The Best Financial Advisors in Indiana

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1Remnant Wealth★ 5.00 on this job5 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%5Overall Experts Score 20%99Job match= 97Stars are pulled toward the category average (4.94★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.97

2Bedel Financial Consulting★ 5.00 on this job4 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%4Overall Experts Score 20%99Job match= 94Stars are pulled toward the category average (4.94★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.94

Job match = this company’s ★ on reviews Google tagged “Retirement savings consulting” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.

What customers said about retirement savings consulting

RRobert2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Bedel Financial Consulting

Bedel Financial is a wonderful partner to handle our financials. They also provide contacts for related services. Everyone has been friendly, knowledgeable, and available.

Great priceFinancial planInsurance purchase consultingPhilanthropic investing-related financial consulting

KKelly6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

Remnant Wealth

Moving from one of the largest wealth management firms in the country to a boutique advisory team was one of the best financial decisions I’ve ever made. Remnant Wealth night and day. I have been working with Ryan Leadbetter for 5 years. Trusting your life savings with another is something earned. Having the right… Read full review

Reasonable priceFinancial planNet worth & cash flow analysis consultingMutual & index fund consulting

CCaleb1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★

Remnant Wealth

Remnant Wealth is everything you're looking for. I can not speak high enough of David and the team he is building. There are lots of financial planners/advisors/strategists out there, but there are few who hold the same standards, integrity, and work ethic as Remnant Wealth. If you're looking for someone that does… Read full review

Great priceFinancial planEstate planningRetirement savings consulting

BBrittany3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★

Remnant Wealth

Working with Remnant Wealth has been a great experience. David took the time to clearly explain our financial situation and helped us better understand our options moving forward. We appreciated how patient and thorough he was when walking us through the plan he developed for us. His knowledge and ability to break… Read full review

Financial planRetirement savings consultingInvestment advising

NNoah5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★

Remnant Wealth

I’ve not experienced anything less than amazing service from David. Highly recommend.

Great priceFinancial planRetirement savings consultingWealth management

AAaron2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★

Bedel Financial Consulting

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… Read full review

Financial planEstate planningRetirement savings consulting

Overall ratings

Experts Score 0–100iExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial advisors).

#	Company	ScoreiExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown.	FactorsiFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20.	★iGoogle star rating as shown on Google Maps.	Typical billiMedian bill customers of this company reported in their reviews (needs 3+ priced reviews).
1	Halter Ferguson Financial IncCarmel, IN	A 99iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AAAAA–	5.00	—
2	Bedel Financial ConsultingCarmel, IN	A 99iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%98+14.9Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AA–AA–	5.00	—
3	Remnant WealthCarmel, IN	A 99iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AA–AA–	5.00	—
4	Cooke Financial GroupCarmel, IN	A 99iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AA––A–	5.00	—
5	Carson Wealth Carmel (formerly Total Wealth Planning)Carmel, IN	A 99iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AA––––	5.00	—
6	Lewis Wealth Management LLCCarmel, IN	A 98iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%98+67.8Reliability 31%98+30.2Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AA––A–	5.00	—
7	Crown Haven Wealth AdvisorsCarmel, IN	A 84iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%82+44.7Reliability 24%82+19.9Value 14%87+12.3Replies to reviews 7%100+7.1Experts Score= 84Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AAAAAA	4.77	—

What jobs cost

What customers paid, from the price Google asks reviewers to report.

Financial Advisors in Indiana at a glance

How the 7 financial advisors we rated in Indiana compare, and what customers praise most.

How we grade

Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.

Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.

Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.

Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.

Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.

Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.