Find a Financial Advisor in Zionsville, IN

 

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

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We Only Work With The Best Zionsville 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 Zionsville, IN


  • Financial Advisor Close to Zionsville, 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 Zionsville, 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 Zionsville, IN

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

  • Population: 27,463
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $388,000
  • Average Monthly Housing Cost: $1,755
  • Average Household Income: $184,232
  • 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 Zionsville, IN

 

CANTERBURY INVESTMENT MANAGEMENT, LLC

Website

(317) 732-2075

23 E Cedar St

Zionsville, IN 46077

SEC#: 801-61876
Years in Business: 18 years

CENTERPOINT WEALTH MANAGEMENT, LLC

Website

(317) 973-7700

56 N. Main Street

Zionsville, IN 46077

SEC#: 801-61048
Years in Business: 19 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(317) 733-4100

1455 W. Oak St.
Ste C
Zionsville, IN 46077

SEC#: 801-62277
Years in Business: 18 years

BRASS TAX WEALTH MANAGEMENT, INC.

Website

(317) 852-7000

1120 West Oak Street
Suite 200
Zionsville, IN 46077

SEC#: 801-111006
Years in Business: 4 years

CG ADVISORY SERVICES

Website

(317) 600-4033

8805 Weather Stone Crossing

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(317) 600-4033

8805 Weather Stone Crossing

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

WEALTH ADVISORY SOLUTIONS, LLC

Website

(317) 559-3360

1630 West Oak Street
Suite 100
Zionsville, IN 46077

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

CAPITAL ASSET ADVISORY SERVICES, LLC.

Website

(317) 600-4033

1839 William'S Glen Blvd

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(317) 733-4100

1455 W. Oak St.
Ste C
Zionsville, IN 46077

SEC#: 801-62277
Years in Business: 18 years

 


Zionsville, IN Financial Advisor FAQs

What is your investment strategy? What are the specific products you offer for retirement planning, investible assets (stocks, bonds, ETFs), and IRA? What documents should I sign to make it official? How often will we meet in person or talk via phone during the year?
There are many types of financial advisors, but what they all have in common is to help clients make smart decisions with their money. They will typically provide advice on topics including investments, taxes, retirement, or personal finance issues.
Yes. A financial advisor provides professional investment guidance, financial planning, and personalized portfolio constructions to help clients meet their unique needs. The role of the advisor may range from periodic consultations to full-time guidance. Regardless of the level or degree of involvement, each client’s success requires independence in judgment and personal discipline.
When choosing a financial advisor, it is important to find someone who specializes in your needs.