Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Nashville, Indiana

How To Find Trusted Financial Advisors in Nashville, Indiana

Qualified Financial Advisors in Nashville, Indiana

VETTED
Financial Advisor
Edelman Financial Engines, LLC
1499 Windhorst WayGreenwd, IN 46143
8555 River RoadIndianapolis, IN 46240
9960 Corporate Campus DriveLouisville, KY 40223
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Savant Wealth Management8350 S. Emerson AvenueIndianapolis, IN 46237
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Max Moritz9000 Keystone Crossing Suite 400Indianapolis, IN 46240
ExperienceN/A
AUM$145,594,172
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Crown Haven Wealth Advisors11555 N Meridian StreetCarmel, IN 46032
ExperienceN/A
AUM$32,500,000,000
Minimum Assets$350,000
Fee StructureNot Specified
Are you a Financial Advisor in Nashville, Indiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Nashville, Indiana

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
8350 S. Emerson Avenue,Indianapolis,IN 46237
Phone Number
317-449-2040
Max Moritz
VETTED
Max Moritz
About The Wellington Group
At The Wellington Group, we're committed to more than just providing financial know-how. We create financial strategies that align with all of life's whys' the people, places and things you love most. No matter what that looks like for you, it's our team's mission to provide the guidance and support you need to bring your why to life.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Office Location
9000 Keystone Crossing Suite 400,Indianapolis,IN 46240
Phone Number
317-846-5055
Crown Haven Wealth Advisors
VETTED
Crown Haven Wealth Advisors
About Crown Haven Wealth Advisors
Crown Haven Wealth Advisors is located in Carmel, Indiana assisting clients in the Indianapolis area - and nationwide - with thoughtful financial planning in meeting their retirement and money management goals. We help achieve this through our proprietary RetireSHIELD® planning process.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Office Location
11555 N Meridian Street,Suite #560,Carmel,IN 46032
Phone Number
317-819-6638

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.