Find Top Financial Advisors in Greenwood, Indiana

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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.

Finding the Top Financial Advisor in Greenwood, Indiana
Last Updated - 20-Mar-2023

Greenwood has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 20 non-vetted advisors in your local area. These financial advisors in Greenwood, Indiana have an average of 13 years of experience.

NOTE: The list of financial advisors in Greenwood, 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 Greenwood, Indiana.

Qualified Financial Advisors in Greenwood, Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ryan Veldhuizen
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Greenwood

Qualifications CRD# 5316123
Firm CRD# 300078
Series 66

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

Office Location 550 Congressional Blvd,
Suite 115,
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.

About Catalyze Wealth Management

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 Greenwood, Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
375 N. Madison Avenue,
Greenwood, IN 46142-3636
$620,257,856 1686 A percentage of AUM
Hourly charges
Fixed fees
107 North State Road 135 , Suite 207,
Greenwood, IN 46142
$208,299,291 707 A percentage of AUM
Fixed fees

    List of Additional Advisors in Greenwood, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Albert D Rahman
    Inquire with Albert
    484 W Main St, Greenwood, IN  46142 317-888-8220
    Shawna Ballard
    Inquire with Shawna
    435 E Main St, Ste 175, Greenwood, IN  46143 317-497-3665
    Fifth Third Securities
    Inquire with Fifth
    801 West Smith Valley Road, Greenwood, IN  46142 317-215-6558
    Fifth Third Preferred
    Inquire with Fifth
    106 North State Route 135, Greenwood, IN  46142 317-887-5140
    Fifth Third Mortgage
    Inquire with Fifth
    1168 North Bluff Road, Greenwood, IN  46142 317-780-5046
    Edward W Ochoa
    Inquire with Edward
    484 W Main St, Greenwood, IN  46142 317-884-8938
    Allstate Personal Financial Representative: John Bontrager
    Inquire with Allstate
    395 S State Road 135, Greenwood, IN  46142 317-888-3200
    Bischoff Wealth
    Inquire with Bischoff
    107 North State Road 135, Suite 207, Greenwood, IN  46142 317-851-9718
    Edward Jones
    Inquire with Edward
    1638 W Smith Valley Rd, Ste A, Greenwood, IN  46142 317-535-9567
    Edward Jones
    Inquire with Edward
    640 US Hwy 31 S, Suite B, Greenwood, IN  46142 317-888-0848
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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.

      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?