Best Financial Advisors in Muncie

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
70+
Advisors
4.6/5.0
Average Rating

Muncie Financial Landscape

Muncie's economy is anchored by education, healthcare, and manufacturing. The city is experiencing gradual growth, driven by local universities and small businesses.

Major industries
Education, Healthcare, Manufacturing
Population
70.3K (metro: 703.2K)
Median household income
$45,000
Unique needs
Focus on diversifying the local economy and addressing housing affordability.
Market Insights
Economic Growth
According to BEA (2023), Muncie's economy is projected to grow at a rate of 2.5% annually, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Muncie is $45,000, with a significant portion of the population living below the national average.
Advisor Specializations
Based on BLS (2023), financial advisors in Muncie are increasingly specializing in retirement planning and educational savings.
Local Considerations
Cost of Living
According to BLS (2024), Muncie's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Muncie's real estate market is stable, with home prices averaging $150,000, but affordability remains a concern.
Business Environment
According to Fortune (2024), Muncie's business climate is improving, with new incentives attracting small businesses and startups.

Top 5 Financial Advisors in Muncie

David P Gilliam & Associates Inc
★ ★ ★ ★ ★ 5
Tyler Wealth Management
★ ★ ★ ★ ★ 5
Eagle Flight Wealth Management
★ ★ ★ ★ ★ 5
Raymond James & Associates
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Dean E Meyers, CFP®|AAMS®|CKA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Muncie, 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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Muncie-Specific Expertise
For Muncie residents working in Education, Healthcare, Manufacturing, 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
Muncie's reliance on education and manufacturing poses risks; housing market may face pressure from economic shifts. Prepare for flooding and diversify investments.

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