There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Brownsburg
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
8
non-vetted advisors in your local area. These financial advisors in
Brownsburg, Indiana
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Brownsburg, Indiana
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Brownsburg, Indiana.
Qualified Financial Advisors in Brownsburg, Indiana | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Ryan Veldhuizen
CFP® CATALYZE WEALTH MANAGEMENT 550 Congressional Blvd, Suite 115, Carmel, IN 46032 |
13 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
550 Congressional Blvd,
Suite 115,
Carmel,
IN
46032
Phone Number
317-537-7526
Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER™ and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
Top Financial Advisor Firms in Brownsburg, Indiana (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
TEEPLE WEALTH MANAGEMENT, LLC
111 East Main Street, Brownsburg, IN 46112 |
$113,909,000 | 1268 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Michael Haboush CFP, CRPC, LUTCF Inquire with Michael |
67 E. Garner Rd., Suite 100, Brownsburg, IN 46112 | 317-286-3637 |
Edward Jones Inquire with Edward |
123 E Main Street, Brownsburg, IN 46112 | 317-858-8803 |
Edward Jones Inquire with Edward |
23 Motif Blvd, Suite 304 W, Brownsburg, IN 46112 | 317-858-5914 |
Edward Jones Inquire with Edward |
65 East Garner Road, Suite 100, Brownsburg, IN 46112 | 317-216-9633 |
Edward Jones Inquire with Edward |
515 N Green Street, Suite 101, Brownsburg, IN 46112 | 317-852-6572 |
Edward Jones Inquire with Edward |
1551 N Green St, Suite H, Brownsburg, IN 46112 | 317-858-5823 |
Edward Jones Inquire with Edward |
1551 N Green St, Suite H, Brownsburg, IN 46112 | 317-858-5823 |
Edward Jones Inquire with Edward |
25 N Green St, Brownsburg, IN 46112 | 317-286-3531 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?