Financial Advisors in or around Indianapolis, Indiana

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Indiana >   Indianapolis 

Premium Financial Advisors Listing

Vincent McMahon, Financial Advisor from Indianapolis, Indiana

Vincent McMahon

Distance: 9 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Rebecca J Gill CPA- PFS, Financial Advisor from Indianapolis, Indiana

Rebecca J Gill CPA- PFS

Distance: 14 miles

Currently Rebecca is independent and maintains an elite client base. She works with clients to establish a blueprint for their financial future. Rebecca understands the importance of having a team of advisors working together to address the various aspects of a financial plan and believes it is important as the coach for her clients to assist in th...

Other Financial Advisors Listing

John Wesley Biddinger, Financial Advisor from Indianapolis, Indiana

John Wesley Biddinger

City Securities Corporation

Don William Goelzer, Financial Advisor from Indianapolis, Indiana

Don William Goelzer

Goelzer Investment Management

John Joseph Bruno, Financial Advisor from Indianapolis, Indiana

John Joseph Bruno

Thurston, Springer, Miller, Herd & Titak, Inc.

Gary Stephen Baxter, Financial Advisor from Indianapolis, Indiana

Gary Stephen Baxter

Thurston, Springer, Miller, Herd & Titak, Inc.

Jonathan, Michael Atkins, Financial Advisor from Indianapolis, Indiana

Jonathan, Michael Atkins

Trust Investment Advisors

Jerry                  R Hendrix, Financial Advisor from Indianapolis, Indiana

Jerry R Hendrix

Integrated Investment Strategies, Inc.

Our mission is to provide the highest degree of service, integrity, and confidentiality to all our clients. To provide the highest quality professional investment advice consistent with our clients lo...

Selecting the Right Advisor

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only