Find a Financial Advisor in Marion County, IN

 

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

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We Only Work With The Best Marion 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 Marion County, IN


  • Financial Advisor Close to Marion 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 Marion 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 Marion County, IN

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

  • Population: 951,869
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $142,400
  • Average Monthly Housing Cost: $924
  • Average Household Income: $68,914
  • 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 Marion County, IN

 

AXIA ADVISORY

Website

(317) 630-2800

20 E. 91st St
Ste 202
Indianapolis, IN 46240

SEC#: 801-42110
Years in Business: 29 years

WOODLEY FARRA

Website

(317) 269-0224

8555 N. River Road
Suite 400
Indianapolis, IN 46240

SEC#: 801-50387
Years in Business: 25 years

SALZINGER SHEAFF BROCK, LLC

Website

(317) 705-5700

8801 River Crossing Blvd
Suite 100
Indianapolis, IN 46240

SEC#: 801-77401
Years in Business: 8 years

SBAUER FUNDS, LLC

Website

(317) 814-5000

8801 River Crossing Blvd.
Suite 100
Indianapolis, IN 46240

SEC#: 801-68332
Years in Business: 14 years

CASTLE INVESTMENT ADVISORY, LLC

Website

(317) 849-9559

9820 Westpoint Drive
Suite 100
Indianapolis, IN 46256

SEC#: 801-70765
Years in Business: 11 years

PROVIDER FINANCIAL, INC.

Website

(317) 706-0890

3091 East 98th Street
Suite 200
Indianapolis, IN 46280

SEC#: 801-113344
Years in Business: 3 years

INNOVATIVE PORTFOLIOS LLC

Website

(317) 689-6450

8801 River Crossing Blvd
Suite 100
Indianapolis, IN 46240

SEC#: 801-106812
Years in Business: 5 years

ROBOVISE DBA ROBO

Website

(317) 513-5544

9000 Keystone Crossing
Suite 700
Indianapolis, IN 46240

SEC#: 801-108475
Years in Business: 4 years

ONEAMERICA INVESTMENT ADVISORY SERVICES LLC

Website

(317) 285-1618

One American Square

Indianapolis, IN 46206

SEC#: 801-108528
Years in Business: 5 years

 


Marion County, IN Financial Advisor FAQs

The cost of financial advisement varies, but you can expect to pay at least one dollar per year. Financial advisors typically receive a small commission on the investments they make for people.
The advisor will typically get a percentage of the total amount invested for each contract between you and him, which is usually calculated out to around 1%.
A good place to start your quest will be through your local bank. Typically, banks employ financial advisors or if not, they are connected to trusted third party financial advising companies.
Financial advisors are professionals who guide people on financial matters. They work by observing the client's current situation and determining their needs to find a solution.