10 Best Trustworthy Financial Advisors In Indianapolis, IN

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It doesn’t matter how old you are; money and bills can be scary. The best decision would be to hire a financial advisor to help you manage your finances. Financial advisors can also assist you in managing and tracking your investment portfolio. However, there are many financial advisor in Indianapolis to choose from.

Worry not; this article will supply you with the top ten trustworthy financial advisor in Indianapolis, IN, to guide you in managing your finances for a secure future.

Top 10 Reputable Financial Advisor In Indianapolis, Indiana

1. Bedel Financial Consulting

Financial Advisor Indianapolis: Bedel Financial Consulting Logo
Bedel Financial Consulting Facebook Post
ServicesRetirement planning, investment management, and young affluent professionals
Location8940 River Crossing Boulevard Suite 120, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-843-1358
Email[email protected]

Bedel Financial Consulting is a comprehensive wealth management firm that helps the people of Indiana with their financial affairs. They are a fee-only firm dedicated to helping people of all ages. Unlike other financial firms, Bedel has a unique service of multi-generation planning where clients from affluent families can pass on their wealth to their future generations, ensuring the financial stability of their heirs.

Established in 1989, the firm has then grown to a team of 26 advisors. This close-knit team has allowed Bedel to maintain the firm’s quality. With decades of experience in the wealth management industry, this firm has the stability, strength, and security to guide you in any financial services. Based in Indiana, this firm should be one of your top options for a financial advisor.

2. SYM Financial Advisors

Financial Advisor Indianapolis: SYM Financial Advisors :ogo
SYM Financial Advisors Team Member
ServicesWealth planning, portfolio management, and private investments
Location9100 Keystone Crossing #560, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 800-888-7968
Email[email protected]

SYM Financial Advisors is an employee-owned firm that has been around since 1968. They offer their services to corporate executives, pre-retirees or retirees, healthcare professionals, business owners, and more in financial planning, strategic assessment, and investment management.

SYM Financial believes that its business models produce their clients’ greatest results. Additionally, this firm practices fee transparency with no concealed commissions. There is no question that they can help you with your financial goals, given their years of ethical practice and industry understanding.

3. Hoover Financial Advisors, Inc

Financial Advisor Indianapolis: Hoover Financial Advisors Logo
Hoover Financial Advisors Facebook post
ServicesFamily, retirement, and investment planning
Location3500 Depauw Boulevard Suite 1031, Indianapolis, IN 46268, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-871-8578
Email[email protected]

Hoover Financial Advisors is a financial advisor company based in Indianapolis. Hoover Financials has established its name by conducting extensive and continuous research on how financial service products work to give their clients the best financial strategy. Besides, each client’s financial plan is tailored to suit their needs.

The team of expert financial advisors in Hoover will help you with your financial affairs with its strategies and solutions. This firm offers many services, including general planning, business owner and executive planning, estate planning, and investment management.

4. Ronald Blue Trust

Financial Advisor Indianapolis: Ronald Blue Trust Logo
Ronald Blue Trust Website Post
ServicesFinancial planning, investment management, and family office services
Location9229 Delegates Row #200, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-582-0700
Email[email protected]

Ronald Blue Trust is a financial firm that is unorthodox from any other firm. This financial firm applies technical expertise and biblical wisdom to help clients make rational financial choices. The firm was founded by couple Judy and Rob Blue when they felt God wanted them to take a different path in their vocational journey.

Since its establishment in 1979, the Ronald Blue Trust now has 16 offices around the country. Also, the firm offers various financial services, such as business consulting, institutional investment, estate and trust services, and professional athlete services.

5. Axia Advisory

Financial Advisor Indianapolis: Axia Advisory logo
Axia Advisory Website Post
ServicesRetirement plan & investment management consulting and private wealth management
Location20 East 91st Street, #202, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (9.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-630-2800
Email[email protected]

Axia Advisory is a fee-only financial firm in Indianapolis that offers various financial services. The firm provides financial aid, such as pension consulting and financial planning services. The firm also provides portfolio management for pooled investment vehicles, individuals and small businesses, and businesses and institutional clients.

Furthermore, Axia has a skilled team to take on any financial project. The firm truly understands its role as fiduciaries and strives to assist business owners, and individuals in making wise decisions with their financials to fulfill their long-term goals.

6. Windsor Wealth Management

Financial Advisor Indianapolis: Windsor Wealth Management Logo
Windsor Wealth Management website Post
ServicesRetirement, investment, and risk management
Location500 E 96th St Suite 450, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-848-3005
Email[email protected] 

Windsor Wealth Management is one of Indianapolis’ most reputable wealth management firms. Since its establishment over 30 years ago, Windsor has provided services to assist clients in their financial journey.

The firm takes no commissions to provide unbiased advice and solutions to its clients. They are a tech-savvy team who is knowledgeable and does ongoing studies in many different financial areas. Moreover, there are many specialists on their team, allowing them to produce quality financial strategies and solutions for clients.

7. WealthPoint Advisors

Financial Advisor Indianapolis: WealthPoint Advisors Logo
WealthPoint Advisors Facebook Post
Services Wealth management, financial planning, and investment advice
Location8520 Allison Pointe Boulevard Suite 230, Indianapolis, IN 46250, United States
Operation HoursMonday – Friday (8.30 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-818-1040

WealthPoint Advisors is a fee-only Registered Investment Advisor based in Indianapolis. The firm is a highly reputable financial planning company that strives to provide its services for the local community. Their services are centered around high-net-worth individuals, retirement planning, and corporation and non-profit organizations.

Furthermore, WealthPoint believes that each client’s needs are different and unique, providing them with custom plans and solutions. In addition, their financial advisors are highly knowledgeable and experienced to take on any financial project and assist clients when they face financial complexity.

8. SBC Wealth Management

Financial Advisor Indianapolis: SBC Wealth Management Logo
SBC Wealth Management Leaders
ServicesRetirement planning, investment management, and institutional service
Location2920 E 96th Street, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 866-818-1028
Email[email protected]

SBC Wealth Management is a leading wealth management firm that goes above and beyond to help its clients to improve and conserve their lifestyles. SBC Wealth Management has established its name by always prioritizing its clients and providing top-notch service. The firm offers comprehensive financial services from wealth management to corporate financial education.

Furthermore, SBC has both skilled and experienced wealth advisors and multigenerational expertise. This gives clients a sense of confidence and trust as the advisors in this firm are highly experienced in many areas. Moreover, with 40 years of experience, SBC strictly practices transparency and operates on a flat-fee business model.

SBC offers private client services to clients with complex situations requiring a different approach or solution. The firm’s professionalism makes it one of the best financial advisor firms in Indianapolis.

9. Strategic Wealth Designers

Financial Advisor Indianapolis: Strategic Wealth Designers Logo
Strategic Wealth Designers Facebook Post
ServicesFinancial services, property & casualty insurance, and tax planning
Location9025 River Road Ste 120, Indianapolis, IN 46240, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-644-0876
Email[email protected]

Strategic Wealth Designers is one of the most trustworthy financial firms in Indianapolis. Matthew Dicken founded the company to aid retirees and pre-retirees in securing their financial futures. This company provides comprehensive services for the local community of Indianapolis.

Since its establishment in 2002, the firm has expanded and has locations in 10 states with clients throughout the country. This company practices transparent conversations among clients and advisors to avoid miscommunications and provide the best financial strategies suitable for each client.

With the years of experience and knowledge that this firm possesses, there is no doubt that it can take on any financial project and execute it with the highest standard of success.

10. Baird Private Wealth Management

Financial Advisor Indianapolis: Baird Private Wealth Management logo
Baird Private Wealth Management Facebook Post
ServicesWealth & asset management, and investment banking
Location10 W Market St Suite 2450, Indianapolis, IN 46204, United States
Operation HoursMonday – Friday (9.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 317-464-8400
Email[email protected]

Baird Private Wealth Management is one of the best employee-owned financial firms. Founded in 1919, Baird has provided trustworthy financial advice and services across generations with exceptional work results.

Furthermore, Baird always prioritizes its client’s interest and understand them to provide quality advice and resources for their clients to make wise decisions about their financial future. The clients in Baird consist of individuals, families, and even business owners from the United States and worldwide. Baird Private Wealth Management has locations on three continents to serve clients with specialized needs. Besides, the firm’s goal is to provide top-notch financial services and build a long-lasting client and advisor relationship with its clients.

Achieve A Secure Future with This Financial Advisor In Indianapolis, IN!

Well, there you have it. These are the top ten financial advisors in Indianapolis. Therefore, with the guidance of our list, we hope you can discover the best financial advisor in Indianapolis that suits your financial needs! With financial advisors, you can unwind as your financial future is secured.

If you are looking for roofing companies to fix your leaky roof, we’ve got you covered! Check out our article on the Top 12 Roofing Companies in Indianapolis, IN for a Better Home to get started.

FAQs about Financial Advisor In Indianapolis, IN

How do I choose a financial advisor?

Choose the advisor you trust and feel confident about their experience, expertise, and credentials. When looking for financial advisors for specialized advice, make sure to look for advisors that specialize in that area.

Is consulting a financial advisor worth the cost?

If you are still determining about managing your finances and investing them for your future, then hiring a financial advisor would be worth it.

Do I need a financial advisor if I don’t have much money?

Hiring a financial advisor can be beneficial even if you don’t have much money. This is because they can suggest tax credits or different tax advantages that may benefit you as a low-income individual.

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