Top Picks · Greenwood
Best Financial Advisors in Greenwood, IN
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Greenwood, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Bailey & Wood Financial Group with a 5.0-star rating from 329 Google reviews and an RNM Score of 88/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Shawna Ballard - Financial Advisor, Ameriprise Financial Services, LLC
Shawna Ballard is top-ranked for her personalized financial planning and strong client relationships in the Greenwood area.
Most Reviewed
Edward Jones - Financial Advisor: Curtis L McClure, ChFC®|CLU®
A high review count indicates broad client trust and consistent service experience over time.
When choosing a financial advisor in Greenwood, consider both the advisor's credentials and your personal comfort with their communication style. It's wise to interview at least two advisors to compare their approach to your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
24
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating on Google.
616 N Madison Ave, Greenwood, IN 46142, USA5.0 stars from 31 reviews, reflecting exceptional client satisfaction in Greenwood.
3209 W Smith Valley Rd Suite 246, Greenwood, IN 46142, USAHolds a perfect 5.0-star rating from 13 reviews on Google.
1499 Windhorst Way Suite 210, Greenwood, IN 46143, USAFinancial 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 | Blue Trust | Greenwood Financial Advisors549 E County Line Rd a, Greenwood, IN 46143, USA | 5.0★ | 1 |
| #6 | Scott Poore - Thrivent1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, USA | 5.0★ | 1 |
| #7 | Edelman Financial Engines1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA | 4.0★ | 1 |
| #8 | Financial Plans & Strategies375 N Madison Ave, Greenwood, IN 46142, USA | 5.0★ | 1 |
| #9 | Promise Advisory Group622 N Madison Ave #10, Greenwood, IN 46142, USA | — | — |
| #10 | Marian Investor Coaching, Inc698 Oldefield Cmns Dr #1, Greenwood, IN 46142, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Greenwood
5.0-star rating from 4 Google reviews for a Greenwood financial advisor.
3147 W Smith Valley Rd Suite E, Greenwood, IN 46142, USA
This local advisor holds a perfect 5.0-star rating from early client reviews.
549 E County Line Rd a, Greenwood, IN 46143, USA
5.0★ from 1 review, reflecting exceptional early client satisfaction.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, USA
A solid 4.0-star rating based on a small number of Google reviews.
1499 Windhorst Way Suite 210, Greenwood, IN 46143, USA
5.0-star rating from initial Google reviews, serving Greenwood, IN.
375 N Madison Ave, Greenwood, IN 46142, USA
New to Greenwood, this financial advisor has no client reviews yet for shoppers to consider.
622 N Madison Ave #10, Greenwood, IN 46142, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional early client satisfaction.
698 Oldefield Cmns Dr #1, Greenwood, IN 46142, USA
Earned a perfect 5.0-star rating from early client reviews.
435 E Main St Ste 185, Greenwood, IN 46143, USA
5.0★ rating from 11 Google reviews for a Greenwood financial advisor.
8001 S Meridian St, Indianapolis, IN 46217, USA
Earns a perfect 5.0-star rating from a handful of local Google reviews.
1638 W Smith Valley Rd # A, Greenwood, IN 46142, USA
Earns a perfect 5.0-star rating from its first few client reviews.
698 Oldefield Cmns Dr Ste 3, Greenwood, IN 46142, USA
Earned a perfect 5.0-star rating from a handful of client reviews.
1530 American Way, Greenwood, IN 46143, USA
Earned a perfect 5.0-star rating from its first few client reviews.
720 Executive Park Dr, Greenwood, IN 46143, USA
A Greenwood financial advisor with no customer reviews yet to guide your choice.
435 E Main St Ste 185, Greenwood, IN 46143, USA
Rated a perfect 5.0 stars based on a handful of client reviews.
640 US 31 S B, Greenwood, IN 46142, USA
5.0 stars from 3 Google reviews, offering trusted financial guidance in Greenwood.
3056 W Stones Crossing Rd Suite B, Greenwood, IN 46143, USA
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Financial Advisors in Greenwood, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bailey & Wood Financial Group | 88/100 | 5.0 ★ | 329 |
| 2 | Financial Independence Team | 89/100 | 5.0 ★ | 31 |
| 3 | Scott Garrigus - Edelman Financial Engines | 76/100 | 5.0 ★ | 13 |
| 4 | Benham Advisory Group | 79/100 | 5.0 ★ | 4 |
| 5 | Blue Trust | Greenwood Financial Advisors | 74/100 | 5.0 ★ | 1 |
| 6 | Scott Poore - Thrivent | 65/100 | 5.0 ★ | 1 |
| 7 | Edelman Financial Engines | 48/100 | 4.0 ★ | 1 |
| 8 | Financial Plans & Strategies | 74/100 | 5.0 ★ | 1 |
| 9 | Promise Advisory Group | 15/100 | — | 0 |
| 10 | Marian Investor Coaching, Inc | 76/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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