Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Aldebaran Capital
45yrs
Kenneth SkarbeckFinancial advisor
10293 N. Meridian St. Suite 300
Carmel, IN 46290
Top 1% by experience in Carmel
CFA
Woodley Farra
42yrs
Donald WoodleyFinancial advisor
8555 North River Road Suite 400
Indianapolis, IN 46240
Top 2% by experience in Indiana
CFAFee-only firm
Timucuan Asset Management
Top advisor by experience in Middlebury
CFA
Goelzer Investment Management
39yrs
Brett McKameyFinancial advisor
10 East Main Street Suite 110
Carmel, IN 46032
Top 4% by experience in Carmel
CFA
Wallington Asset Management
37yrs
Jeffrey DowdenFinancial advisor
8900 Keystone Crossing, Suite 1015
Indianapolis, IN 46240
Top 6% by experience nationwide
CFAFiduciary
Kcpag Financial Advisors
36yrs
John PorterFinancial advisor
7200 Eagle Crest Blvd.
Evansville, IN 47715
Top advisor by experience at Kcpag Financial Advisors
CFAFiduciary
Horizon Investment Services, LLC.
36yrs
David WrightFinancial advisor
7412 Calumet Ave
Hammond, IN 46324
Top advisor by experience in Hammond
CFA
Goelzer Investment Management
34yrs
James ConcannonFinancial advisor
10 East Main Street Suite 110
Carmel, IN 46032
Top 8% by experience in Carmel
CFACFP®Fiduciary
Bedel Financial Consulting
34yrs
David CrossmanFinancial advisor
8940 River Crossing Blvd. Suite 120
Indianapolis, IN 46240
Top advisor by experience at Bedel Financial Consulting
CFA
Oxford Financial Group
34yrs
Laura ClarkFinancial advisor
11711 North Meridian Street Suite 600
Carmel, IN 46032
Top 8% by experience at Oxford Financial Group
CFA
Oppenheimer Asset Management
33yrs
Michael RichmanFinancial advisor
630 West Carmel Drive Suite 250
Carmel, IN 46039
Top 10% by experience in Carmel
CFA
Corient
Top 8% by experience at Corient
CFAFiduciary
AMI Investment Management
31yrs
Michael AxelFinancial advisor
710 Krueger St.
Kendallville, IN 46755
Top advisor by experience in Kendallville
CFAFiduciary
Archer Investment
31yrs
John RosebroughFinancial advisor
11711 N. College Ave Suite 200
Carmel, IN 46032
Top 11% by experience at Archer Investment
CFA
Greenleaf Financial Group
Top 14% by experience in Carmel
CFACFP®
Norwood Economics
Top 16% by experience in Indiana
CFAFiduciary
Devotion Capital Management
Top 13% by experience in Granger
CFAFiduciaryFee-only firm
Focus Partners Wealth
29yrs
Frank EspositoFinancial advisor
75 Executive Drive Suite B
Carmel, IN 46032
Top 12% by experience at Focus Partners Wealth
CFA
Monarch Capital Management
28yrs
George DonnerFinancial advisor
127 West Berry Street Suite 402
Fort Wayne, IN 46802
Top 19% by experience in Indiana
CFAFiduciaryFee-only firm
Legacy Capital Group California
Top 19% by experience in Fishers
CFA
Scout Investments
28yrs
Robert CriderFinancial advisor
111 Monument Circle Suite 402
Indianapolis, IN 46204
Top 20% by experience in Indiana
CFAFee-only firm
Wabash Capital
28yrs
Donald EdwardsFinancial advisor
2901 Ohio Blvd Suite 242
Terre Hute, IN 47803
Top 20% by experience in Indiana
CFAFee-only firm
Winthrop Capital Management
28yrs
Gregory HahnFinancial advisor
10201 N Illinois Street Suite 450
Carmel, IN 46290
Top 18% by experience in Carmel
CFA
Kirr, Marbach & Company
27yrs
David KirrFinancial advisor
621 Washington Street
Columbus, IN 47202
Top 22% by experience in Columbus
CFA