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Best Financial Advisors in Indianapolis
Financial Planners in Indianapolis
Indianapolis is a city on the rise, known for its strong Midwestern roots, growing business community, and the steady hum of new opportunity. But behind every thriving business and family success story is careful financial planning. Whether it’s saving for college, protecting assets, or planning for retirement, financial advisors in Indianapolis help shape the city’s financial landscape.
These professionals aren’t just money managers. They are trusted partners who bring clarity in a world full of financial noise. By providing tailored strategies, they empower individuals, families, and entrepreneurs to pursue their goals with confidence.
At Digital Reference, we specialize in spotlighting professionals who stand out in their industries. This list highlights financial planners who are making a measurable difference in Indianapolis. For more context on our approach to evaluating consultants, see our guide on how to find the right consultant.
Our Methodology: How We Chose the Best Financial Advisors in Indianapolis
✨ Extensive Research – evaluating certifications, licenses, and years of experience
🔹 Achievements & Recognition – considering career milestones, awards, and client impact
📌 Local Presence – ensuring each advisor is actively serving the Indianapolis community
🌟 Unique Approaches – highlighting professionals with distinctive philosophies or strategies
Spotlight on Financial Advisors in Indianapolis
♦️ Elaine Bedel
Financial Advisor, CEO & Owner at Bedel Financial
Elaine Bedel is one of Indianapolis’s most recognizable names in financial planning, with a career that has spanned both private practice and public service. As founder of her own advisory practice, she’s helped countless clients align their money with their goals, providing clarity in even the most complex financial decisions. Elaine also served as President of the Indiana Economic Development Corporation, where she championed statewide growth initiatives. Beyond her advisory work, she is an author, a frequent speaker on financial literacy, and a mentor for women in the industry.
Why she stands out:
✨ Served as President of the Indiana Economic Development Corporation
📌 Published author and advocate for financial education
🔹 Strong presence as a mentor and leader in the finance community
♦️ Joe Ridenour
Financial Advisor, Founder and President at Circle City Wealth
Joe Ridenour represents the next generation of financial planners in Indianapolis, bringing a fresh, relatable approach to wealth management. He is passionate about working with young families and professionals who are just beginning to grow wealth, helping them build habits that pay off over time. Joe’s focus on behavioral finance helps clients understand the psychology behind money decisions and make choices that align with their long-term goals. His approachable style and ability to simplify complex concepts make him especially appealing to first-time investors and entrepreneurs.
Why he stands out:
✨ Emphasis on behavioral finance and client education
📌 Strong advocate for younger professionals and first-time investors
🔹 Combines tech-driven tools with personal guidance
♦️ Brett McKamey
Certified Financial Advisor, President at Goelzer Investment Management
Brett McKamey has dedicated his career to guiding clients toward financial independence with disciplined, evidence-based investment strategies. As a CFA charterholder, Brett approaches planning with a rigorous analytical lens, but he pairs this with a strong commitment to understanding his clients’ personal goals. He has worked with both individuals and business owners, helping them make informed decisions through market changes and economic uncertainty. Brett emphasizes long-term, goal-oriented planning over short-term speculation, instilling confidence in those he serves.
Why he stands out:
✨ Recognized for data-driven, evidence-based investment strategies
📌 Extensive experience with individuals and business owners
🔹 Known for a steady, disciplined approach to planning
♦️ Derek Hamilton
Certified Financial Planner & Attorney at Elser Financial Planning, Inc.
🔗 LinkedIn |🌐Website
Derek Hamilton brings a unique background as both a Certified Financial Planner and a practicing attorney. This combination allows him to address not only investments and retirement planning but also estate planning, tax considerations, and wealth transfer strategies. Over his career, he has become known for helping clients with complex financial needs that cross legal and financial lines. Derek emphasizes clarity and collaboration, ensuring clients understand the “why” behind each strategy he recommends.
Why he stands out:
✨ Dual expertise in law and financial planning
📌 Experienced in estate planning and wealth transfer
🔹 Helps families integrate legal and financial strategies seamlessly
♦️ Kenneth Klabunde
Managing Principal, CFP®, & CDFA® at Precedent Financial Strategies
Kenneth Klabunde is a financial planner dedicated to aligning money with meaning. With years of experience in the field, he focuses on values-based financial planning—helping clients design strategies that serve both their financial security and their life purpose. Kenneth is also passionate about mentoring new professionals and advancing financial literacy in the community. His thoughtful, relationship-centered approach ensures that clients see wealth as a tool for living well, not just accumulating assets.
Why he stands out:
✨ Specialist in values-based and holistic financial planning
📌 Mentor and educator in the financial planning community
🔹 Advocates for using wealth as a pathway to intentional living
♦️ Jacob Rich
President & Certified Financial Planner at Capstone Wealth Advisors
Jacob Rich is a Certified Financial Planner who takes pride in guiding clients through both everyday financial decisions and long-term planning. He has a knack for simplifying complex financial issues, making them approachable and actionable for families and professionals. Jacob is particularly skilled in retirement planning and helping clients transition through major life changes. His approachable style and client-first focus have earned him long-lasting relationships across Indianapolis.
Why he stands out:
✨ Specializes in retirement and goal-based planning
📌 Strong experience in navigating financial transitions
🔹 Emphasizes clarity and confidence in financial choices
♦️ Jay B. Barclay
Financial Advisor, Certified Financial Planner at Strategic Financial Planning
Jay Barclay has spent years cultivating relationships with clients across Indianapolis, helping them create financial plans that reflect their priorities. His work combines careful investment planning with everyday financial guidance, ensuring clients stay on track no matter what stage of life they’re in. Jay is known for his approachable personality and consistent communication, which clients value in navigating uncertain markets. His focus on building trust has made him a reliable partner for families and professionals alike.
Why he stands out:
✨ Known for relationship-driven planning
📌 Skilled in balancing investments with practical financial goals
🔹 Prioritizes trust and open client communication
♦️ Brent Perry
President and Certified Financial Planner at Piedmont Financial Advisors
Brent Perry has built his career on helping individuals and families prepare for both the expected and the unexpected. With a strong focus on retirement and insurance planning, he ensures clients are well-protected while also positioned for growth. Brent values education, taking the time to explain complex financial concepts in straightforward language. His clients appreciate his steady guidance and long-term perspective.
Why he stands out:
✨ Focused on retirement readiness and risk management
📌 Skilled in insurance planning and asset protection
🔹 Dedicated to helping clients make informed choices
♦️ Juli Erhart-Graves
President and Certified Financial Planner at Worley Erhart-Graves Financial Advisors, Inc.
Juli Erhart-Graves is known for her strategic thinking and personable approach to financial planning. She works closely with families and individuals to design plans that support both short-term needs and long-term dreams. Juli has a strong background in multi-generational planning, helping families transfer wealth smoothly while maintaining financial health. Beyond her client work, she’s active in promoting financial literacy and community engagement.
Why she stands out:
✨ Specialist in multi-generational wealth planning
📌 Collaborative, client-centered style
🔹 Committed to financial literacy initiatives
♦️ Jason Werner
Owner, AIF at Werner Financial
Jason Werner takes a disciplined, goal-oriented approach to financial planning. He focuses on helping clients build wealth steadily, emphasizing long-term strategies over quick wins. Jason is particularly effective in guiding families through changing markets, ensuring that financial plans remain adaptable and resilient. His straightforward communication style resonates with clients who value clarity and consistency.
Why he stands out:
✨ Focused on long-term wealth accumulation
📌 Strong advocate for disciplined investing
🔹 Helps clients stay steady through market shifts
♦️ Tim Flick
President at Cornerstone Financial Advisory, LLC, Certified Financial Planner, Certified Kingdom Advisor®,
Tim Flick is both a Certified Financial Planner and a Certified Kingdom Advisor, bringing a unique perspective to financial planning. His work integrates traditional wealth strategies with values-based guidance, helping clients align their financial goals with their faith and personal principles. Tim has become known for his supportive, holistic approach, helping families view money as a tool for stewardship and long-term security. His thoughtful planning style has made him a respected advisor across Indianapolis.
Why he stands out:
✨ Combines faith-based and traditional planning approaches
📌 Helps clients integrate values with financial goals
🔹 Provides comprehensive and holistic advice
♦️ Michael Dunn
Financial Advisor and Certified Financial Planner at Cornerstone Financial Advisory
Michael Dunn has built his career around delivering personalized, thoughtful financial advice. With a focus on retirement planning, wealth management, and client education, Michael strives to ensure that each client feels empowered in their decision-making. He’s known for his approachable manner and ability to simplify even the most complex financial topics, making financial planning less intimidating for individuals and families alike. Michael’s clients trust him for his consistency, patience, and depth of knowledge.
Why he stands out:
✨ Expertise in retirement and wealth management
📌 Strong advocate for financial literacy and client education
🔹 Focuses on long-term stability and sustainable growth
♦️ Stephanie Willison
CPA, PFS, Certified Financial Planner at Savant Wealth Management
Stephanie Willison offers a powerful combination of accounting and financial planning expertise. As a CPA, Personal Financial Specialist, and CFP, she brings a holistic perspective that covers tax, investments, and estate considerations. Stephanie is particularly skilled in designing tax-efficient financial plans, making her invaluable to high-net-worth individuals, business owners, and professionals with complex needs. She approaches her work with precision, clarity, and a genuine dedication to her clients’ long-term financial health.
Why she stands out:
✨ Dual credentials as CPA and CFP
📌 Skilled in tax-efficient wealth management
🔹 Trusted by business owners and high-net-worth families
♦️ Nancy L. Beck
Certified Financial Planner, Financial Advisor at J.W. Cole Financial, Inc.
Founder of Beck Financial Strategies
Nancy Beck is a Certified Financial Planner with decades of experience helping clients navigate retirement, investments, and long-term financial planning. She has a reputation for her calm, steady guidance, which helps clients feel confident even during market uncertainty. Nancy believes financial planning should be about more than numbers—it should empower families to pursue their goals with clarity. Her long-lasting relationships with clients are a testament to her dedication and consistency.
Why she stands out:
✨ Expertise in retirement and long-term planning
📌 Experienced in multi-generational wealth strategies
🔹 Known for calm and supportive client communication
♦️ Kathryn Hower
Certified Financial Planner, Sr. Wealth Advisor & Director of Financial Planning at Bedel Financial Consulting
Kathryn Hower has established herself as a trusted partner for families and professionals in Indianapolis, with a special focus on retirement readiness and investment planning. She has a reputation for taking time to truly understand client needs, building plans that reflect their life stage and ambitions. Kathryn’s combination of technical expertise and personal warmth makes her especially effective in guiding clients through both calm and challenging times.
Why she stands out:
✨ Specializes in retirement planning and investments
📌 Known for her empathetic, client-centered approach
🔹 Provides strategies tailored to life goals and stages
♦️ Kelli Ellison
Founder & President at Panoramic Financial Planning, LLC,
Kelli Ellison is a financial professional dedicated to helping clients make sense of their money and align it with their goals. Her career reflects a focus on personalized guidance, with an emphasis on clarity and actionable steps. Kelli is known for building strong, trusting relationships with clients and ensuring that each plan is realistic and adaptable. She provides a supportive environment where clients can openly discuss their concerns and ambitions.
Why she stands out:
✨ Provides clear and actionable financial guidance
📌 Strong emphasis on building client trust and relationships
🔹 Creates adaptable strategies for evolving life needs
♦️ Sam Wagner
Founder & Chief Financial Guide, Certified Financial Planner at WealthGuides
Sam Wagner is a Certified Financial Planner with a reputation for thoughtful, disciplined financial strategies. He works with families and individuals to design plans that prioritize both near-term stability and long-term growth. Sam takes pride in helping clients make informed choices, whether it’s preparing for retirement, investing for the future, or protecting against risks. His clients value his clear communication and practical insights.
Why she stands out:
✨ Experienced in wealth management and retirement strategies
📌 Focused on helping clients balance growth with protection
🔹 Guides clients with clear and practical advice
♦️ Michael Carson
Chief Operating Officer, Senior Financial Advisor at Hurlow Wealth Management Group, Inc.
Michael Carson holds an impressive range of certifications—CFP®, CIMA®, and CRPS®—giving him a wide-ranging perspective on financial planning, investments, and retirement. He specializes in designing retirement solutions and advanced investment strategies that support both individuals and organizations. Michael is recognized for his technical expertise and his ability to design strategies that adapt to changing markets. His clients benefit from his in-depth knowledge and tailored guidance.
Why she stands out:
✨ Credentials include CFP®, CIMA®, and CRPS®
📌 Specialist in retirement and institutional planning
🔹 Known for technical expertise and advanced strategies
Guiding Indianapolis Toward Financial Confidence
Indianapolis’s financial advisors and planners are more than individual experts—they form a community that strengthens the city’s economic foundation. From established leaders like Elaine Bedel, Robert Phillips, and Brett McKamey to innovative next-generation professionals such as Joe Ridenour, Jacob Rich, and Andrew Collins, these advisors bring a balance of tradition and forward-thinking strategies. Specialists like Matthew Derado, Derek Hamilton, and Nancy Beck focus on retirement and estate planning, while values-driven professionals like Kenneth Klabunde, Tim Flick, and Kelli Ellison integrate purpose into wealth management. Others, including Jay Barclay, Brent Perry, Juli Erhart-Graves, Jason Werner, Michael Dunn, Stephanie Willison, Kathryn Hower, Sam Wagner, Michael Carson, and more, contribute expertise across investments, tax strategies, multi-generational planning, and client education. Together, this diverse group of financial planners ensures that individuals, families, and businesses in Indianapolis can pursue their goals with clarity, resilience, and confidence.
At Digital Reference, our mission is to bring transparency to the process of connecting talent with those who need it most. If you’re seeking trusted guidance or looking to better understand how financial planning shapes opportunity, we invite you to continue exploring. Dive deeper into our internal resources for further learning and inspiration.
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Financial advisors in Indianapolis prove that financial planning is more than numbers—it’s about building confidence, security, and opportunity. Their blend of technical skill and personal dedication helps families, professionals, and organizations turn challenges into achievable milestones. And just as they serve as trusted guides in navigating financial journeys, Digital Reference is here to connect you with the talent driving meaningful change. Start your search for clarity and connection right here with Digital Reference.
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