Best Financial Advisors in Muncie, IN

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Muncie area.

Miller & Company Accounting & Tax Services

Miller & Company Accounting & Tax Services

(7)
Business Services, Services For Individuals, Quickbooks Services
“All of the staff at Miller and Company are very helpful and knowledgeable, and friendly.”
In Business Since 1987
Transparent Fees & Pricing
Family Business
Offers Financing Options
3300 N Lanewood Dr, Muncie, IN
i
Troy A. Helm, Financial Advisor

Troy A. Helm, Financial Advisor

(1)
Summit Financial Network Client Login, Featured Links, Tell A Friend
“Very knowledgeable and helpful.”
In Business Since 2009
Transparent Fees & Pricing
3301 W Purdue Ave D, Muncie, IN
i
Estep Burkey Simmons

Estep Burkey Simmons

(1)
“Excellent, professional but friendly prompt service.”
In Business Since 2003
Accepts All Major Credit Cards
Transparent Fees & Pricing
111 W Adams St #103, Muncie, IN 47305
i
Cardinal CPA Group

Cardinal CPA Group

(1)
Assurance Services, TAX, Credit Union Compliance
“Nice office, staff, and location.”
In Business Since 2018
330 E Main St #1, Muncie, IN
i
Wealth Strategies

Wealth Strategies

(1)
Working With You, Retirement Planning, Worksite Education
“Downtown financial investment advice and services.”
In Business Since 1985
Licensed
Accepts All Major Credit Cards
207 N High St, Muncie, IN
i
David P Gilliam & Associates

David P Gilliam & Associates

(1)
Asset Management, Long-Term Care, Retirement Planning
“David is the BEST.”
In Business Since 2003
2600 W Jackson St, Muncie, IN
i
Eagle Flight Wealth Management

Eagle Flight Wealth Management

Take Control of Your Retirement
“This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.”
In Business Since 2011
1917 W Royale Dr, Muncie, IN
i
Martin Insurance - Tanner Coulter

Martin Insurance - Tanner Coulter

Personal Insurance, Commercial Insurance, Agribusiness Insurance
“We do our job best when we know our client well. We take the time to learn not only the ins and outs necessary for coverage, but who you are and what is important to you. This is what separates us from the pack and allows us to perfectly tailor insur...”
In Business Since 2018
Family Business
3409 W Bethel Ave, Muncie, IN
i
Comprehensive Financial Services

Comprehensive Financial Services

(3)
“Helpful, caring and honest people to help you walk through a difficult web of financial issues.”
3591 N Briarwood Ln # A, Muncie, IN
i
Onieal and Associates

Onieal and Associates

“Whether you are just starting to save for your future, or are a seasoned investor, Mike Onieal, Onieal and Associates, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment ...”
In Business Since 2010
1416 W Jackson St, Muncie, IN
i
Cardinal Capital Management

Cardinal Capital Management

Wealth Management, Financial Planning, Other Services
“Cardinal Capital Management, LLC, is a fee-based Registered Investment Advisor headquartered in Muncie, IN. Serving clients across the United States, Cardinal Capital Management strives to excel in helping high-net-worth individuals navigate through ...”
In Business Since 2013
Accepts All Major Credit Cards
330 E Main St, Muncie, IN
i
Harber Group

Harber Group

(2)
“Excellent personalized service with very impressive results.”
In Business Since 2010
12 W 13th St, Anderson, IN
i
Baize Financial Concepts

Baize Financial Concepts

(8)
“The staff at Baize Financial Concepts do all the research and studying to make sure that their clients have the best available financial options, whether it be planning for retirement or purchasing a home”
In Business Since 2007
Licensed
Serving Muncie Area
i
E.K. Riley Investments

E.K. Riley Investments

Serving Muncie Area
i
Integrity Advisors

Integrity Advisors

Serving Muncie Area
i
Retters Tax & Data Solutions

Retters Tax & Data Solutions

(2)
Business Services, Tax Services, Industries
“We have used Retter's the past few years and always have been happy with their services!”
In Business Since 2008
Transparent Fees & Pricing
Free Initial Consultation
Serving Muncie Area
i
Servant Solutions

Servant Solutions

(1)
“Solid advice for my finances and future.”
In Business Since 2011
2902 Enterprise Dr #100, Anderson, IN
i
Masthead Advisory Group

Masthead Advisory Group

(1)
“They are honest, trustworthy, and incredibly knowledgeable.”
In Business Since 2010
Serving Muncie Area
i
Shoreline Wealth Advisors

Shoreline Wealth Advisors

Wealth Management, Business Wealth, Accounting & Tax Services
“This is also why we view the individuals and families we work with as much more than “clients.” They are our friends, neighbors, family stewards, fellow professionals and business owners—and we partner with them as dedicated helpers across all phases...”
In Business Since 1998
Serving Muncie Area
i
Midwest AG Finance

Midwest AG Finance

Online Banking, Bill Pay, Home Equity Online Access
“Beacon Ag Group, a department of Beacon Credit Union, a financial services company, is committed to the needs of agriculture. We employ creative approaches and old-fashioned personal service to help you determine the best solution for your needs. We ...”
In Business Since 2002
Transparent Fees & Pricing
Serving Muncie Area
i
Steele Financial

Steele Financial

Serving Muncie Area
i
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.”
In Business Since 2003
Licensed, BBB Rating: A+
9775 Crosspoint Blvd # 110, Indianapolis, IN
i
Dickmann Reason Bogigian & White

Dickmann Reason Bogigian & White

(19)
Estate Planning, Asset Protection Planning, Probate
“Our Family has used Dickman, Reason, Bogigian & White for many years for our parents Estate Planning needs & most recently when we needed help navigating the Medicaid process for our Mother's long term care.”
In Business Since 2015
Serving Muncie Area
i
Knepp Financial Group

Knepp Financial Group

(8)
“I have recommended this company to several of my friends and they are so greatful to work with a crew who is professional, detailed oriented, and makes them feel completely satisfied with the finance strategy provided by Jon-Jon and his staff.”
In Business Since 2010
Licensed
Transparent Fees & Pricing
11413 Lantern Rd, Fishers, IN
i

Retirement Planning and Investment Management Services in Muncie, IN Cost Estimates

Minimum cost
$1100
Maximum cost
$9345
National Average
$3299
Avg Per Hour Rates
$330
$2199
$6047
Fair price range is based on 413 cost profiles
Click to copy
Successfully copied!
Average Cost $3299
Minimum cost $1100
Maximum cost $9345
Avg Per Hour Rates $330

Fair range $2199 to $6047 is based on 413 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top