Financial Plans & Strategies
“We've been clients for nearly 40 years and are impressed more each year!”
Best Financial Advisors in Greenwood, IN
15 firms listed · 11 in Greenwood · 1 open weekends · 10 rated 4.5+
Data verified October 19, 2026
Shaub CPA Group
“Have had my trust for many years!”
A.w.e. Wealth Management of Raymond James
Eagle Financial Designs
Marian Investor Coaching
Silver Birch Capital Advisors
The 15 firms listed for Greenwood, 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: Greenwood, IN
Of the 15 firms we list here, 11 are in Greenwood itself and 4 come from Indianapolis (12 mi). 10 of the firms on this page have a rating, from 4.5 to 5.0 across 90 reviews. 1 is open on Saturdays. 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Greenwood listed here?
11 of the 15 firms are located in Greenwood. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
No Worry Retirement
Fox Custom Financial Planning
“He is a good listener, which is critical to understanding your needs in order to make appropriate recommendations.”
Bischoff Wealth Management
Promise Advisory Group
Koon Financial Planning & Consulting
Creative Financial Group
“I'm retired and 71 and they are able to explain complicated financial investments in a way I understand.”
Simons Bitzer & Associates
“Since hiring them, I've got a strong handle on the Key Performance Indicators in my business and I can make better decisions.”
MFG Wealth Management
“He also has been more than accommodating with my schedule and always quickly responds to my emails.”
Perry Financial Group
“Tom, Eli, and Joe have been extremely attentive and a pleasure to work with.”
Why these companies made our list
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