Halter Ferguson Financial
“We have recommended them to family and friends who have also been very pleased with their experiences.”
Best Financial Advisors in Carmel, IN
23 firms listed · all 23 in Carmel · 17 rated 4.5+
Data verified October 21, 2026
Crown Haven Wealth Advisors
“Every person I've met there are dedicated professionals who believe in the mission.”
Guardian Wells Financial
“Glad I chose them years ago to be there for me now.”
Semler Financial Group
Patton Tax
“Very Knowledgable and quick to respond with any questions.”
Lewis Wealth Management
“We meet with Kevin multiple times a year to evaluate where we're at and he is accommodating to our schedule and quick to answer any questions we have.”
The 23 firms listed for Carmel, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Carmel, IN
All 23 firms we list here are in Carmel itself. We have 31 firms in Carmel on file; this page shows the highest-rated 23. 17 of the firms on this page have a rating, from 4.5 to 5.0 across 130 reviews; 1 has 50 or more reviews. The services the firms on this page list most often on their websites are financial planning (4), retirement planning (3), business planning (2), charitable giving (2) and disability insurance (2). 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 44 years. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 23 of the firms on this page; 21 publish a contact page; 18 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Carmel offer a free first meeting?
2 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
National Financial Group
Onemidwest Financial Partners
“Great people with a wealth of knowledge.”
Oaktree Financial Advisors
“Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor.”
Accura Accountancy
Gimbal Financial
“I've worked with Doug for more years than I can count and have never been disappointed with his advice and the performance of their products.”
Evia Investment Advisors
“I'm very please with their responsiveness and attentiveness to my needs.”
Valeo Financial Advisors
“Super easy to work with - excellent onboarding experience”
Monon Wealth Management
“I believe they are outstanding at closely monitoring your investments to maximize returns while minimizing risks.”
Fortitude Private Wealth
“Josh has been very helpful with retirement planning and management of our accounts.”
Evans May Wealth
“Lizzie has helped us manage our finances since 2018 and she and her team have made us feel more confident and secure than ever.”
CBG & Company
“Over the years Jim Clark has given me sound and helpful accounting and financial advice, even representing me at an IRS audit.”
Integrated Investment Strategies
Procourse Fiduciary Advisors
E W Wealth Management - Evan Werckenthien
The Financial Resource Center
Artisan Wealth Strategies
FMR Cpas & Advisors
Why these companies made our list
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