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Find Top Financial Advisors in Indiana


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Qualifications of Financial Advisor in Indiana

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List of Financial Advisors in Indiana
Financial Advisor Office Location Phone Number
Edward Camp,
Edward F. Camp, CFP®, CLU®, ChFC®
3900 Edison Lakes Pkwy # 103,
Mishawaka, IN  46545
(574) 273-0803
Wesley Kotys, CFP®, AAMS®,
Kotys Wealth Professionals
175 Lincolnway, Suite D,
Valparaiso, IN  46383
(219) 465-6924
Thomas Beachy,
Beachy Wealth Management
3484 Stellhorn Road,
Fort Wayne, IN  46815
(260) 246-5450
Ryan Veldhuizen,
Capstone Wealth Advisors
5875 Castle Creek Parkway,
Indianapolis, IN  46250
(317) 452-8457
Matt Teeple,
Teeple Wealth Management
111 East Main St,
Brownburg, IN  46112
(317) 362-6264
Chris Meador,
Financial Engines Advisors, LLC
107 North State Rd, 135 Suite 105,
Greenwood, IN  46142
(317) 851-8417
Eric Wasson,
Financial Engines Advisors, LLC
8555 River Road,
Indianapolis, IN  46240
(317) 579-0700
Jeffrey Whitmer,
Financial Engines Advisors, LLC
2890 E. Dupont Road,
Fort Wayne, IN  46825
(260) 459-3939
Daniel Reichart,
EVIA Investment Advisors, LLC
802 Mulberry Street,
Noblesville, IN  46060
(855) 800-0825

Information on Qualified Financial Advisors in Indiana

Qualifications CRD# 2052301
FirmCRD# 25427
Series 6, 7, 24, 63 IAR


Office Location 3900 Edison Lakes Pkwy # 103,
Mishawaka,
IN 
46545
Phone Number (574) 2730803

When it comes to retirement planning, Edward Camp sometimes views himself as more of a risk manager than anything else, typically offering products that have some market participation but also feature some built-in protection. The last market downturn really scared people, He explains, and that fear is still there. Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk. Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner (TM) Professional CLU®, Chartered Life Underwriter ® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind. I guess chess and financial planning have something in common, he smiles. Thinking ten moves ahead must be my specialty.

About Edward F. Camp, CFP®, CLU®, ChFC®

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future. Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600



Qualifications CRD# 4051934
Series 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 175 Lincolnway, Suite D,
Valparaiso,
IN 
46383
Phone Number (219) 4656924

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20 years of financial planning and investment management experience to the firm. Also acting as Senior Wealth Advisor, Wes is intricately involved in our day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University from 1996-1999 and graduated from Indiana Wesleyan University with a bachelor’s degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations: • CERTIFIED FINANCIAL PLANNER™ (CFP®) • Accredited Asset Management Specialist (AAMS®) • Series 66 Uniform Securities Agent/Registered Investment Advisor • Life and Health Insurance

About Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you – what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.



Qualifications CRD# 5220029
Series 7, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 3484 Stellhorn Road,
Fort Wayne,
IN 
46815
Phone Number (260) 2465450

Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



Qualifications CRD# 5316123
Series 7, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 5875 Castle Creek Parkway,
Suite 290,
Indianapolis,
IN 
46250
Phone Number (317) 4528457

Ryan joined Capstone in 2014 and brings over 10 years of experience leading and serving physicians, executives and business owners through all the important events of their lives. Ryan is driven by a passion for bringing harmony to the many facets of his clients' personal finances so their wealth can be fully leveraged to give them the freedom to pursue their life goals and dreams. His people-first, comprehensive approach matches well with the client-centered philosophy of Capstone. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP®) designation, Ryan has earned a master's degree in personal financial planning. Ryan is also a graduate of Taylor University with a degree in economics and mathematics and studied international economics at Oxford University in England. As part of Ryan's commitment to ongoing education, he is currently studying for the Special Enrollment Exam (SEE) to broaden his knowledge of the US Tax Code. The SEE is administered by the IRS and grants the privilege to represent taxpayers in front of the IRS for audits, collections and appeals. Ryan, his wife, Kathryn, and their children, live in Carmel, Indiana and are active members of their community. When away from the office, Ryan enjoys coaching, serving in the children?s ministry at his church, playing basketball and tennis, hiking, biking and spending time with his family.

About Capstone Wealth Advisors

At Capstone Wealth Advisors, we do things a little differently. Maybe it's because we're Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families. Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we've nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals.



Office Location 111 East Main St,
Brownburg,
IN 
46112
Phone Number (317) 3626264

Matt graduated with high distinction from the Kelley School of Business at Indiana University in Bloomington earning his degree in finance and a minor in economics. In 2008, he earned the Certified Financial Planner designation by completing graduate level coursework in the areas of general financial planning, insurance, investments, and retirement, tax and estate planning and successfully passing the 10-hour comprehensive exam which covered all areas of study. Matt's career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters. Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEOs, high ranking political officials, and numerous other business owners, physicians, and professionals. Most recently, Matt has been honored in five consecutive years by Five Star Professional who designated him as a Five Star Wealth Manager. In 2017, Matt and his firm were selected by Dave Ramsey to participate in Dave's SmartVestor Pro program. This program comes with very exclusive admittance standards, and it is designed to help potential clients who are familiar with Dave Ramsey streamline their advisor selection process. All SmartVestor Pros have been thoroughly vetted by Dave and his team and abide by the type of financial principles that Dave Ramsey so often speaks and writes about. ​

About Teeple Wealth Management

Teeple Wealth Management is a 100% fee only, completely independent, Registered Investment Advisor (RIA) firm specializing in providing comprehensive wealth management solutions to families and small businesses. As a Certified Financial Planner (CFP), we are trained and able to help you in any of your financial matters whether that be retirement planning, investments, cash flow, risk management, or tax, estate or education planning.



Qualifications CRD# 5577661
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 107 North State Rd, 135 Suite 105,
Greenwood,
IN 
46142
Phone Number (317) 8518417

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Telecommunications from Indiana University. Married to Natalie. They have one child: William. Chris enjoys spending time with his family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3012307
FirmCRD# 104510
Series 4, 7, 9, 10, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 8555 River Road,
Suite 350,
Indianapolis,
IN 
46240
Phone Number (317) 5790700

Joined Financial Engines in 2013. Began his career in the financial services industry in 1997. Successfully completed the Series 4, 7, 9, 10, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Has appearned on various programs for Fox Business and CNBC as well as WISH-TV's Indy Style. Has been quoted in several online resources including the Wall Street Journal, Fox Business, Marketwatch, and More magazine. Has attended every Indianapolis 500 since 1989. Married to Natalie. They have six children: Phillip, Hanna, Adam, Mairin, Owen, and Amelia.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2927446
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2890 E. Dupont Road,
Fort Wayne,
IN 
46825
Phone Number (260) 4593939

Joined Financial Engines in 2003. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Mathematics from Purdue University. Lifelong resident of Fort Wayne. Married to Mindy. They have three children: Cameron, Chloe, and Carson.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1868812
FirmCRD# 171453
Series 6, 7, 8, 23, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 802 Mulberry Street,
Suite GB-8,
Noblesville,
IN 
46060
Phone Number (855) 8000825

Dan Reichart is the president of EVIA Investment Advisors. He holds a degree in History from Indiana University and an MBA from Ball State University. Dan has spent several years working with other investment professionals and their clients, to help demystify the investment process and improve the investing experience. Most recently, he led the investment advisory division of a nationally known insurance company. Drawing upon nearly 30 years in the financial services business, Dan founded EVIA Investment Advisors with the goal of helping clients develop a successful long-term investment program, customized to their specific needs.

About EVIA Investment Advisors, LLC

EVIA Investment Advisors (EVIA) is a fee-based firm, specializing in dividend growth investing. Because we use individual securities, we can customize every portfolio to meet the specific needs of every client. At EVIA, we pride ourselves on being there when our clients need us and building relationships that last. No matter what you want your money to do for you, EVIA can help you define, plan for and achieve your financial goals.



List of Additional Financial Advisors in Indiana
Ameriprise Financial Services, Inc. Merrillville, IN
Goelzer Investment Management Indianapolis, IN
Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN
Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN
City Securities Corporation Indianapolis, IN
Trust Investment Advisors Indianapolis, IN
Sleep Well At Night Financial Solutions Evansville, IN