Find a Financial Advisor in New Albany, IN

 

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

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We Only Work With The Best New Albany 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 New Albany, IN


  • Financial Advisor Close to New Albany, 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 New Albany, 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 New Albany, IN

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

  • Population: 36,647
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $123,900
  • Average Monthly Housing Cost: $792
  • Average Household Income: $62,191
  • 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 New Albany, IN

 

AXIOM FINANCIAL STRATEGIES GROUP, LLC

Website

(812) 913-7701

101 W. Spring Street, 5th Floor

New Albany, IN 47150

SEC#: 801-117878
Years in Business: 2 years

ARCHER INVESTMENT CORPORATION

Website

(812) 944-7677

3425 Grant Line Rd

New Albany, IN 47150

SEC#: 801-64607
Years in Business: 16 years

MARINER, LLC

Website

(812) 542-1018

3707 Charlestown Road
Suite C-2
New Albany, IN 47150

SEC#: 801-66632
Years in Business: 15 years

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Website

(844) 975-4015

5150 Charlestown Road

New Albany, IN 47150

SEC#: 801-112009
Years in Business: 4 years

PRIVATE CLIENT SERVICES, LLC

Website

(812) 945-4544

5140 Charlestown Rd
Suite 4A
New Albany, IN 47150

SEC#: 801-71475
Years in Business: 11 years

 


New Albany, IN Financial Advisor FAQs

A financial advisor is a person who provides counseling and financial ideas to clients, such as investment recommendations.
A financial advisor can help channel your cash flow in the right direction, and help you better plan for retirement, education costs and taxes.
Don't deal with an advisor who's not an accredited broker or who doesn't have experience working in the field of financial advice.
Financial advisors get paid in one of two ways (or both): based on the number or size of transactions they make for their client, or for their hourly fee.