Find a Financial Planner in Indiana, PA

 

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We did the hard work of finding trustworthy partners in Indiana, PA.

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We Only Work With The Best Indiana 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 Indiana, PA


  • Financial Advisor Close to Indiana, PA

  • 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 Indiana, PA


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 Indiana, PA

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

  • Population: 13,346
  • % of Population 62 Years and Over: 6.8%
  • Average Home Value: $120,000
  • Average Monthly Housing Cost: $784
  • Average Household Income: $53,317
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Indiana, PA

 

STEWART CAPITAL ADVISORS, LLC

Website

(724) 465-3458

800 Philadelphia Street

Indiana, PA 15701

SEC#: 801-64212
Years in Business: 16 years

 


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