How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Columbus, Indiana

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Columbus, Indiana, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Columbus, Indiana

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Columbus, Indiana

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC7310 Turfway RoadFlorence, KY 41042	N/A	$205,600,000,000	Not Specified	Fee-Only

Financial Advisor

Edelman Financial Engines, LLC7310 Turfway RoadFlorence, KY 41042

ExperienceN/A

AUM$205,600,000,000

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Columbus, Indiana

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Location

7310 Turfway Road,Suite 550,Florence,KY 41042

Phone Number

877-208-7414

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Columbus, Indiana

Columbus, Indiana is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Columbus, Indiana are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Columbus, Indiana, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


40/86 ADVISORS, INC.Carmel, IN	78	15	$26,678,534,447	A percentage of AUM, Performance Based
ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN	37	10	$25,872,395,406	A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
SANCTUARY ADVISORS, LLCIndianapolis, IN	643	49099	$22,024,300,000	A percentage of AUM, Hourly charges, Fixed fees
OXFORD FINANCIAL GROUP, LTDCarmel, IN	150	6270	$18,201,054,484	A percentage of AUM, Fixed fees
SAPIENT CAPITAL LLCIndianapolis, IN	56	5947	$11,439,805,300	A percentage of AUM, Fixed fees, Performance Based
VALEO FINANCIAL ADVISORS, LLCCarmel, IN	155	18918	$8,944,535,606	A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN	42	2231	$4,946,760,100	A percentage of AUM, Fixed fees
MJ RETIREMENTCarmel, IN	11	314	$4,412,477,143	A percentage of AUM, Fixed fees
SYM FINANCIAL ADVISORSWinona Lake, IN	75	5346	$4,055,387,303	A percentage of AUM, Fixed fees
THURSTON SPRINGER ADVISORSIndianapolis, IN	68	4342	$3,957,978,217	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
WINTHROP CAPITAL MANAGEMENTCarmel, IN	27	790	$3,796,591,805	A percentage of AUM, Hourly charges, Fixed fees
CX INSTITUTIONAL, LLCAuburn, IN	92	10518	$3,337,998,958	A percentage of AUM, Fixed fees
GOELZER INVESTMENT MANAGEMENTCarmel, IN	36	1690	$3,159,426,779	A percentage of AUM, Fixed fees
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN	15	16	$2,897,334,642	A percentage of AUM
DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN	61	1716	$2,677,442,196	A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)

Firm Name

40/86 ADVISORS, INC.Carmel, IN

No. of Advisors78

AUM$26,678,534,447

No. of Clients15

Fee StructureA percentage of AUM, Performance Based

Firm Name

ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN

No. of Advisors37

AUM$25,872,395,406

No. of Clients10

Fee StructureA percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)

Firm Name

SANCTUARY ADVISORS, LLCIndianapolis, IN

No. of Advisors643

AUM$22,024,300,000

No. of Clients49099

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

OXFORD FINANCIAL GROUP, LTDCarmel, IN

No. of Advisors150

AUM$18,201,054,484

No. of Clients6270

Fee StructureA percentage of AUM, Fixed fees

Firm Name

SAPIENT CAPITAL LLCIndianapolis, IN

No. of Advisors56

AUM$11,439,805,300

No. of Clients5947

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VALEO FINANCIAL ADVISORS, LLCCarmel, IN

No. of Advisors155

AUM$8,944,535,606

No. of Clients18918

Fee StructureA percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)

Firm Name

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN

No. of Advisors42

AUM$4,946,760,100

No. of Clients2231

Fee StructureA percentage of AUM, Fixed fees

Firm Name

MJ RETIREMENTCarmel, IN

No. of Advisors11

AUM$4,412,477,143

No. of Clients314

Fee StructureA percentage of AUM, Fixed fees

Firm Name

SYM FINANCIAL ADVISORSWinona Lake, IN

No. of Advisors75

AUM$4,055,387,303

No. of Clients5346

Fee StructureA percentage of AUM, Fixed fees

Firm Name

THURSTON SPRINGER ADVISORSIndianapolis, IN

No. of Advisors68

AUM$3,957,978,217

No. of Clients4342

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm Name

WINTHROP CAPITAL MANAGEMENTCarmel, IN

No. of Advisors27

AUM$3,796,591,805

No. of Clients790

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

CX INSTITUTIONAL, LLCAuburn, IN

No. of Advisors92

AUM$3,337,998,958

No. of Clients10518

Fee StructureA percentage of AUM, Fixed fees

Firm Name

GOELZER INVESTMENT MANAGEMENTCarmel, IN

No. of Advisors36

AUM$3,159,426,779

No. of Clients1690

Fee StructureA percentage of AUM, Fixed fees

Firm Name

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN

No. of Advisors15

AUM$2,897,334,642

No. of Clients16

Fee StructureA percentage of AUM

Firm Name

DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN

No. of Advisors61

AUM$2,677,442,196

No. of Clients1716

Fee StructureA percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?