as financial advice - then make sure the person has those capabilities before hiring them.
If you're looking to find a financial advisor, it is important to interview each potential candidate.
Financial advisors are professionals who help people to save and invest the money they make. They're also responsible for plans like pension investments, retirement savings, and long-term financial goals.
There are many reasons people choose to work with a financial advisor. It's important to get professional advice on the right type of investment for you, taxes, retirement planning or other life event changes.