Direct booking
Book time directly with this advisor, no back-and-forth required
Top 20 financial advisors of 20 near 47620
Out of 400,000+ nationwide
David D
CFP®
Mount Vernon, IN
The Other 90 Financial, LLC
David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.
Ryan H
Series 66
Evansville, IN
Edward Jones
Kaylee A
Series 66
Carmi, IL
Edward Jones
Steven S
Series 63, Series 65
Carmi, IL
StoneX Advisors Inc.
Blayne W
Series 66
Mt Vernon, IN
Kestra Advisory
Ryan K
Series 63, Series 65
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Tyler L
Series 63, Series 65
Mt Vernon, IN
FIFTH THIRD SECURITIES, Inc.
Daniel C
CFP®, Series 66
Mt Vernon, IN
Edward Jones
Osanna K
Series 66
Wadesville, IN
Ameriprise
Michael T
Series 63, Series 65
Mt Vernon, IN
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 20 financial advisors of 20 near 47620
Out of 400,000+ nationwide