Best Financial Advisors in Terre Haute

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
60+
Advisors
4.9/5.0
Average Rating

Terre Haute Financial Landscape

Terre Haute's economy is diverse, with strengths in education, healthcare, and manufacturing. The city is strategically located along major transportation routes, enhancing its economic potential.

Major industries
Education, Healthcare, Manufacturing
Population
61K (metro: 61K)
Median household income
$45,000
Unique needs
Focus on economic diversification and addressing housing market stability.
Market Insights
Economic Growth
According to BEA (2023), Terre Haute's GDP growth has been steady, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Terre Haute is $45,000, reflecting a moderate economic landscape.
Advisor Specializations
Based on BLS (2023), local advisors are increasingly focusing on retirement planning and education funding.
Local Considerations
Cost of Living
According to BLS (2024), Terre Haute's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the real estate market is stable, but rising prices may indicate a potential bubble.
Business Environment
According to Fortune (2024), Terre Haute's business climate is improving, with initiatives supporting local startups and small businesses.

Top 5 Financial Advisors in Terre Haute

Swan Street Financial
★ ★ ★ ★ ★ 5
The Volkers Group
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Valley Group Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kyle J Simpson, AAMS®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Terre Haute, 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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Terre Haute-Specific Expertise
For Terre Haute 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
Terre Haute's reliance on education and healthcare sectors poses risks; diversify investments. Watch for housing market fluctuations and potential flooding issues.

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