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Financial Plans & Strategies
“We've been clients for nearly 40 years and are impressed more each year!”
Best Financial Advisors in Greenwood, IN
24 firms listed · 11 in Greenwood · 1 open weekends · 17 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Shaub CPA Group
“Have had my trust for many years!”
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A.w.e. Wealth Management of Raymond James
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
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Eagle Financial Designs
“The future of accumulating wealth, preserving it for retirement and having a family heritage to pass on, has taken a different look in the past generation. The uncertainty of social security, changing tax codes, frequent job changes and stock market ...”
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Marian Investor Coaching
“Marian Investor Coaching uses coaching versus planning to help their clients use the full potential of their retirement or business. Client education is at the forefront of what they do. It's for this reason that Marian Investor Coaching continues to...”
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Silver Birch Capital Advisors
“Our disciplined solutions-based investing process is crafted to each individual client and their ever changing needs. Our mission is to provide our clients a better understanding of the financial concepts behind insurance, investing, retirement, esta...”
The 24 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 24 firms we list here, 11 are in Greenwood itself and 13 come from Indianapolis (12 mi). 18 of the firms on this page have a rating, from 4.1 to 5.0 across 278 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (77%) and quality (71%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and retirement planning (2). 1 shows a license on its website and 7 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 2 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 14 list a public email and 4 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 24 firms are located in Greenwood. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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No Worry Retirement
“Brad Pearsey has been in the insurance and financial services industry for nearly two decades. Brad started in insurance working in the Medicare and individual health insurance markets. He quickly grew his business to several thousand clients, many o...”
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Fox Custom Financial Planning
“He is a good listener, which is critical to understanding your needs in order to make appropriate recommendations.”
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Bischoff Wealth Management
“Bischoff Wealth Management Group, LLC (“BWMG”) is an SEC registered investment adviser located in Greenwood, IN. Registration does not imply a certain level of skill or training. The publication of BWMG's web site on the Internet should not be constr...”
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Promise Advisory Group
“Shellee has been helping clients since 2004. Formerly mentored by Steve Gould, she has a broad base of training in life insurance, retirement planning and investments. She graduated from Indiana University with a Bachelor of Science Degree in Busines...”
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Koon Financial Planning & Consulting
“A fee-only advisory firm, we concentrate on the intentions of your personal investment decisions.For some of you, the purpose is already well defined. For others, it takes a lot of conversation to determine the how and why of your goals.”
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Creative Financial Group
- Seminars
- Meeting
- Retirement
“Brian takes all the time we need to help us understand all of our questions and we have never felt any pressure to make changes or investments we weren't comfortable with.”
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Increditable Advisors
- Educate
- Building
- Information
“That said, I would recommend anyone who is interested in investing in themselves and gaining valuable information that will last a life time from In Creditable Advisors!”
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Frank & Kraft, Attorneys at Law
- Mind
- Law Firm
- Trust
“I had many questions from closing my parents estate with another law firm and Paul so quick and polite to answer my questions and I want even a client!!”
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Bgbc Advisory
- Payments
“I have BGBC as my accountant and, so far, their service and personal attention to me have been extraordinary.”
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Simons Bitzer & Associates
- Community
“Simons Bitzer demonstrates their genuine commitment to their clients in going above and beyond in supporting the community they and their clients serve.”
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Robert Addington CPA
“He has prepared my personal and company taxes for a number of years.”
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MFG Wealth Management
- Portfolio
- Team
- Financial
“I knew in my heart that he was honest, and a good man, and would do everything he could to give me the best return possible on my IRA, and really look out for my assets.”
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RDW Financial Group
- Financial Advisor
- Retirement
- Educate
“The stability of the organization coupled with the outstanding reputation that Dave Williams has within the financial planning industry make this the best home for our investments as well as the best place to get advice for all our financial question...”
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Wilkes Accounting & Tax
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
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Core Wealth Advisors
“Very knowledgeable about the stock market and tax strategy.”
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Wealthcare Partners
“I appreciate the patient education I've received.”
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Perry Financial Group
- Retirement
- Planning
- Investment
“For anyone considering with working with them, I can assure you that you will walk away with knowledge and confidence in your investments and financial plan.”
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Pile Wealth Management
“Discover Pile Wealth's bespoke financial solutions, tailored to meet the unique needs of Institutions, Individuals and Families, and Plan Sponsors. Our dedicated team offers expert guidance across a spectrum of services, ensuring your financial goals...”
Retirement Planning and Investment Management Services in Greenwood, IN Cost Estimates
Minimum cost
$1069
Maximum cost
$9085
National Average
$3207
Avg Per Hour Rates
$321
$2138
$5879
Typical price range is based on 402 cost profiles
Why these companies made our list
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