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Top Rated Financial Advisors in Indiana

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Indiana is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Indiana with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Indiana near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Edward Camp

CFD Investments, Inc
CFP®, CLU®, ChFC®
Edward Camp, a financial fiduciary, provides financial services to clients in the Mishawaka, Indiana area. Edward holds a CFP®, CLU®, ChFC® certification. Edward has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    National Financial Services

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Ryan Veldhuizen

Catalyze Wealth Management
CFP®
Ryan Veldhuizen, a financial fiduciary, provides financial services to clients in the Carmel, Indiana area. Ryan holds a CFP® certification. Ryan has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

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Wesley Kotys

Kotys Wealth Professionals
CFP®, AAMS®
Wesley Kotys, a financial fiduciary, provides financial services to clients in the Valparaiso, Indiana area. Wesley holds a CFP®, AAMS® certification. Wesley has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Eric Wasson

Edelman Financial Engines, LLC
CMFC, CRPC
Eric Wasson, a financial fiduciary, provides financial services to clients in the Indianapolis, Indiana area. Eric holds a CMFC, CRPC certification. Eric has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

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Jeffrey Whitmer

Edelman Financial Engines, LLC
CFS®, CRPC
Jeffrey Whitmer, a financial fiduciary, provides financial services to clients in the Ft Wayne, Indiana area. Jeffrey holds a CFS®, CRPC certification. Jeffrey has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

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Scott Garrigus

Edelman Financial Engines, LLC
Scott Garrigus, a financial fiduciary, provides financial services to clients in the Greenwd, Indiana area. Scott has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Indianapolis, Indiana area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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