Find a Financial Advisor in Hancock County, IN

 

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

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We Only Work With The Best Hancock 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 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 Hancock County, IN


  • Financial Advisor Close to Hancock 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

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

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

  • Population: 75,164
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $169,700
  • Average Monthly Housing Cost: $1,064
  • Average Household Income: $87,144
  • 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 Hancock County, IN

 

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(317) 863-5355

410 Poplar Street

Fortville, IN 46040

SEC#: 801-56878
Years in Business: 22 years

 


Hancock County, IN Financial Advisor FAQs

Financial advisors provide advice that can allow people to put their money in the best investments and help them make good decisions about how to use funds.
Some people start to think about hiring a financial advisor during their 20's. That's because, to build the savings they need for retirement, it takes discipline and consistency.
It is important to find an advisor who has experience, knowledge, and the capability to escape any biases.
A financial advisor provides guidance on the best ways to invest your money so that you can meet current goals and also have enough for future goals.