Find a Financial Planner in Vanderburgh County, IN

 

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

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We Only Work With The Best Vanderburgh County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Vanderburgh County, IN

  • Financial Advisor Close to Vanderburgh 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 Vanderburgh County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Vanderburgh County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Vanderburgh County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.3% of Vanderburgh County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Vanderburgh County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Vanderburgh County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Vanderburgh County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Vanderburgh 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Vanderburgh County area, 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Vanderburgh County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Vanderburgh 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 Vanderburgh County, IN

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

  • Population: 181,291
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $131,400
  • Average Monthly Housing Cost: $816
  • Average Household Income: $69,566
  • 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 Vanderburgh County, IN


DONALDSON CAPITAL MANAGEMENT LLC

Website

(812) 421-3211

20 Northwest First Street
Fifth Floor
Evansville, IN 47708

SEC#: 801-48479
Years in Business: 26 years

FREEMAN, WILL & NIEMEIER, INC.

Website

(812) 425-1030

1919 West Franklin Street

Evansville, IN 47712

SEC#: 801-68759
Years in Business: 13 years

PETTINGA FINANCIAL ADVISORS, LLC

Website

(812) 436-4000

519 Main Street, Ste 100

Evansville, IN 47708

SEC#: 801-72154
Years in Business: 10 years