Wealth Strategies
“Very knowledgeable and make the financial planning process easy and specific to my family needs!!”
Best Financial Advisors in Muncie, IN
10 firms listed · 8 in Muncie · 7 rated 4.5+ · 2 show a license
Data verified October 16, 2026
David P Gilliam & Associates
“Sam Cambell not only did that he now has it set up for my employees to also be able to have retirement where I can match them, I can't recommend the entire team over at David Gilliam and Associates enough.”
Cardinal CPA Group
“We love their desire to go above and beyond.”
Troy A. Helm, Financial Advisor
Cardinal Capital Management
Comprehensive Financial Services
“They are friendly, flexible with my busy schedule, and always available for financial advice!”
The 10 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 10 firms we list here, 8 are in Muncie itself and 2 come from Yorktown (6 mi). 8 of the firms on this page have a rating, from 3.7 to 5.0 across 31 reviews; 7 are rated 4.5 or higher. 2 show a license on their websites. 6 have ten or more years of experience, the longest 44 years. 1 is family- or locally-owned. We have a website on file for 9 of the firms on this page; 8 publish a contact page and 6 list a public email. 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 Muncie listed here?
8 of the 10 firms are located in Muncie. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Onieal and Associates
White River Wealth Advisors
Baize Financial Concepts
“Eric is an absolutely fantastic person and is very dedicated to his work.”
Integrity Advisors
“We have been working with Doug and Mike for years and have found them personable and professionally competent.”
Why these companies made our list
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