Best retirement planning advisors in Indianapolis: find options near you

Creative Financial Group has been a blessing to me. Everyone there treats me so well. Brian is my Advisor. He has steared me in a direction that has kept me financially independent and he keeps me informed of any changes that might becoming up. His guidance has also given me confidence in his knowledge of what I am wanting from a financial advisor. He tells me what is happening and allows me to decide which path I want to take. I will continue with Creative Financial Group. You might want to check them out. Give them a call, it's a free consultation. J.Abramow

I met with Brian for my annual review. He answered all the questions that I had and assured me that I am in good shape! We talked about RMD’s and strategized about which accounts to draw from when needed to minimize taxes. CFG also referred me to an accountant that I am very happy with!

We mainly work with Brian Quick and we have been thrilled with our results. He and Kurt listened to what we were looking for and then set up a plan based upon our needs and risk tolerance. We meet twice a year with Brian to review our results and to guide any adjustments. We used their recommended partners for our legal and accounting needs as well. We have been with them for more than 6 years, and have recommended them to both family and friends.

Brian Quick of Creative Financial Solutions is "THE BEST"! I first got acquainted with Brian through a free seminar. He helped me do ROTH conversions in helping me to lock down the taxes now rather than have to pay them later when the money is withdrawn. Brian helped me set my retirement plan in place. He is easy to talk to and provides excellent information in a way that is easy to understand. I talked with several fiduciaries before deciding to go with him. Do yourself a huge favor and give him a call.

We have been with CFG for a few years and highly recommend their services. Brian Quick and the rest of the staff are very knowledgeable and friendly. We trust their advice and have made some changes to our investments with positive outcomes.

Brian Quick & the rest of the staff at CFG are so helpful and easy to work with. We are near retirement so having someone help us navigate retirement and have a plan has eased our mind. We feel very secure having our investments in their hands. Greg and Kathleen Reese

Brian is extremely friendly and knowledgeable! He has provided us with many different financial options and has helped us feel secure in our financial future! I highly recommend him!

We have had an outstanding experience working with Kate and Austin as our financial advisors. They are knowledgeable, thoughtful, and incredibly responsive, and we truly feel fortunate to have them guiding our financial planning. As our lives have evolved (especially with starting a family and now planning for our child’s financial future) we have come to them with countless questions. No matter how big or small the topic, Kate and Austin always take the time to explain things clearly and thoughtfully, making sure we feel confident and informed in every decision. What sets them apart is not just their expertise, but their genuine care and patience. They never make us feel rushed and always welcome our many questions with warmth and professionalism. Planning for our child’s future has been overwhelming, but they have helped us think through everything from long-term investments to education planning with clarity and reassurance. Kate and Austin are proactive, detail-oriented, and truly invested in their clients’ success. We feel like we have partners in our financial journey, not just advisors. Their guidance has given us tremendous peace of mind, and we trust them completely with our family’s financial future. We cannot recommend Kate and Austin highly enough. They are exceptional advisors and wonderful people to work with.

Bedel Financial Consulting has been an incredible partner in my financial journey. From the very beginning, I felt genuinely respected, heard, and supported. They take the time to truly understand your personal financial situation and create a plan that feels thoughtful, intentional, and tailored specifically to you. I’ve had the privilege of working with Kate Sullivan, and can say she has been there for me every step of the way. Her patience, expertise, and steady guidance have given me an incredible sense of confidence and peace of mind when thinking about my financial goals and my future. The entire Bedel team cares deeply about their clients and that commitment shows in everything they do. I’m grateful for their support and will continue to trust them with my financial needs for years to come.

After my wife and I both took on jobs with complex compensation, including RSUs and employee stock purchase programs, we sought out professional advice on how to invest our money and file our taxes. Working with Bedel has been exactly what we were looking for and has given us complete peace of mind. Working with Kate and Jonathan has been a pleasure. They are extremely professional and patient while dealing with our various questions and always make us feel supported. They explain everything going on with our assets in simple terms, make sure we are checking all of our boxes not just with money but also with life planning, and are always quick to reply when we need them. Bedel has given us a friendly, professional, stress-free environment in which we always come away confident that we are making the best decisions for our family’s future. Strongly recommended for anyone dealing with anxiety or uncertainty around how to handle their finances and plan for the future.

Kate, Anthony, Elaine and the entire team at Bedel Financial consulting have been so welcoming, knowledgeable and fantastic to work with! From our regular communications and on-demand support they provide, to the helpful quarterly reports and bi-annual meetings, my husband and I feel supported, guided and financially secure. Moreover, witnessing how engaged Kate and the Bedel team are throughout our community investing in events, speaking at forums and even hosting their own gatherings with their clients, we are most grateful to be a part of such an intentional network of advisors!

I’ve had the pleasure of working with Evan for over ten years, and during that time, I’ve experienced many life changes that have shaped my financial goals and plans. Evan—and more recently, Kate, who joined us five years ago—have been there every step of the way. Together, they’ve helped my wife and me create a comprehensive financial plan and investment strategy that has supported major milestones like buying a home, starting a family, saving for college, and preparing for retirement. Their expertise, patience, and personalized approach have given us true peace of mind about our financial future. The Bedel Financial team exemplifies professionalism, knowledge, and a true commitment to their clients’ success. The bottom line…we trust Bedel Financial and wholeheartedly recommend them.

Working with Bedel has been a professional, enjoyable experience from the first day. Kate and Austin provided my wife and I with a plethora of knowledge, strategies, and key considerations to set our family up for success as we look forward to the future. Kate and Austin’s expertise was both genuine and personalized in nature – they’ve created a trustful relationship that we look forward to continuing and would recommend others to consider the same!

I absolutely love working with Kate and Austin. They are incredibly helpful, always quick to reply, and truly make me feel supported. What I appreciate most is how much they care about teaching me — they consistently take the time to explain industry trends and help me understand exactly what’s happening with my money. I feel confident and informed knowing they’re in my corner. Highly recommend!

I attended an SWD free retirement planning seminar and walked away with a wealth of valuable information. Mike Reeves was an outstanding presenter — he broke down complex financial concepts into clear, relatable explanations that anyone can understand. Financial planning often feels complicated, confusing, and overwhelming, but Mike made everything approachable by using real‑life examples that truly resonated. I also scheduled a consultation with Mike, and it was an equally positive experience. He was extremely helpful, pleasant to work with, and offered thoughtful recommendations to help improve and secure a stronger retirement future. Thank you to Mike and the entire team for their exceptional guidance and support.

Jordan Schwartz, with Strategic Wealth Designers (SWD) has been a financial advisor to me for over 2-1/2 years. I am very happy with the service that SWD has provided. Jordan has been great! He has been very professional and responsive. He has always been available to discuss my portfolio and answer questions that I may have. I like the fact that SWD does not use a "cookie cutter" strategy when managing my portfolio, but tailors it to my specific needs, risk tolerance and time frame. I also have been happy with the rate of return of my portfolio with SWD.

We first heard about Strategic Wealth Designers via a flyer in the mail, inviting us to a free dinner and one-hour presentation explaining the services and history of their company, as well as their investing strategies. We really weren’t looking to make any moves or decisions right away, but thought it might be interesting and useful to see what we could learn. After sitting through their presentation, we scheduled a sit-down with Mike Reeves to share and discuss our current financial situation, as well as our goals were for retirement. Mike listened intently, took several notes, and invited us to come back in a couple of weeks to discuss how he could help us. Within a few weeks, we made the decision to join Strategic Wealth Designers and allow them to help us protect our money and invest for our financial future. It’s been nearly a year now, and we’re very happy with the service, professionalism, and availability of Mike/Strategic Wealth Designers any time we have a question, concern, or just want to chat for a couple of minutes to put our minds at ease. We would recommend them to anyone who needs help managing their investments and planning for their financial future.

My wife and I have been with Strategic Wealth Designers for about a year. We really appreciated their openness and willingness to spend the time necessary to explain their philosophy and methodology, as well as listening and understanding our specific needs and desires for our financial future. Mike Reeves has been wonderful to work with, and has always been readily available to discuss the financial climate, our investments, or just to answer a question. We look forward to continuing our relationship with Strategic Wealth Designers for our investing and financial planning needs.

I would highly recommend the services of strategic wealth. After, a few meetings with Mike our mind was set to move our investments to strategic wealth. Very, professional & knowledgeable in the investing field. Mike, has always been there to answer all our questions and address our concerns. The, transition was quick from our previous investor(s). We, have had much success in building and growing our portfolio in a short time. Very, happy with Strategic Wealth.

My husband and I moved a 401k balance from a former employer to an annuity setup by Strategic Wealth Designers. Mike Reeves was so helpful. We do not have a huge knowledge of the stock market but needed to protect our savings for our retirement which is close. Not only did they explain the annuity but helped us invest in funds with our current 401k plan. It was probably the first time we had confidence in our investments being secure.

Jordan and Mike at Strategic Wealth Design are awesome fiduciaries! They were able to help plan and support my wife and my retirement goals! We had lots of different small accounts which Jordan and Mike were able to consolidate and help us plan for our financial risk-free, assert maximizing retirement! We are so thankful for their help!

Ronald Blue Trust has been assisting me with my investments and finances for over 30 years. In particular Jeff Huitsing has been my personal advisor over most of this time. It has been a most lucrative and personable relationship. More than just good investment advice we have become good friends and it has been a pleasure to work with Jeff. Ronald Blue has provided me with much more benefit than I could ever have expected. Much thanks and appreciation! Rodney Edwards MD.

Our experience with Blue Trust has been excellent! Our advisor Jeff Huitsing has done excellent at getting to know us and understand us. He’s always willing to talk things through with us and has been a great communicator and a great asset. We are very pleased to know Jeff personally and professionally and appreciate how he handles us and our finances. Josh and Megan have also been excellent to work with!

My wife and I have been working with Blue and company for over 40 years out of the Indianapolis office. Our advisor was Mark Novotny but is now Scott Pothoven. Over the years our experience has been excellent. Applying biblical principles to our finances has been wonderful. The organization is wonderful and the advisors have been outstanding. Can’t say enough good about our whole experience!! Praise God!!

I have worked with Ron Blue Trust for over twenty years. My advisor, Aaron Klopfenstein, deserves a 10 star rating. After the passing of my husband, Aaron, mapped out a plan enabling me to reach my financial goals and have peace of mind. His character, professional demeanor, and Godly wisdom have been invaluable to me. Aaron and his team serve with excellence and are always prompt and responsive. Without any reservation, I recommend Ron Blue Trust.

We could not be more pleased with our financial advising team at Blue Trust in Indianapolis. For almost 2 decades they have guided us in our financial decisions and investments, aided us in estate planning, helped us understand our financial finish line and inspired more generosity and faithful stewardship of what God has entrusted to us. Layne and his team are available, promptly responsive, and we could not recommend them more highly.

I've worked with many Ronald Blue Trust advisors in the Indianapolis office over several years in a professional capacity and cannot say enough good things about the office and everyone I've come into contact with! All the advisors are so knowledgeable, kind, thoughtful, and patient. They explain things, take the time to listen, and have huge hearts to serve God and help their clients steward their resources to serve God and love their families well! I can't recommend this office enough!

The Ronald Blue Trust team is really an extension of our family. The care, process, and engagement level has been remarkable giving us so much help in our financial stewardship and a sound biblical perspective on giving and financial vitality. It's changed our lives! We could not be happier with the relationship.

I had a great experience working with Will. He made the whole financial planning process feel way less intimidating. Super knowledgeable, easy to talk to, and he really took the time to understand my goals. I walked away feeling confident and way more organized. I highly recommend if you’re looking for someone who knows their stuff and actually listens.

I recently had the opportunity to refer my family to Absolute Wealth Management, and I couldn’t be more pleased with the outcome, especially thanks to William and his exceptional financial/fiduciary advice. From the moment my family met William, they felt at ease. His approachable demeanor and genuine interest in their financial goals made a significant impression. William took the time to listen to their concerns and aspirations, ensuring that he fully understood their unique situation. His ability to explain complex financial concepts in a straightforward manner was incredibly helpful, making them feel informed in their decision-making. What truly stood out was William's dedication to crafting a personalized financial strategy that aligned with my family's objectives. He demonstrated a deep understanding of the market and provided insightful recommendations that were tailored to their needs. My family has expressed nothing but gratitude for the support they received from William and the team at Absolute Wealth Management.

We had a fantastic experience during our first visit with William and Osama at Absolute Wealth Management. Both were incredibly knowledgeable, professional, and took the time to explain everything thoroughly. We left feeling confident and well-informed. Highly recommend their services.

Osama has been an excellent source of information as my career has grown over the past 5-6 years. He offers a quick, reliable, and reasonable rate for his tax preparation services. I would recommend his services to my closest friends!

So very thankful for the experience of working with William and Osama. I learned so much from these two gentlemen who are true experts. William looked at the whole picture of my financial world and went above and beyond in helping me. I have and have had many financial advisors but have never trusted or appreciated any as I do William. Osama was terrific too and enlightened me with tax information that I should have received years ago. Looking forward to having him do my taxes. Meeting with William and Osama was a blessing.

We Moved here from NJ and it was our first time filing our business and personal taxes. I had amazing experience with Osama filing our taxes. his communication skills and going over everything it was amazing. I will be using his services for every business need and to file my personal taxes, and doing more business in future. mindy

Osama has been extremely helpful with the process of starting our business, and he's gotten everything we needed done in a quick and timely manner. Super friendly and welcoming environment as well.

Dennis has demonstrated an excellent understanding of my financial needs and goals, as a business owner and personal finance. I have complete confidence in him and his professional team, with my Life Insurance, personal invests and full retirement. I have always found his advice to be solid, especially in the difficult times we are currently in.

We were referred to Austin Brake by our banker, and working with Austin has been a great experience. Austin helped us consolidate multiple retirement accounts into a single, easy to manage IRA, streamlining our retirement planning. He also guided us through a debt management strategy for our home renovation loan that was tailored to fit our needs. Austin helped us put life insurance in place and set us up with an investment strategy that aligned with our risk tolerance and long-term goals. Austin was professional, responsive, and took the time to explain complex financial planning concepts in a clear, approachable way. We feel confident in the decisions we've made with his help and would absolutely recommend him to anyone seeking a reliable and knowledgeable financial advisor. We’re excited to continue working with Austin Brake for all of our wealth management and investment advisory needs.

I’ve been working with Alex for the past 3-4 years, and I couldn’t be more grateful. She is incredibly personable, takes the time to truly understand my goals, and most importantly—she explains everything in a way that actually makes sense to me. Financial long-term planning can be overwhelming, but she breaks it down in a way that makes me feel confident in my decisions. She’s been fantastic, and I know my family and I are in great hands for the long haul. Highly recommend!

Spectrum Financial Group and Alex Parrish have been fantastic to work with! My wife and I met with Alex shortly after we got married to begin planning for our future and retirement. Alex spent a great deal of time getting to know us, our goals and future plans before proposing retirement/investment ideas. We’ve now been working with Alex and her team for 2 years and have been impressed with their communication, promptness and expertise.

Exceptional service, expert advice, and true dedication to client success. From the moment I started working with them, I knew I was in good hands. The team at Spectrum Financial group went above and beyond to understand my financial goals and customize a plan that would help me achieve them. Their knowledge of the market and personalized approach instilled confidence in me every step of the way. Their professionalism and responsiveness truly set them apart in the industry. I couldn't be more pleased with the results.

Alex came highly recommended and I'm happy to reiterate the recommendation! She has done an excellent job helping me plan for retirement and managing more day to day investment accounts. She offers straightforward opinions and ensures you're presented with multiple options whenever possible so you can decide what works best for you.

Spectrum Financial Group provides exceptional customer service! Their team goes above and beyond to build genuine relationships and offer personalized advice. I’m impressed by their professionalism and commitment to helping clients succeed. Highly recommend!

A friend and I met Grace in the early years, when she did a group meeting on "how financial advice can benefit your life". We decided to make an appointment, and they have been a blessing to us, helped us navigate retirement, life changes, financial guidance, with caring, knowledgable, positive people. Juli is such a pleasure each time I need a review, or have any question, she's assists so helpful. And, if you need tax services, Pam is the best, and Robyn, her assistant is a treasure… you will feel welcomed and heard as Ken greets you at the front desk.

I reached out to them about a speaking engagement for the non profit women’s group I work with. Their marketing contact, Christina, was amazing to work with and was very responsive! She listened to what I was looking for and provided everything I needed in a timely manner. Margaret is who gave the presentation and it was well received with plenty of follow up questions from our audience. I would definitely have them at another event as the vibe was super professional, but also down to earth and explained everything so well! This was a great firm to work with!

I've been with Worley Erhart-Graves Financial Advisors for about 10 years now. I like many things about the group. They give options on how to manage your investments, from getting advice and acting on it yourself to having them actively manage your investments. They have proven to provide consistently good advice. And they are good people. I can and do recommend that you give them a try.

My wife and I have been with Worley Erhart-Graves almost from the beginning. We have nothing but praise for Grace, Juli and the entire team. Had we not put our finances in their expert hands, we would not be able to relax and enjoy our retirement! They are simply the best.

We are incredibly grateful to Worley Erhart-Graves Financial Advisors for their generous presenting sponsorship of the Ronald McDonald House Brunch. Margaret Gooley provided invaluable financial insight to our guests, helping to deepen understanding of how strategic planning and thoughtful resource management can maximize impact. Beyond the numbers, their team fostered meaningful connections, inspiring attendees to consider new ways to make a difference in the lives of families we serve. Their support and expertise truly elevated the event and strengthened our community’s commitment to planning for a better future. We have found great partners in WEG, Julie Erhart-Graves, and especially Christina Kane who spearheads many of these connections!

Such a helpful budgeting workshop! The staff was welcoming and truly cared about helping me reach my financial goals. Highly recommend to anyone wanting to improve their economic opportunities!

We have been clients of Worley Erhart-Graves for more than 20 years and trust them completely. They have never once failed to give us great advice and our portfolio reflects that.

I couldn’t be more pleased with my experience at Hurlow Wealth Management Group’s Indianapolis office. From the very first meeting, the team made me feel heard, understood, and confident about my financial future. They walked me through their "CFO Process™" clearly and patiently, explained how their fee-only fiduciary model works (no commissions, only client-centered advice) and tailored a plan that aligned with my goals and values. What stood out: the team was consistently professional, transparent, and easy to work with. Their follow-up communication has been exceptional, and I truly feel like they are invested in my success. If you’re looking for trustworthy, high-caliber financial planning in Indianapolis, I highly recommend Hurlow — they deliver clarity, comfort, and confidence. Thank you to everyone at Hurlow for making the process so smooth and empowering!

The people at Hurlow are top notch. Micheal and Gordon have been great for us. We were navigating a business sale at the time we started with Hurlow. They have been integral in the post-sale financial planning and helping us with our retirement planning. The ladies in the office behind the scenes are great. Appointments, transfers, questions, etc. are always handled quickly.

The Hurlow team of professionals are top notch! They are very skilled and knowledgeable, while also being wonderful to work with. We trust them and their guidiance as we plan for our future. I highly recommend them.

I have had a very positive experience with Hurlow wealth management and I appreciate the peace of mine they have provided. I wholeheartedly endorse Hurlow Wealth Management to anyone seeking a trusted financial advisor who can empower you to achieve your financial goals.

Hurlow Wealth Management is helpful & accommodating to your every need. I highly recommend them! I was really impressed with how friendly everyone in the office was to us!

John and his wonderful staff are exceptional – professional, caring, and consistently reliable. They go above and beyond, a truly top-notch wealth management team!

John and his office are always available for quick, informed and helpful responses providing expert guidance and personalized plans for my investment goals.

I cannot recommend Cooke Financial highly enough. Their expertise and personalized approach have made a significant difference in my financial planning. They take the time to understand my goals, provide clear advice, and consistently keep me informed. With their guidance, I feel confident about my financial future. A true professional and a fantastic partner in wealth management.

We have been clients with Cooke Financial Group for over a decade. My bride and I consider ourselves pretty savvy investors, now we consider ourselves more educated, informed investors. Cooke Financial does a tremendous job taking the time to educate us on trends, global economics impacts to be aware of. Ultimately, we are making better, sound, data driven decisions with performance outcomes that match our level of risk aversion. Every conversation is a great opportunity to learn something valuable. Highly recommend.

Cooke Financial Group is truly the best in the business! The group approaches every client with respect and kindness. Grateful to have their support!

Great Customer Service! Excellent experience working with this team.

With their guidance during my life I have never needed to worry about my financial needs. Started with John and now Chris I have complete confidence that my investments are best for myself and family.

As professional as professional gets… highly recommend this group for any financial assistance.

Great team.

I highly recommend Phil Hogan at Asset Preservation Wealth & Tax for anyone seeking expert financial advice. Phil is not only knowledgeable but also takes the time to truly understand his clients’ individual needs and long-term goals. He offers clear, actionable advice and has helped me navigate complex financial decisions with ease. His attention to detail and dedication to securing the best financial strategies for wealth preservation and growth are impressive. I feel confident and secure in my financial future thanks to Phil's guidance. If you're looking for a reliable, trustworthy financial advisor, Phil is the one to go to.

I recently had the pleasure of working with Phillip Hogan, and I can’t recommend him highly enough. From our first meeting, it was clear he genuinely understood the intricacies of financial planning and was committed to helping me achieve my goals. He took the time to listen to my aspirations and crafted a personalized plan that addressed both my immediate needs and long-term financial health. If you're seeking a knowledgeable and dedicated financial planner, look no further than Phillip—his expertise and personal touch have made a significant positive impact on my financial journey!

Phillip has been a close friend of mine since childhood, so when I needed help with the financial side of a property renovation, I knew I could trust him. Even though we’ve known each other for years, he handled everything with the highest level of professionalism. He walked me through how to stay on budget and maximize the value of my renovation. On top of that, he introduced me to the idea of leveraging the equity from the project to invest in more properties, which opened up new opportunities I hadn’t considered. What really stands out is how Phillip balances being a great friend with being an expert advisor. He explains things in a way that’s easy to understand and makes me feel comfortable asking any questions. Thanks to his advice, I’m confident in the direction my investments are heading. If you’re looking for someone who is not only trustworthy but genuinely cares about your success, I highly recommend Phillip.

I would most definitely recommend Phil Hogan at Asset Preservation Wealth & Tax for those who are seeking financial advice and stability. Phil has helped me financially for years and he’s always had the best interest in my future. I’m forever thankful that I can count on him to help guide me and my finances to the next level.

I met with Phillip to review my current portfolio and I walked away impressed. He was able to educate me and gave me sound financial advice. I highly recommend Phillip if you are looking for a financial advisor!

Philip helped me gain an advantage with my finances in as little as 20 minutes. Wonderful personality, he is the man with the plan. I finally feel like I’m on my way to financial freedom.

I would most definitely recommend Phil Hogan at Asset Preservation Wealth & Tax for those who are seeking financial advice and stability. Not only is he knowledgeable but he's also trustworthy.