Bedel Financial Consulting offers a high-touch, fee-only approach to wealth management. Their team specializes in helping high-net-worth individuals navigate complex financial decisions with transparency and personalized strategies.
Top Financial Planners in Indianapolis, Indiana - June 2026
USA / Indiana / Indianapolis
Discover the leading financial planners in Indianapolis, Indiana, dedicated to securing your financial future. Our curated list helps you find expert advisors for retirement, wealth management, and investment planning.
Comprehensive fee-only financial planning and investment management.
Details
- Year Founded: 1989
- Employees: 11-50
- Price Range: $$$$
- Phone: +13178441488
- Email: info@bedelfinancial.com
About the Company
Pros
- Fee-only structure
- Comprehensive planning approach
Cons
- High account minimums
- Limited availability for small portfolios
Retirement planning and wealth management experts.
Details
- Year Founded: 1995
- Employees: 10-25
- Price Range: $$$
- Phone: +13175801900
- Email: contact@kahnsfinancial.com
About the Company
Kahn's Financial provides tailored retirement planning solutions. They are well-regarded for their analytical approach to market volatility and focus on securing long-term financial stability for their clients.
Pros
- Strong retirement focus
- Data-driven strategies
Cons
- Conservative investment style
- Can feel overly formal
Strategic wealth management and tax-efficient planning.
Details
- Year Founded: 2005
- Employees: 25-50
- Price Range: $$$$
- Phone: +13178051200
- Email: info@wealthpointadvisors.com
About the Company
WealthPoint Advisors excels at integrating tax planning with asset management. They take a holistic view of the client's financial picture, ensuring that tax efficiency is at the forefront of every recommendation.
Pros
- Tax-centric planning
- Dedicated client portals
Cons
- Complex fee structure
- High minimum investment
Independent, fee-only comprehensive wealth management firm.
Details
- Year Founded: 2003
- Employees: 50-100
- Price Range: $$$$
- Phone: +13175661100
- Email: info@valeofinancial.com
About the Company
Valeo focuses on true independence and fiduciary responsibility. Their team provides holistic planning that spans tax, estate, and investment management, built on long-lasting relationships with their clients.
Pros
- True fiduciary status
- Holistic planning
Cons
- High demand leads to longer wait times
- Minimum asset requirements
Investment-focused planning for professionals.
Details
- Year Founded: 1998
- Employees: 1-10
- Price Range: $$
- Phone: +13178440055
- Email: contact@koppadvisors.com
About the Company
Kopp Advisors offers professional investment management with a focus on market trends and risk management. Ideal for busy professionals looking for a hands-off approach to managing their long-term financial assets.
Pros
- Market expertise
- Simplified portfolio management
Cons
- Less focus on holistic life planning
- Moderate fee levels
Large-scale financial planning for individuals and businesses.
Details
- Year Founded: 1807
- Employees: 200+
- Price Range: $$$
- Phone: +13175672001
- Email: info@westpoint.com
About the Company
WestPoint provides a vast array of resources, backed by a large national organization. They specialize in business succession planning and large-scale wealth transfer strategies for families.
Pros
- Extensive resources
- Broad range of services
Cons
- Can feel like a corporate firm
- Less personalized than small boutiques
Fee-only advisory focusing on sustainable growth.
Details
- Year Founded: 2012
- Employees: 1-10
- Price Range: $$
- Phone: +13172555500
- Email: info@symmetryfp.com
About the Company
Symmetry focuses on evidence-based investing and sustainable financial growth. They prioritize low-cost, tax-efficient investment vehicles to ensure more of the client's wealth stays in their portfolio.
Pros
- Low cost structure
- Evidence-based approach
Cons
- Minimal marketing presence
- Niche focus
Long-term goal setting and investment strategy.
Details
- Year Founded: 2015
- Employees: 10-20
- Price Range: $$$
- Phone: +13173339900
- Email: contact@marathonwealth.com
About the Company
Marathon Wealth helps clients reach their financial milestones through disciplined planning. Their team is dedicated to educating clients on every aspect of their financial strategy, fostering confidence.
Pros
- Educational focus
- Transparent process
Cons
- Fewer investment product options
- Standard reporting
Financial planning designed for every life stage.
Details
- Year Founded: 2008
- Employees: 11-30
- Price Range: $$$
- Phone: +13176634400
- Email: team@truewealthindy.com
About the Company
True Wealth Advisors specializes in generational wealth planning. Whether you are starting a career or planning for retirement, they offer customized solutions that grow alongside your needs.
Pros
- Cross-generational approach
- Client-centric
Cons
- Can be expensive for minor planning needs
- Regional focus
Strategic advisory for complex financial situations.
Details
- Year Founded: 2001
- Employees: 20-50
- Price Range: $$$$
- Phone: +13175812200
- Email: info@meridianwealth.com
About the Company
Meridian Wealth Advisors serves individuals with high-complexity portfolios. They offer sophisticated tax and estate planning integrated with aggressive growth strategies for high-net-worth clients.
Pros
- Sophisticated planning
- Good for complex estates
Cons
- Very high entry point
- Limited communication for small accounts
Personalized service for families and individuals.
Details
- Year Founded: 2011
- Employees: 5-15
- Price Range: $$
- Phone: +13172283000
- Email: support@pinnacleindy.com
About the Company
Pinnacle offers a boutique experience for families seeking stability. Their primary focus is protecting capital while providing steady growth through diversified portfolio allocation.
Pros
- Personalized touch
- Focus on capital preservation
Cons
- Limited tech integration
- Small team
Reliable and traditional wealth management services.
Details
- Year Founded: 1999
- Employees: 15-30
- Price Range: $$$
- Phone: +13177709999
- Email: contact@cornerstonewealth.com
About the Company
Cornerstone emphasizes traditional planning methodologies. If you prefer a face-to-face, old-school advisor who handles every detail of your financial life, this firm is an excellent choice.
Pros
- Reliable service
- Strong communication
Cons
- Traditional approach can feel outdated
- Slow digital adoption
Capital management for growing businesses and families.
Details
- Year Founded: 2006
- Employees: 10-25
- Price Range: $$$
- Phone: +13174238800
- Email: info@beaconcapital.com
About the Company
Beacon Capital provides high-quality investment management and financial advice. They have built a strong local reputation by prioritizing long-term growth and risk-adjusted returns.
Pros
- Good risk-adjusted returns
- Local presence
Cons
- Smaller firm staff
- Standard service offerings
Focused on life-based financial planning.
Details
- Year Founded: 2010
- Employees: 20-40
- Price Range: $$$
- Phone: +13179201000
- Email: admin@summitwealth.com
About the Company
Summit Wealth Partners aligns financial resources with life goals. Their strategy is to manage assets to support the life you want, using financial planning as a roadmap rather than just numbers.
Pros
- Life-based philosophy
- Excellent planning tools
Cons
- Higher management fees
- Niche focus
Future-oriented wealth strategies for diverse clients.
Details
- Year Founded: 2014
- Employees: 5-10
- Price Range: $$
- Phone: +13173005500
- Email: hello@horizonwealth.com
About the Company
Horizon Wealth focuses on long-term horizon goals. Their advisors are known for being patient and helping clients stay on track during short-term market fluctuations.
Pros
- Long-term strategy
- Patient client care
Cons
- Less proactive in short-term trading
- Basic service model
Are you listed here?
Choose your badge style and add it to your website.
Preview
📋 Your Embed Code
Frequently Asked Questions
FAQ
- What services do financial planners in Indianapolis offer?
They provide retirement planning, investment management, tax strategies, and estate planning services. - How do I choose the best financial planner?
Look for certified professionals with fiduciary status who align with your long-term financial goals. - Are Indianapolis financial planners expensive?
Fees vary based on whether they charge hourly, flat fees, or a percentage of assets under management. - Do I need a lot of money to hire a planner?
Many firms offer services for various income levels, though some require a minimum asset threshold. - What is the benefit of a local Indianapolis advisor?
Local advisors understand regional tax laws and community-specific economic factors. - Are financial planners regulated in Indiana?
Yes, planners must adhere to state and federal regulations set by the SEC or state securities authorities.