Hamilton County, IN Financial Advisors and Resources



Financial Advisor Firms in Hamilton County, IN


40/86 ADVISORS, INC.

Website

(317) 817-4086

535 N. College Drive

Carmel, IN 46032

SEC#: 801-17857
Years in Business: 39 years

INTREPID FINANCIAL PLANNING GROUP, LLC

Website

(317) 818-1776

2454 E. 116th Street

Carmel, IN 46032

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

ARCHER INVESTMENT CORPORATION

Website

(317) 581-5664

11711 N. College Ave
Suite 200
Carmel, IN 46032

SEC#: 801-64607
Years in Business: 16 years

GREENLEAF FINANCIAL GROUP

Website

(317) 993-3384

13295 Illinois St
Suite 322
Carmel, IN 46032

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

GIMBAL FINANCIAL, LLC

Website

(317) 578-1600

620 N. Rangeline Road

Carmel, IN 46032

SEC#: 801-110875
Years in Business: 4 years

MONON WEALTH MANAGEMENT

Website

(317) 993-3999

99 E Carmel Dr.
Suite 160
Carmel, IN 46032

SEC#: 801-114130
Years in Business: 3 years

OXFORD FINANCIAL GROUP, LTD

Website

(317) 843-5678

11711 North Meridian Street
Suite 600
Carmel, IN 46032

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

ASSET MANAGEMENT STRATEGIES, INC.

Website

(317) 577-6912

11711 N College Ave
Suite 200
Carmel, IN 46032

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

PROCOURSE FIDUCIARY ADVISORS, LLC

Website

(317) 708-4150

1180 Medical Ct
Suite A
Carmel, IN 46032

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


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.)


Hamilton County, IN Financial Advisor FAQs

Financial advisors look after the process of designing and implementing an asset allocation plan, which includes salary considerations and retirement needs, personal preferences for risk or tax rates, current age and other such data.
Financial advisors are often hired during uncertain financial times. Basically it's during times like these that someone may need professional advice not only with their money but other facets of life as well.
Look for someone who has experience managing portfolios responsibly and with great performance over the long-term.
Financial advisors provide advice to individuals and businesses about investments, e.g., stocks, bonds, or mutual funds. This can include pension planning and college planning in addition to planning for retirement.