Best Financial Advisors near Richmond, IN
We have one firm in Richmond on file, and it is on this list, along with 9 from towns including Greenville, OH (3, 24 mi), Oxford, OH (3, 24 mi) and Liberty (1, 12 mi).
5 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Caskey Financial Group
May Financial Group
“Trent is the most knowledgeable caring person to help you and guide you through your financial decisions.”
Fry & Company
“They have done three generations of family members from personal returns to a variety of business returns as well as tax strategy and planning.”
Financial Achievement Services
“They even took the paper documents out of my car and took them to the garbage.”
Behnken Financial Services
“Tyler is knowledgeable, strategic, and truly takes the time to understand my goals and risk tolerance rather than offering one-size-fits-all advice.”
The 10 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
5 of the 10 firms on this page have a rating, and all of them are rated 5.0, across 41 reviews. 2 show a license on their websites. 8 have ten or more years of experience, the longest 30 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; all 10 list a public email and 2 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?
2 of the 10 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.
Preferred Planning Associates
Shoker Investment Counsel
Pathway Financial Planning
Barbara Vonderheide
“She really knows what she is talking about!”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
