Financial Advisors in Indiana

Warren Ward, CFP
Warren Ward Associates, Financial Planning - Financial Advice As Individual As You Are (sm)
We take a holistic approach to financial planning and believe that the numbers are only part of the story. We are a small boutique financial planning and investment management firm. While we are physically located in Columbus, we serve clients all over the central and southern part of Indiana.... See More

Kevin Chandler, CFP


The balance of your financial life is greater than the sum of your gains and losses.
Time has taught us all a cruel lesson in balance: losses hurt more than gains help. Now is the time to find a financial partner who can create balance for your future through sound financial planning.

Galecki Financial Management, Inc. is the ideal choice for that partnership.

We are a Fee-Only Financial Planning and Investment Advisory firm. We do not accept commissions. We do not sell financial products. These facts ensure objective recommendations since our compensation is not based upon your decision to purchase financial products.

We specialize in serving the Medical Community. Greg Galecki has been named by Medical Economics as One of The Top 150 Advisors for Physicians.

We have 4 Professional staff members (all CFPs) and 5 support staff to serve less than 250 clients! Your quarterly meetings are well organized and designed to keep you informed and on track with your desired future.

All We Sell Is Time And Knowledge!&n... See More

Brent Perry, CFP
Piedmont Financial Advisors specializes in helping busy people make smart financial decisions. We have expertise in working with middle income individuals and families. Our focus is looking holistically at all aspects of your financial life including: budgeting, investments, taxes, retirement planning, insurance, estate planning, college planning, and making major purchases.
We offer a complementary 1-hour consultation. Call or email to schdule an appointment.... See More