Find Help · Indiana
Verified financial advisors in
Indiana.
Financial Advisors serving Indiana. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Indiana law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Indiana so far: 63 financial advisors, 12 hospice & palliative care, 5 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Indiana guide, which cites the statute or the state agency behind it. Read the Indiana guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Indiana is the order to work in. It's free and it always will be.
3fourteen & Smi Advisory Services, LLC
Indiana financial advisor offering private client advisory, managed products, and financial planning services, including SMI Private Client and SMI Plan options, in the Columbus area.
Ami Investment Management Inc
Indiana investment management firm offering personalized financial planning, strategic investment management, retirement income strategies, and estate planning and wealth transfer services for individuals, institutions, and retirement plans in the Kendallville area.
Apple Tree Asset Management, LLC
Indiana financial advisor offering investing and financial planning services, including tax services, in the Fort Wayne area.
Asset Management Strategies, Inc.
Indiana financial advisor offering asset optimization, retirement planning, financial planning, and tax minimization services, including 401k and IRA rollovers, estate planning, and college funding, in the Indianapolis area.
Atlas Capital Management Corp
Indiana investment advisory firm offering risk-managed investment strategies, active management, and strategic diversification services, including retirement, estate, insurance, and tax planning resources, in the Ft Wayne area.
Axiom Financial Strategies Group, LLC
Indiana financial advisory firm offering financial planning, investment management, retirement planning, and liquidity and risk management, including services for individuals, family businesses, non-profit organizations, and employer-sponsored retirement plans, in the New Albany area.
Baxter Capital Management Inc
Indiana financial advisor offering investments, asset/liability management, and economic consulting services for banks, credit unions, foundations, endowments, and other institutions in the Indianapolis area.
Bischoff Wealth Management Group, LLC
Indiana financial advisory firm offering investment management, retirement, estate, insurance, and tax planning services, including low-fee, tax-efficient portfolio management, in the Greenwood area.
Bookends Financial Planning
Indiana financial advisory firm offering financial planning and advisory services in the Indianapolis area.
Canterbury Investment Management, LLC
Indiana investment management firm offering portfolio strategy, investor education, and mutual fund services, including the Portfolio Thermostat strategy, in the Zionsville area.
Centerfield Capital Partners
Indiana investment firm offering junior capital and control equity financing for lower middle market companies in the Indianapolis area.
Cfci
Indiana financial advisory firm offering retirement, wealth management, peak-career, and estate strategy services, including planning for retirees, small business owners, working professionals, and women, in the Bloomington area.
Charter Advisory Corporation
Indiana financial advisory firm offering retirement, investment, estate, insurance, and tax planning services in the Indianapolis area.
Compass Financial Advisors LLC
Indiana financial advisory firm offering retirement, investment, estate, insurance, tax, and business planning services, including trusts, annuities, and college planning, in the Fort Wayne area.
Comprehensive Financial Consultants
Indiana financial advisory firm offering retirement income planning, wealth management, annuities, investment guidance, IRA and 401(k) rollovers, asset protection, life insurance, tax-efficient strategies, and legacy planning in the Cicero area.
Creative Financial Designs, Inc.
Indiana financial advisory firm offering financial planning and investment advisory services in the Kokomo area.
Cx Institutional, LLC
Indiana financial advisory firm offering retirement planning, investment management, tax reduction strategies, charitable giving guidance, risk management, multigenerational estate planning, business planning, and services for high-net-worth investors in the Auburn area.
Deerfield
Indiana wealth management firm offering financial planning and wealth management services tailored for business leaders, physicians, attorneys, and women, in the Indianapolis area.
Elser Financial Planning, Inc.
Indiana financial advisor offering fee-only financial planning, investment management, comprehensive wealth management, and estate and legacy planning, including tax-efficient charitable gifting strategies, in the Indianapolis area.
Fi3 Financial Advisors, LLC
Indiana financial advisor firm offering financial planning and investment management services for high net worth families in the Indianapolis area.
Financial Planning Services
Indiana financial advisory firm offering retirement, investment, estate, insurance, and tax planning services, including charitable giving guidance and client education events, in the Fort Wayne area.
Financial Plans & Strategies, Inc.
Indiana financial advisor offering retirement planning, investment planning, estate planning, education planning, insurance planning, and charitable giving services in the Greenwood area.
Fortitude Private Wealth
Indiana financial advisory firm offering fee-only wealth management and discretionary investment management services, including a focus on entrepreneurs, small business owners, and retirees, in the Carmel area.
Forum Private Client Group
Indiana financial advisor offering financial coaching, budgeting, benefits guidance, home-buying guidance, savings, and guided investments services, including a subscription-based coaching program with online guided investments through Betterment, in the Fishers area.
Freeman, Will & Niemeier, Inc.
Indiana financial advisor offering employee benefits, insurance, investment management, financial planning, and retirement plans, including health, life, disability, and commercial insurance, in the Evansville area.
Galecki Financial Management Inc
Indiana financial advisor offering fee-only financial planning, wealth management, and an Initial Financial Overview, including hourly financial planning options, in the Fort Wayne area.
Genesis Advisors, LLC
Indiana investment advisory firm offering services for individuals, churches, and businesses in the Fishers area.
Gimbal Financial, LLC
Indiana financial advisory firm offering financial guidance and wealth advisory services in the Carmel area.
Greenleaf Financial Group
Indiana financial advisory firm offering fee-only investment management and financial planning for retirees, pre-retirees, mid-career, and young professionals in the Carmel area.
Hobbs Wealth Management
Indiana financial advisory firm offering wealth management and financial planning services in the Zionsville area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →