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Valley Group Wealth Management
“They gave me knowledgeable, practical expertise that helped me set up the right plan for my goals and values.”
Best Financial Advisors in Terre Haute, IN
24 firms listed · 7 in Terre Haute · 15 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Capital Planning Systems
“Gene and his associates are very knowledgeable regarding all aspects of financial planning.”
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The Volkers Group
“The support extended from our agent, Sonya, has been a good undergirding with respected interchanges.”
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Structured Wealth Management
“The advisors at Structured Wealth Management offer all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. ...”
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Swan Street Financial
“Very easy working with the staff my wife said”
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Larsson Woodyard & Henson
“LWH CPAs draws upon our experience and expertise in Accounting, Audit, Estate & Retirement Planning, and Tax services to earn the status of most-trusted advisor. We provide innovative solutions while focusing on client needs, quality, professionalism...”
The 24 firms listed for Terre Haute, 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: Terre Haute, IN
Of the 24 firms we list here, 7 are in Terre Haute itself and 17 come from towns including Bloomington (8, 50 mi), Louisville, KY (2, 129 mi) and Brazil (1, 14 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 444 reviews; 4 have 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (67%) and quality (63%). The services the firms on this page list most often on their websites are industries (3), services for quickbooks (3), tax services (3), business services (2) and estate planning (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 4 offer payment plans and 5 offer a free initial consultation. 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 Terre Haute 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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Investment Services
“Important Update for our Trust & Asset Customers: We're excited to announce we are upgrading your digital experience starting September 3, 2024, at 5:00 a.m. ET. The introduction of Global Wealth will affect both statements and our Client Portal.”
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Miller & Stewart
“I cannot speak highly enough of Les' quality service and personable approach to business.”
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Brown, Woodsmall & Hinkel
“Very professional and always willing to answer questions throughout the year as they arise.”
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Prairie Rivers Investments
“Our purpose is to enrich the lives of people we touch. By providing financial products and services that reduce risk and increase assets, we help individuals fulfill their responsibilities and build better tomorrows. Our culture is based on an unwave...”
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Stephen R. Miller CPA
- Pay
- Stars
- Know
“Steve has done our business taxes for 20 years and we are completely happy with his services and assistant Angel is a pleasure to deal with as well We would highly recommend him for easy or complex tax matters.”
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Like Law Group
- Knowledge
- Trust
- Will
“Michelle was the attorney we worked with and she was excellent; her and the team asked us very detailed questions regarding wishes, scenarios that we would have never thought of but that could present in the future but that we realized are extremely ...”
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Oremus Accounting an Oremus Corporation NA Company
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
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Comprehensive Financial Consultants
“Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged and may be proprietary in nature. It is intended only for the use of the named a...”
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Wellington Investment Advisors
- Sense
- Retirement
- Financial Advisor
“The staff is easily accessible and they schedule regular meetings between me and Paul Bullock for review of my accounts as well as helping to prepare me for the future.”
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Summit National Advisors
“But how does it work? It's simple. We have developed a cutting-edge payment processing platform that enables you to accept credit and debit card payments without incurring any fees. This game-changing solution is made possible by our innovative busin...”
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Teders & Quackenbush Wealth Management Group
“Our process embraces collaboration; it is rooted in integrity, and it thrives on compassion. Collaboration among trusted colleagues, our clients, and their legal, tax, and business counsel fosters insightful thinking and problem-solving, enabling us ...”
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First American Trust
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Malcolm Webb Wealth Management
“At Malcolm Webb Wealth Management, our priority is helping professors and other creative people manage their retirement assets and income. Our goal is to cultivate sustainable income, balanced with a meaningful legacy, so that our clients can focus o...”
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Halter Ferguson Financial
- Future
- Understand
- Retirement
“Meeting with Tiffany made us realize our dreams in our retirement years may need some tweaking but with her expertise and personalized attention to detail, adjustments were easily made.”
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McBeath Financial Group
- Goals
- Questions
- Taxes
“They stay on top of every detail and aspect of my portfolio and explain everything in plain terms that even the most novice of investor can understand.”
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Patterson & Company Cpas Pllc
- Proactive
- Small Business
- Team
“This is a company that truly cares about ensuring all employees have a great work/life balance and they have created an office environment and culture that made me excited to come to work every single day.”
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Creative Financial Group
- Strategy
- Confident
- Investments
“Andrew has seamlessly helped me consolidate and make sense of my investments while providing me with the knowledge for me to feel confident in the decisions I'm making.”
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Strategic Wealth Designers
- Ira
- Presentation
- Meeting
“The blog helped me understand some of the terminology and ideas behind different investment opportunities, and helped clarify some information about fiduciaries.”
Retirement Planning and Investment Management Services in Terre Haute, IN Cost Estimates
Minimum cost
$1074
Maximum cost
$9126
National Average
$3221
Avg Per Hour Rates
$323
$2148
$5905
Fair price range is based on 459 cost profiles
Why these companies made our list
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