Finding a Top Financial Advisor Firm in Greenwood, Indiana
If you're looking for a financial advisor in Greenwood, Indiana, we can help you find one. The SmartAsset financial experts tracked down all registered investment advisors (RIAs) in the city to find the top. As fiduciaires, RIAs must provide advice solely in the interests of their clients or face penalties that could lead to legal action. To make your search even easier, check out SmartAsset's financial advisor matching tool to connect with advisors in your area.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Financial Plans & Strategies, Inc. Find an Advisor||$500,233,986||$150,000|| || |
|2||Treybourne Wealth Planners Find an Advisor||$422,121,938||No set account minimum|| || |
Minimum AssetsNo set account minimum
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How We Found the Top Financial Advisor Firms in Greenwood, Indiana
To find the top financial advisors in Greenwood, Indiana, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
Financial Plans & Strategies
Financial Plans & Strategies tops our Greenwood list. The firm's team of advisors includes two professional plan consultants (PPCs), one certified public accountant (CPA) and two certified financial planners (CFPs). Most of the firm’s clients are individuals with less than a high net worth, though it also works with some high-net-worth individuals.
You can open an account with this firm if you meet its minimum investment of $150,000. Under certain circumstances, though, the firm may decide to accept less than that amount.
Some of the advisors at this fee-based firm may earn commissions when they sell insurance products to clients. Although this represents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.
Financial Plans & Strategies Background
Michael Meiners founded Financial Plans & Strategies in 1982. He still owns the firm, in addition to holding the position of president. Meiners can trace his career back to the 1970s, and he specializes in retirement and estate planning.
The team of advisors at this firm offers investment management and financial planning services. These plans can address a variety of topics including the following:
- Estate planning goals
- Retirement planning
- Education funding
- Insurance analysis and management
- Cash management and certain treasury services
Moreover, the firm also advises corporate plan sponsors of qualified retirement plans.
Financial Plans & Strategies Investment Strategy
Financial Plans & Strategies designs portfolios based on the risk tolerance, goals and investment restrictions of the client. The firm diversified portfolios with different securities which may include infidual stocks, bonds, mutual funds and exchange-traded funds (ETFs).
The investment management team continuously monitors these portfolios and rebalances them when deemed appropriate.
Treybourne Wealth Planners
Rounding out our list is Treybourne Wealth Planners, which is located in western Greenwood. The firm's staff of financial advisors includes three certified public accountants (CPAs), three personal finance specialists (PFSs), five certified financial planners (CFPs) and one accredited investment fiduciary (AIF).
As a fee-only firm, Treybourne's only source of compensation is the fees that are charged to clients. In other words, the firm does not earn sales commissions from third-party companies.
Treybourne Wealth Planners Background
Treybourne Wealth Planners formed in 1983, and it’s owned by firm president and chief compliance officer (CCO) Martin J. Armbruster. Armbruster is in charge of a team that offers different advisory programs with varying levels of support. The firm also has an office location in Chicago.
Its wealth and retirement program is designed to be a holistic financial plan that can cover numerous topics like retirement planning, risk tolerance, education funding, wealth transfers and inheritance, charitable giving, stock compensation, investment analysis and design, budgeting and cash flow, new employment, purchasing a home, marriage or divorce, tax planning and tax-loss harvesting, estate planning and insurance review.
The team can also design and manage portfolios to help clients meet their goals. Or, the firm can provide occasional support to clients who wish to manage their own portfolios.
Treybourne Wealth Planners Investment Strategies
Treybourne Wealth Planners devises investment strategies based on the client’s risk tolerance, goals, tax situation, liquidity needs and more. Portfolios may invest in various securities such as mutual funds, exchange-traded funds (ETFs), stocks and bonds.
Treybourne Wealth Management generally focuses on long-term purchases. This means it invests in securities with the intention of holding them for more than a year.