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Financial Advisors in Greenwood, IN — Free Estimates
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Greenwood, IN by verified customer ratings and review volume. The highest-rated is Bailey & Wood Financial Group with a 5.0-star rating from 329 verified reviews. Also in the top tier: Financial Independence Team and Scott Garrigus - Edelman Financial Engines. The average rating across all listed financial advisors in Greenwood is 4.9 stars from 24 reviews per business on average.
Financial advisors in Greenwood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
24
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Bailey & Wood Financial Group
616 N Madison Ave, Greenwood, IN 46142, USA
Financial Independence Team
3209 W Smith Valley Rd Suite 246, Greenwood, IN 46142, USA
Scott Garrigus - Edelman Financial Engines
1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA
Financial Advisors Rankings in Greenwood, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Bailey & Wood Financial Group616 N Madison Ave, Greenwood, IN 46142, USA | 5.0★ | 329 |
| #2 | Financial Independence Team3209 W Smith Valley Rd Suite 246, Greenwood, IN 46142, USA | 5.0★ | 31 |
| #3 | Scott Garrigus - Edelman Financial Engines1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA | 5.0★ | 13 |
| #4 | Benham Advisory Group3147 W Smith Valley Rd Suite E, Greenwood, IN 46142, USA | 5.0★ | 4 |
| #5 | Edelman Financial Engines1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA | 4.0★ | 1 |
| #6 | Financial Plans & Strategies375 N Madison Ave, Greenwood, IN 46142, USA | 5.0★ | 1 |
| #7 | Blue Trust | Greenwood Financial Advisors549 E County Line Rd a, Greenwood, IN 46143, USA | 5.0★ | 1 |
| #8 | Marian Investor Coaching, Inc698 Oldefield Cmns Dr #1, Greenwood, IN 46142, USA | 5.0★ | 2 |
| #9 | Promise Advisory Group622 N Madison Ave #10, Greenwood, IN 46142, USA | — | — |
| #10 | Shawna Ballard - Financial Advisor, Ameriprise Financial Services, LLC435 E Main St Ste 185, Greenwood, IN 46143, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Greenwood
Benham Advisory Group
3147 W Smith Valley Rd Suite E, Greenwood, IN 46142, USA
Edelman Financial Engines
1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA
Financial Plans & Strategies
375 N Madison Ave, Greenwood, IN 46142, USA
Blue Trust | Greenwood Financial Advisors
549 E County Line Rd a, Greenwood, IN 46143, USA
Marian Investor Coaching, Inc
698 Oldefield Cmns Dr #1, Greenwood, IN 46142, USA
Promise Advisory Group
622 N Madison Ave #10, Greenwood, IN 46142, USA
Shawna Ballard - Financial Advisor, Ameriprise Financial Services, LLC
435 E Main St Ste 185, Greenwood, IN 46143, USA
Scott Poore - Thrivent
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, USA
A.W.E. Wealth Management of Raymond James
1530 American Way, Greenwood, IN 46143, USA
Edward Jones - Financial Advisor: Curtis L McClure, ChFC®|CLU®
1638 W Smith Valley Rd # A, Greenwood, IN 46142, USA
Edward Jones - Financial Advisor: Scott B Frye, CEPA®
698 Oldefield Cmns Dr Ste 3, Greenwood, IN 46142, USA
Perry Financial Group
8001 S Meridian St, Indianapolis, IN 46217, USA
Graig A Huber - Private Wealth Advisor, Ameriprise Financial Services, LLC
435 E Main St Ste 185, Greenwood, IN 46143, USA
Eagle Financial Designs
720 Executive Park Dr, Greenwood, IN 46143, USA
Edward Jones - Financial Advisor: Shane S Matthews, CEPA®|AAMS®|CRPC™
3056 W Stones Crossing Rd Suite B, Greenwood, IN 46143, USA
Edward Jones - Financial Advisor: Christopher P Rosser, CFP®|AAMS®
640 US 31 S B, Greenwood, IN 46142, USA
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Frequently Asked Questions — Financial Advisors in Greenwood
What is a fiduciary financial advisor and why does it matter in Greenwood?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Greenwood, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Greenwood?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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