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Eagle Flight Wealth Management
“They are thoughtful and treat each customer with respect and thoughtfulness.”
Best Financial Advisors in Muncie, IN
24 firms listed · 9 in Muncie · 3 open weekends · 19 rated 4.5+ · 5 show a license
Data verified October 16, 2026
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Troy A. Helm, Financial Advisor
“Very knowledgeable and helpful.”
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Cardinal CPA Group
“Nice office, staff, and location.”
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Wealth Strategies
“Downtown financial investment advice and services.”
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David P Gilliam & Associates
“David is the BEST.”
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Cardinal Capital Management
The 24 firms listed for Muncie, 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: Muncie, IN
Of the 24 firms we list here, 9 are in Muncie itself and 15 come from towns including Fishers (4, 34 mi), Indianapolis (3, 49 mi) and Yorktown (2, 4 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 169 reviews; 19 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3) and estate planning (2). 5 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 44 years. 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 20 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.
Do firms listed for Muncie take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Comprehensive Financial Services
“Helpful, caring and honest people to help you walk through a difficult web of financial issues.”
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White River Wealth Advisors
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Onieal and Associates
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Harber Group
“Excellent personalized service with very impressive results.”
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Baize Financial Concepts
- Team
- Honest
- Mind
“💰💰💰💰💰💰 No seriously if you're looking for a financial planner, there's no need to look any further they will be honest with you and realistic with you about your financial situation, if you're reading this, give them a try and put your mind at ease a...”
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Integrity Advisors
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Masthead Advisory Group
“They are honest, trustworthy, and incredibly knowledgeable.”
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Rockford Group Investment Advisor
“He's patient, diligent, and listens to what's important to you and your situation; he then advises based on what fits your specific needs and goals.”
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Midwest AG Finance
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Shoreline Wealth Advisors
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Blue River Financial
- Taxes
- Resources
- Client Portal
“I personally have utilized the various options for phone calls, zoom calls, and in person meetings that work around my busy schedule to ensure all my tax needs are met.”
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Avalon Wealth Advisory
“I highly recommend speaking with him if you are interested in help with financial/retirement planning or any other related services.”
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Absolute Wealth Management
- Tax
- CPA
- Company
“Very good place”
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Knepp Financial Group
- Questions
- Decisions
- Team
“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.”
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Blend Wealth
- Team
- Investment
- Faith
“In these 4 months, we have reinvested all my accounts , had a 3rd party insurance analysis to update my term life insurance coverage, and we have completed estate planning by creating a trust/wills/healthcare directives for my family”
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Snowbird Financial
“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.”
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Brightside Financial Care
- Coaching
- Workshop
- Expertise
“We deeply appreciate the help in bringing up our financial/personal accounting skill level, and will be periodically checking in during the months ahead to help ensure that we are getting the most from the YNAB platform thanks to Brightside Financial...”
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BBK Wealth Management
- Advice
“Whether you've never had a financial advisor before or you're just looking for a planner that will give you the time you need, Tyler and his team do a great job.”
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
Why these companies made our list
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