Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Marion County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Marion County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Marion County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.5% of Marion County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Marion County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Marion County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Marion County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Marion County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Indiana has unique laws defining which actions trigger a taxable event and has the 18th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Marion County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Marion County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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: 28 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: 13 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: 4 years

MIDWEST WEALTH MANAGEMENT INC.

Website

(317) 288-4989

8888 Keystone Crossing
Suite 960
Indianapolis, IN 46240

SEC#: 801-119267
Years in Business: 0 years