Find a Financial Advisor in Lafayette, IN

 

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

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We Only Work With The Best Lafayette 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 Lafayette, IN


  • Financial Advisor Close to Lafayette, 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 Lafayette, 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 Lafayette, IN

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

  • Population: 72,581
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $117,400
  • Average Monthly Housing Cost: $814
  • Average Household Income: $58,312
  • 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 Lafayette, IN

 

GETTINGS REED FINANCIAL

Website

(765) 742-7366

672 Main Street
Suite 300
Lafayette, IN 47901

SEC#: 801-117868
Years in Business: 1 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

 


Lafayette, IN Financial Advisor FAQs

Financial advisors can be helpful in understanding how to invest your assets, but the type of advisor you need depends on what type of investor you are. If you have a high net worth or a substantial amount to invest, then a financial advisor may help understand where to best allocate those funds. A fee-only financial counselor is very good if they're—a fiduciary with access to their client's accounts that offers objective advice without conflict of interest.
A financial adviser helps their clients with investments, which can mean a lot of different things depending on the person's age and what type of investments they're looking to make.
Financial advisors usually get paid as an employee, charges fees based on cash value of investments, charges commissions for selling products, or both.
To seek a financial advisor, the first step to take is to ask their trusted financial institution or broker.