Find Top Financial Advisors in Georgetown, Indiana

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Qualifications of Financial Advisors in Georgetown

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Qualified Financial Advisors in Georgetown, Indiana
Financial Advisor Office Location Phone Number
Bill Bowers
Bowers Capital Management
1908 Meadowood Drive,
Georgetown, IN  47122
Matthew Wagner
Oxinas Partners Wealth Management
607 N. Shore Dr,
Jeffersonville, IN  47130
Jeff Minor
Edelman Financial Engines, LLC
3592-101 Springhurst Blvd.,
Louisville, KY  40241
Scott Sells,RICP®
Lifetime Wealth Strategies
9700 Bunsen Parkway,
Louisville, KY  40299

Information on Qualified Financial Advisors in Georgetown

Qualifications CRD# 1576512
FirmCRD# 120895
Series 63, 65

Compensation/Fee Fee-Based

Office Location 1908 Meadowood Drive,
Phone Number 812-951-0380

I am an INDEPENDENT registered investment advisor rep who manages investment portfolios/accounts. My average client has been with me over 20 years. About half of my clients are retired. The other half are planning for retirement through 401K accounts, 403B accounts, traditional IRA, Roth IRA, Trusts, and taxable accounts. I manage accounts for investors in Indiana, Kentucky, California, Wisconsin, Arkansas, Tennessee, Mississippi, Oklahoma; and can manage accounts in any state in the USA.

About Bowers Capital Management

Offers personalized financial planning, portfolio management, and investment advice for individuals. Bowers Capital does not sell short-term performance. Instead, I focus on: (1) Achieving your financial goals, (2) Efficient asset allocation, (3) Keeping you from making common killer mistakes. As your portfolio manager, I believe that investor behavior is the dominant determinant of real life returns. Through efficient risk-adjusted asset allocation, and by avoiding common killer mistakes, I believe your long-term real life returns will be significantly higher than most investors. We offer straightforward methods, unwavering discipline, and trust.

Qualifications CRD# 5339909
FirmCRD# 297462
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 607 N. Shore Dr,
STE 101,
Phone Number 812-725-8649

About Oxinas Partners Wealth Management

Our purpose at Oxinas Partners Wealth Management is to give individuals, businesses and families the edge when it comes to navigating your financial future. Youve imagined a life for yourself, and Oxinas Partners Wealth Management will help you pursue the life that youve envisioned. We are committed to understanding your vision for your future. We will work with you to develop a personalized plan to make your vision happen. We create custom plans suited to your life and dreams, and offer tailored financial guidance so you can reach your goals. Oxinas Partners formally began as a collaboration in 2017 to bring together the combined resources and expertise in the areas of Financial Planning, Investment Management and 401(k) Retirement Plans. Each partner has a specific focus to help maximize our clients overall experience. We believe through proper financial planning and asset collection that our client's goals can be met.

Qualifications CRD# 5793610
FirmCRD# 104510
Series 65

Office Location 3592-101 Springhurst Blvd.,
Phone Number 502-425-2512

I make it my mission as a financial planner to deliver comprehensive retirement and financial planning to all of my clients, whether theyre striving for home ownership, focused on estate planning, or need guidance to help get them to the retirement they deserve. Outside of work, I enjoy spending time with my family. Im also an avid runner and have finished 10 marathons.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 2608020
FirmCRD# 125112
Series 7, 24, 52, 63, 66

Compensation/Fee Fee-Based

Office Location 9700 Bunsen Parkway,
Phone Number 502-552-0478

Some of the most important lessons I have learned started at an early age and have guided me throughout my career. I am fortunate to have great parents who taught me the values of hard work, attention to detail, honesty, integrity, education, saving, and the importance of helping others. These are values I utilize in serving our clients. I have been advising professionals, retirees and business owners for over 25 years. I earned my Retirement Income Certified Professional (RICP®) designation to focus on income strategies for our retired clients. I enjoy building balanced strategies that can last a lifetime for our clients and their families. I co-founded LIFETIME WEALTH STRATEGIES to develop a better process for understanding clients' financial needs, and providing comprehensive solutions for clarity and empowerment. We have refined this proprietary planning process and call it the BoKEH formula. BoKEH stands for Balance of Knowledge Empowerment and Happiness. I earned my degree in Finance from the University of Louisville. When not working, I enjoy spending time with my wife Angie and dogs Bunnie and Copper. I am a member of Oxmoor Country Club, and Blairwood Tennis Center. My hobbies include golf, tennis, boating at Nolin Lake, ping pong, and watching U of L sports. Call 502-267-5433 or click here to schedule a consultation with me under no obligation.

About Lifetime Wealth Strategies

At Lifetime Wealth Strategies, we are passionate and dedicated to understanding your unique needs, empowering you with knowledge and resources, and partnering with you in appropriate financial decisions to build strategies which help provide income for your lifetime, and help preserve and protect your wealth for those important to you beyond. Our experienced team of professionals is committed to providing the highest level of service and building long-term relationships. We believe a team with diverse expertise is essential since your needs and financial markets are too complex for any one advisor. Our process of personalized financial planning is designed to help you see your current financial picture, build strategies to realize your vision of the future, and focus on what matters most to you and those important to you. We believe in stewardship, not only for our clients and their money, but also our community. We want to learn about what matters most to you and be a resource as we contribute to building a positive impact on our lives, our families, our communities, and our future. Building your Lifetime Wealth Strategies includes responsible investing to help you manage risk, mitigate volatility, and align your investments with your values.A sustainable portfolio can provide more stable, long-term growth by holding companies to higher standards for corporate responsibility and conscientious business practices. We work for you, not Wall Street. We provide objective advice focused on what matters most to you and those important to you. We design your strategies to balance building your lifetime wealth with managing and insuring against risks as you view them while optimizing tax savings to provide the greatest possible benefit to you and those important to you.

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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.

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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?