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Best Financial Advisors near Richmond, IN
We have one firm in Richmond on file, and it is on this list, along with 23 from towns including Muncie (5, 37 mi), Greenville, OH (3, 24 mi) and Oxford, OH (3, 24 mi).
18 rated 4.5+ · 4 show a license
Data verified October 16, 2026
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Lighthouse Financial Group
“I would recommend them to anyone who works somewhere that doesn't offer benefits, is looking to get more life insurance, or someone who is new to Medicare Supplements and wants to look at all their options!”
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Caskey Financial Group
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Fry & Company
- Payroll
- Planning
“For over 25 years… great company with friendly staff…always helpful and responsive in finding answers to my questions; top quality work; they handle all of my accounts with great care and professionalism; I highly recommend Fry & Co.”
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May Financial Group
“I've known and networked with Trent May for a couple of years and I can vouch for his knowledge and passion for the field of financial consulting and investing.”
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Financial Achievement Services
“Have used Financial Achievements for about 10 years.”
The 24 firms listed for Richmond, 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: Richmond, IN
19 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 167 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (90%) and value (75%). The services the firms on this page list most often on their websites are financial planning (4), retirement planning (4), tax planning (3), estate planning (2) and payroll services (2). 4 show a license on their websites and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 49 years. 1 offers payment plans; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 23 list a public email and 5 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 Richmond take financial planning bookings online?
5 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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Behnken Financial Services
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Pathway Financial Planning
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Shoker Investment Counsel
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Preferred Planning Associates
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Primerica Financial Services Branch
- Financial Freedom
- Company
“I love the freedom that Primerica gives me and the tools I am learning how to become Financially independent and the love the fact I know my family is properly protected!!!!”
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Vanweelden Financial Group
- Success
- Goals
- Information
“The bias to protect against unsustainable losses and planning over a very long horizon provides the confidence that we value as we head towards retirement.”
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John F Dickey & Co Cpa's
“They have helped us through some trying times we couldn't have done it without them.”
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Rik Saylor Financial
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Gudorf Financial Group
- Educate
- Retirement
- Knowledge
“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”
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Eagle Flight Wealth Management
“They are thoughtful and treat each customer with respect and thoughtfulness.”
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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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Troy A. Helm, Financial Advisor
“Very knowledgeable and helpful.”
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Baker & Associates
“Receive excellent service from Bill Vidourek who has been my tax person for years!”
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Barbara Vonderheide
“Barb does a great job!!”
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National Retirement Consultants
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Stevens Investment Group
“Great Service”
Retirement Planning and Investment Management Services in Richmond, IN Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 276 cost profiles
Why these companies made our list
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