Lafayette, IN

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Lafayette, IN
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Best Financial Advisors in Lafayette, IN

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Lafayette area.

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Girardot Strauch & Co CPA

Girardot Strauch & Co CPA

(16)
Business Services, Tax Services, Services For Individuals
“Have especially appreciated understandable answers to questions on complicated tax issues from Richard Bartholomew and the skill of Diana Lanman in pulling together the return.”
Transparent Fees & Pricing
In Business Since 1997
316 Main St, Lafayette, IN
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Summit Financial Group of Indiana

Summit Financial Group of Indiana

(3)
Succession Planning, Estate Planning, Retirement Planning
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
Licensed
Accepts All Major Credit Cards
In Business Since 2006
310 Ferry St, Lafayette, IN
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"Employees can only contribute $22,500 in 2023 pre-tax to all qualifying employer-sponsored plans. For those 50 and older, catch-up contributions may be possible." Explore our latest blog post to get more information about 403(b) retirement accounts! Click the link below to read our guide.

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Elements Wealth Management

Elements Wealth Management

(4)
“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”
In Business Since 1997
1527 Kossuth St, Lafayette, IN
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Madren Financial - Invst

Madren Financial - Invst

“At Madren Financial, we are committed to helping you achieve financial freedom. Our focus is on your TOTAL financial health. As your personal CFO, we will help you set and crush goals for you, your business, and your family, while keeping you protect...”
Free Initial Consultation
In Business Since 2023
3741 Rome Dr B, Lafayette, IN
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Turquoise Wealth Management

Turquoise Wealth Management

(2)
“Great people with a great mission.”
In Business Since 2018
300 Main St #401, Lafayette, IN
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Clarify Wealth Management

Clarify Wealth Management

(1)
“I worked with Tanner and he provided me with everything I needed and made it easy to understand.”
CFP Certified
In Business Since 2011
2925 Union St, Lafayette, IN
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Financial Partners Group

Financial Partners Group

“Transparent. Holistic. Ethical. We believe values matter, and we live by ours every day.”
Accepts All Major Credit Cards
In Business Since 2009
3721 Rome Dr Suite B, Lafayette, IN
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Bluesafe Financial

Bluesafe Financial

(5)
“They spend time educating each client on their services, analyzing products, and will make you feel comfortable with investment choices specific to each individual and family's needs and goals.”
In Business Since 2015
100 Saw Mill Rd # 2300, Lafayette, IN
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Stifel

Stifel

“Welcome to the Pathway Advisory Group. We're a team of veteran financial advisors committed to helping you navigate the path to your desired financial destination. Whether you're already retired, saving for retirement, making education plans for the ...”
In Business Since 2015
250 Main St #530, Lafayette, IN
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Lafayette Wealth Management Group - David Sharp

Lafayette Wealth Management Group - David Sharp

Lwmg Insurance, Wealth Planning
“We also provide transparent, side-by-side comparisons of retirement plan strategies to uncover the most efficient plan for your company.”
In Business Since 2015
2920 Conservation Club Rd, Lafayette, IN
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Security Federal Savings Bank Investment Division

Security Federal Savings Bank Investment Division

Executor of Estates, Trusts, Financial Guardianship
“We're excited to announce that we are transitioning to VISA as our new debit card provider! Be on the lookout for your new Visa® Debit card, which will be arriving in the mail between late August and early September. We'll be sharing details soon on ...”
Transparent Fees & Pricing
3920 McCarty Ln Suite B, Lafayette, IN
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Cornerstone Financial

Cornerstone Financial

Education Planning, Estate Planning, Investment Management
“Your goals and priorities should be the driver for how you use your resources, including your most valuable one — your time. We will work with you so we clearly understand you, your goals and concerns so we can develop a plan for your unique situatio...”
In Business Since 2016
2020 Union St Suite 400, Lafayette, IN
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The Schamber Group

The Schamber Group

“The Schamber Group, Inc. is an independent financial services firm located in Lafayette, Indiana. At Schamber Group, independence means freedom to structure our business in the best interest of our clients. We are not part of a large insurance compan...”
In Business Since 2010
3526 Osborne Dr suite b, Lafayette, IN
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Linc Financial Group

Linc Financial Group

“To be recognized for our extraordinary client care, exceeding their expectations. To provide the right protection for our clients is our primary concern, in their ever-changing needs, through our relationship commitment. We strive to make complex sit...”
In Business Since 2015
Serving Lafayette Area
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Seth Attinger CPA

Seth Attinger CPA

(7)
Business Services, Tax Services, Industries
“He helped us while we were in the military with earned income in multiple states, had rental property income and expenses, and had a personal business.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Free Initial Consultation
Serving Lafayette Area
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Oremus Accounting an Oremus Corporation NA Company

Oremus Accounting an Oremus Corporation NA Company

Outsourced Accounting, Tax Services, Industries
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2010
Serving Lafayette Area
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Bactrian

Bactrian

Business Services, Tax Services, Services For Individuals
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2022
Free Initial Consultation
Serving Lafayette Area
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The Resolution Center

The Resolution Center

(30)
  • Case
  • Kids
  • Wisdom
“I don't know how I would've gotten through such a trying time without their expertise and guidance, especially when maintaining a peaceful relationship for our kids during a divorce and beyond was crucial.”
Transparent Fees & Pricing
In Business Since 2013
Serving Lafayette Area
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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...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1989
9100 Purdue Rd, Indianapolis, IN
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Lewis Wealth Management

Lewis Wealth Management

(9)
  • Calls
  • Meetings
  • Risk
“I recommend Kevin Lewis at Lewis Wealth Management for anyone looking for assistance from an HONEST financial expert with an individualized approach who makes his clients' financial interests his priority.”
In Business Since 2017
1905 S New Market St Suite 156, Carmel, IN
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Hobbs Wealth Management

Hobbs Wealth Management

(12)
  • Goals
  • Retirement
  • Interest
“David always has our best interest in mind, even helping us find a Lawyer to update our Wills when needed, working hard to build up our portfolios, which have grown substantially, so we can retire early.”
In Business Since 2022
Serving Lafayette Area
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Mack Financial Group

Mack Financial Group

(2)
“He listened to my concerns and put together a couple of different options and made the process very easy.”
In Business Since 1999
3388 Founders Rd #100, Indianapolis, IN
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Storen Financial

Storen Financial

(3)
Tax Planning & Preparation, Business Services, Financial Planning & Investments
“I've just met with their Medicare specialist Ruth Hoffman and found her to be professional, knowledgeable, very helpful and just as importantly, acted as a fiduciary in advising us with our Medicare choices.”
In Business Since 2002
Serving Lafayette Area
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Driesbach Financial Group

Driesbach Financial Group

“We are a Brokerage General Agency, located in Indianapolis, Indiana, offering a full range of life insurance and financial products to Insurance and Financial Planning Professionals. Our exceptional products and services are designed to provide creat...”
In Business Since 2016
8777 Purdue Rd #117, Indianapolis, IN
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Retirement Planning and Investment Management Services in Lafayette, IN Cost Estimates

Minimum cost
$1109
Maximum cost
$9424
National Average
$3326
Avg Per Hour Rates
$333
$2218
$6098
Average price range is based on 478 cost profiles
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Average Cost $3326
Minimum cost $1109
Maximum cost $9424
Avg Per Hour Rates $333

Average range $2218 to $6098 is based on 478 cost profiles.

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Wealth Management Advisors near Lafayette

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