Best Financial Advisors in Indianapolis

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
840+
Advisors
4.9/5.0
Average Rating

Indianapolis Financial Landscape

Indianapolis boasts a strong economy driven by sectors such as healthcare, manufacturing, and logistics. The city is a hub for sports and events, enhancing its economic landscape.

Major industries
Healthcare, Manufacturing, Logistics
Population
843K (metro: 2.0M)
Median household income
$56,000
Unique needs
Indianapolis requires a focus on healthcare innovation and infrastructure development to support its growing population.
Market Insights
Economic Growth
According to BEA (2023), Indianapolis has shown a steady economic growth rate of 3.2%, driven by healthcare and logistics sectors.
Wealth Demographics
According to Census (2023), the median household income in Indianapolis is approximately $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Indianapolis are increasingly specializing in retirement planning and healthcare-related financial services.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Indianapolis is 10% lower than the national average, making it an attractive option for families.
Real Estate Market
According to Zillow (2024), the Indianapolis real estate market has seen a 7% increase in home prices, indicating strong demand but potential bubble concerns.
Business Environment
According to Fortune (2024), Indianapolis is ranked among the top cities for business growth, with a favorable regulatory environment and access to talent.

Top 5 Financial Advisors in Indianapolis

Cooke Financial Group
★ ★ ★ ★ ★ 5
Bedel Financial Consulting
★ ★ ★ ★ ★ 5
Blue Trust | Indianapolis Financial Advisors
★ ★ ★ ★ ★ 5
Creative Financial Group
★ ★ ★ ★ ★ 5
CORE Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Indianapolis, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Indianapolis-Specific Expertise
For Indianapolis residents working in Healthcare, Manufacturing, Logistics, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Indianapolis's healthcare sector is booming but may face regulatory risks. Real estate is experiencing rapid growth, posing bubble risks. Prepare for tornadoes and flooding, and diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Indiana locations

Indianapolis Fort Wayne Evansville South Bend Carmel Fishers Bloomington Hammond