Find a Financial Advisor 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 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 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

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: 27 years

FREEMAN, WILL & NIEMEIER, INC.

Website

(812) 425-1030

1919 West Franklin Street

Evansville, IN 47712

SEC#: 801-68759
Years in Business: 14 years

PETTINGA FINANCIAL ADVISORS, LLC

Website

(812) 436-4000

519 Main Street, Ste 100

Evansville, IN 47708

SEC#: 801-72154
Years in Business: 11 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(812) 901-7039

21 Se Third Street
Suite 500
Evansville, IN 47708

SEC#: 801-50939
Years in Business: 26 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years

CUNA BROKERAGE SERVICES, INC.

Website

(812) 477-9271

4405 Theatre Drive

Evansville, IN 47715

SEC#: 801-60099
Years in Business: 21 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years

 


Vanderburgh County, IN Financial Advisor FAQs

Vanderburgh County is located in the state of Indiana in the United States. Evansville is the county seat. The Evansville metropolitan statistical area is centered in Vanderburgh County. Vanderburgh County's major employers are in the medical, retail, and manufacturing industries, with the top employers being Davita, Walmart, and Ford Motor Company. Bally's Evansville, the state's first casino, Mesker Park Zoo, Botanic Garden, one of the state's oldest and largest zoos, and the sports tourism sector are all located in Vanderburgh. We've worked with a select number of Vanderburgh County, Indiana's top-tier financial advisors, to introduce you to them. It is situated on the Ohio River in the southern end of Indiana and is one of the smallest counties in terms of geographical area but is one of the most populous in its state. It is the core component of the Evansville Metropolitan Statistical Area, with the City of Evansville serving as its seat. Some of the cities nearby are Louisville, Nashville, and Indianapolis. Financial advisors in Vanderburgh County, Indiana, are highly sought after, and you'll want to discover one who can assist you in managing your finances. Locate nearby financial advisors using the list below!

It depends on the advisor's strength and credentials, but generally a financial advisor costs between $1,000 and $10,000 per year.

Some advisor's may require a one-time fee for consultations while others charge annually or build these costs into their overall Annual Management Fees (AMF). The types of fees advisors will charge clients in order to manage their funds varies depending on how much work is being done and if there are any additional products being sold to the client.

What type of work do you specialize in? Do you use a computer model to create your retirement portfolio, or do you make decisions by hand? How often do you make changes to my portfolio from month-to-month?

The first thing to do is find an advisor who's knowledgeable about your specific situation. They should be able to create an investment plan tailored to you, not a one size fits all approach. Secondly, they need to have some certifications that show they are up-to-date with current practices in the industry.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.