Find a Financial Planner in Hamilton County, IN


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

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We Only Work With The Best Hamilton 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Hamilton County, IN

  • Financial Advisor Close to Hamilton 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


How Can a CFP® in Hamilton County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Hamilton County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Hamilton County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.7% of Hamilton County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Hamilton County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Hamilton County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Hamilton County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Hamilton County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Indiana has unique laws defining which actions trigger a taxable event and has the 18th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Hamilton County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Hamilton County area when dealing with high-interest credit card debt and private student loans.


The Value of Working With the Best Financial Planners in Hamilton County, IN

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Hamilton County, IN

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

  • Population: 323,117
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $264,600
  • Average Monthly Housing Cost: $1,349
  • Average Household Income: $131,790
  • 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 Hamilton County, IN



(317) 817-4086

535 N. College Drive

Carmel, IN 46032

SEC#: 801-17857
Years in Business: 38 years



(317) 818-1776

2454 E. 116th Street

Carmel, IN 46032

SEC#: 801-61020
Years in Business: 19 years



(317) 581-5664

11711 N. College Ave
Suite 200
Carmel, IN 46032

SEC#: 801-64607
Years in Business: 15 years



(317) 993-3384

13295 Illinois St
Suite 322
Carmel, IN 46032

SEC#: 801-117775
Years in Business: 1 years



(317) 578-1600

620 N. Rangeline Road

Carmel, IN 46032

SEC#: 801-110875
Years in Business: 3 years



(317) 993-3999

99 E Carmel Dr.
Suite 160
Carmel, IN 46032

SEC#: 801-114130
Years in Business: 2 years



(317) 843-5678

11711 North Meridian Street
Suite 600
Carmel, IN 46032

SEC#: 801-20692
Years in Business: 37 years



(317) 577-6912

11711 N College Ave
Suite 200
Carmel, IN 46032

SEC#: 801-108628
Years in Business: 4 years



(317) 708-4150

1180 Medical Ct
Suite A
Carmel, IN 46032

SEC#: 801-76741
Years in Business: 9 years



(317) 218-6000

10 W. Carmel Dr Ste 400

Carmel, IN 46032

SEC#: 801-66402
Years in Business: 15 years