Top Financial Advisors In Terre Haute, IN

SPYGLASS INVESTMENT MANAGEMENT is a leading financial management firm that was founded in 2005 and has grown to manage over $2.5 billion in assets. They offer a wide range of services, including investment management, retirement planning, and estate planning, for individuals and businesses. Their team of over 25 experienced advisors, including certified financial planners and tax experts, provides personalized strategies to help clients reach their financial goals. SPYGLASS INVESTMENT MANAGEMENT charges a fee based on a percentage of assets under management, aligning their interests with their clients’ success. They serve a diverse range of clients and are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interest. With a clean record and no disciplinary actions or complaints, clients can trust SPYGLASS INVESTMENT MANAGEMENT to provide expert financial advice and support.

Founded by a team of passionate and dedicated professionals, SPYGLASS INVESTMENT MANAGEMENT has become a go-to firm for individuals and businesses alike. They offer a range of specialized services, including risk management and employee benefits for businesses, to meet the unique needs of their clients. Their fee structure ensures that they are always working in their clients’ best interest, and their team’s diverse expertise ensures a well-rounded approach to financial management. As a registered investment advisor, SPYGLASS INVESTMENT MANAGEMENT is held to the highest standard and has a clean record, providing clients with peace of mind and confidence in their financial decisions. Trustworthy, experienced, and client-focused, SPYGLASS INVESTMENT MANAGEMENT is a top choice for anyone looking for expert financial guidance and support.

Wabash Capital, Inc. is a leading financial services provider that offers personalized solutions and expert advice to individuals, families, and businesses. Established in 2005, the firm has a strong reputation for its client-centered approach and commitment to delivering results. With a team of experienced advisors, Wabash Capital, Inc. helps clients create tailored financial plans that align with their unique needs and goals. From investment management to retirement planning, the firm provides a comprehensive range of services to help clients make confident financial decisions and achieve financial success. Wabash Capital, Inc. manages over $1.5 billion in assets and has a team of 50 dedicated advisors. The firm caters to a diverse client base and offers customized services to meet their specific needs. Through ongoing education and development, the firm's advisors stay up-to-date with the latest market trends and financial strategies to provide the best possible solutions to their clients. Wabash Capital, Inc. follows a transparent fee structure, with advisors being compensated based on a percentage of the assets under management. As a SEC-registered investment advisor, the firm is committed to maintaining transparency and always acting in the best interest of its clients. With a team of experienced financial professionals and a track record of success, Wabash Capital, Inc. is dedicated to helping clients achieve their financial goals and building long-term relationships.