Best Financial Advisors in Indianapolis, IN

The highest-rated Financial Planning & Wealth Management companies out of 192 vetted & reviewed in the Indianapolis area.

Frank & Kraft, Attorneys at Law

Frank & Kraft, Attorneys at Law

(5)
Estate Planning Services, Dental Practice Law, Lgbtq Estate Planning
“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!!”
Family Business
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
135 N Pennsylvania St #1100, Indianapolis, IN
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Bgbc Partners

Bgbc Partners

(9)
International, Business Succession Planning, Audit & Assurance
“He and his staff are always forward thinking and on top of all of the many details of our business.”
Licensed, BBB Rating: A+
In Business Since 1974
135 N Pennsylvania St Suite 2600, Indianapolis, IN
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Increditable Advisors

Increditable Advisors

(30)
  • Honest
  • Educate
  • Building
“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!”
Licensed
In Business Since 2020
22 E Washington St #640a, Indianapolis, IN
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Spectrum Financial Group

Spectrum Financial Group

(3)
Wealth Management, Individual Services, Life Insurance Planning
“I always leave feeling like my questions were answered and a positive outlook for the future.”
Licensed, BBB Accredited
In Business Since 1956
Accepts All Major Credit Cards
9000 Keystone Crossing # 620, Indianapolis, IN
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Creative Financial Group

Creative Financial Group

(4)
“They have built a relationship with my wife and I based on providing service and being very transparent with information and advice, providing good tools to stay informed and taking the time to get to know us and our financial needs.”
Licensed, BBB Rating: A+
In Business Since 2010
6838 S East St, Indianapolis, IN
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Bedel Financial Consulting

Bedel Financial Consulting

(25)
Young Affluent Professionals, Retirement Planning, Comprehensive Wealth Management
“I love this place for all of their assistance which may not have seemed like a lot, but the answers I were given will forever impact and change my future.”
Transparent Fees & Pricing
In Business Since 2000
8940 River Crossing Blvd Suite 120, Indianapolis, IN
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Simons Bitzer & Associates

Simons Bitzer & Associates

(8)
Family Office, Cash Flow Forecasting, Accounting
“I have the great fortune of working with Simons Bitzer as a sub-contractor (providing strategy and talent consulting services), which gives me the opportunity to see their work with a range of clients.”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts All Major Credit Cards, Check
8350 S Emerson Ave Suite 100, Indianapolis, IN
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Haywood Henn

Haywood Henn

“Delta Wealth CPAs is a tax and accounting firm that works with business owners to efficiently plan and prepare all your tax needs, both business and personal. Tax services offered by Delta Wealth CPAs are a separate offering than the investment and f...”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
8435 Keystone Crossing, Indianapolis, IN
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Avalon Wealth Advisory

Avalon Wealth Advisory

“Avalon is proud to be a fee only planning firm. We are paid only by our clients, which means we always have our client's best interest in mind. Click here to learn more about the fee only advantage.”
Licensed, BBB Rating: A+
In Business Since 2003
9775 Crosspoint Blvd # 110, Indianapolis, IN
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Wayfinder Financial

Wayfinder Financial

(14)
  • Investments
  • Goals
  • Confidence
“We've been working with Brandon and Russ informally and formally basically since Wayfinder launched, and they're both just incredibly available, thorough, responsive, and generous with their time.”
Transparent Fees & Pricing
In Business Since 2019
6519 Carrollton Ave, Indianapolis, IN
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Robert Addington CPA

Robert Addington CPA

(2)
IRS and State Audit Representation, Bookkeeping, Directions
“He has prepared my personal and company taxes for a number of years.”
Licensed, BBB Rating: A+
In Business Since 1991
Accepts Cash only
320 N Meridian St #619, Indianapolis, IN
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NYK Financial Services

NYK Financial Services

(14)
Tax Services, Accounting & Bookkeeping, Business Consulting
“During our meetings, he maps out all of our financial information and data, displays it to us on a large TV screen in his office, and describes each item in detail.”
Locally Owned & Operated
Licensed
In Business Since 2016
Transparent Fees & Pricing
10411 N College Ave, Indianapolis, IN
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MFG Wealth Management

MFG Wealth Management

(20)
Estate Planning, Retirement Planning, Portfolio Management
“Additionally, they not only desire to help others by managing their financial portfolio, but they truly enjoy explaining and teaching clients more about these topics.”
In Business Since 2009
6920 S East St, Indianapolis, IN
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Million & Co

Million & Co

“We are a full-service CPA firm licensed in Indiana. We are specialized in a broad range of services including accounting, bookkeeping, QuickBooks, payroll, tax and consulting for businesses and individuals. We customize our services to better fit you...”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 1989
Transparent Fees & Pricing
9100 Purdue Rd, Indianapolis, IN
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USA Business Lending

USA Business Lending

(8)
“As a commercial real estate investor I have found USA Business Lending is able to access best rates and terms plus their internal underwriting team is superb!”
Transparent Fees & Pricing
30+ Years Experience
5645 Castle Crk Pkwy Dr N, Indianapolis, IN
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Demaree Retirement Services

Demaree Retirement Services

(7)
Legacy Planning, Income Planning, Long-Term Care
“Since February of 2013 I have been very pleased with the Annuity services provided by Demaree Retirement Services on the American Equity Annuities held by my wife and I.”
In Business Since 2013
9465 Counselors Row Suite #200, Indianapolis, IN
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J. Galt Finance Suite

J. Galt Finance Suite

(6)
  • Credit
  • Business
“This is new territory for myself and my company, so I am beyond grateful that they have put together a step by step guide on how to achieve our goals and willing to break it down to level I need to understand.”
Free Initial Consultation
In Business Since 2021
3500 Depauw Blvd Ste. 1110, Indianapolis, IN
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Fire Financial Group

Fire Financial Group

(4)
“As both owner and operator of this company, he has been wonderful at explaining reasoning behind his decisions and other things related to the services I am getting through him.”
Transparent Fees & Pricing
In Business Since 2021
427 W 42nd St, Indianapolis, IN
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Snowbird Financial

Snowbird Financial

(8)
“Brian has been assisting with our investments for the last few years, he gives top notch service, not only does he do an excellent job with investments, he is truly provides comprehensive financial planning.”
In Business Since 2012
9165 Otis Ave Suite 219, Indianapolis, IN
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RDW Financial Group

RDW Financial Group

(3)
“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...”
Family Business
In Business Since 2005
777 Beachway Dr #108, Indianapolis, IN
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Core Wealth Advisors

Core Wealth Advisors

(2)
“Very knowledgeable about the stock market and tax strategy.”
Free Initial Consultation
In Business Since 2011
151 N Delaware St #1510, Indianapolis, IN
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Ronald Blue Trust | Indianapolis Financial Advisors

Ronald Blue Trust | Indianapolis Financial Advisors

(2)
What We Do
“Jeff & Mike were professional but friendly, were interested in our concerns & answered our questions.”
In Business Since 1997
9229 Delegates Row #200, Indianapolis, IN
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SBC Wealth Management

SBC Wealth Management

(1)
Estate Planning, Retirement Planning, Wealth Management
“My husband and I have been with them for more than 10 years and they continue to impress us by their knowledge and support.”
In Business Since 2013
2920 E 96th St, Indianapolis, IN
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Beck Financial Strategies

Beck Financial Strategies

(1)
“Finding a trustworthy financial planner that will truly work with you as a fiduciary is important, and BFS will take the time to educate and advise, and is very much looking out for my, and my clients', interest.”
Accepts All Major Credit Cards
In Business Since 2005
Offers Financing Options
5825 N Post Rd, Indianapolis, IN
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Retirement Planning and Investment Management Services in Indianapolis, IN Cost Estimates

Minimum cost
$1245
Maximum cost
$10583
National Average
$3735
Avg Per Hour Rates
$374
$2490
$6848
Average price range is based on 347 cost profiles
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Average Cost $3735
Minimum cost $1245
Maximum cost $10583
Avg Per Hour Rates $374

Average range $2490 to $6848 is based on 347 cost profiles.

Why these companies made our list

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