Find a Financial Advisor in Terre Haute, IN


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

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We Only Work With The Best Terre Haute 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


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


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 Terre Haute, IN

  • Financial Advisor Close to Terre Haute, 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 Terre Haute, IN

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Terre Haute, IN

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

  • Population: 60,673
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $80,900
  • Average Monthly Housing Cost: $702
  • Average Household Income: $51,139
  • 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 Terre Haute, IN




(812) 242-9113

2901 Ohio Blvd
Ste 242
Terre Haute, IN 47803

SEC#: 801-56063
Years in Business: 23 years



(217) 251-2274

19 South 6th Street Suite 103

Terre Haute, IN 47807

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



(812) 232-4570

1340 Ohio Street

Terre Haute, IN 47807

SEC#: 801-110859
Years in Business: 4 years


Terre Haute, IN Financial Advisor FAQs

Yes. You will need a financial advisor if you want someone with the expertise and knowledge to manage your finances and help you plan for the future.
Financial advisors are the half of the equation. They work for their clients, by providing portfolio advice and long-term financial guidance based on their client's risk profile, time frame, and investment preferences.
Financial advisors get paid when they buy and sell securities for a client. They charge a fee to manage a portfolio or a security, which is called an asset management fee.
Determine his/her level of expertise. Look at his/her curriculum vitae as well as the certifications, trainings, and licenses attained by the potential financial advisor.