Everwise Investment Services

Randy Tarter, CFP®

Meet one of Everwise Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNERprofessionals.

Randy Tarter, CFP®

7607 E. US Highway 36
Avon, IN 46123

Office: (877) 688-5990 Ext. 5306

I focus on educating clients, keeping things as simple and understandable as possible, with a goal to build their trust in me as a fiduciary in advisory relationships, with their own best interests as the basis of any recommendations.

I've been with Everwise Investment Services since 2003. Many things have changed over the years, but my role today isn't all that different from when I first became a financial advisor at the age of 21. My clients have told me they see me as their family "Financial Doctor" and personal "Finance Professor." I work with clients to uncover their financial aches and pains, and address any ailments they have with regard to retirement planning, better earnings and tax strategies related to their investments, wealth transfer, and preservation.

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Representative of LPL Financial
  • Licensed Insurance Agent
  • Check Randy's background on FINRA's BrokerCheck

I am guided by three basic principles:

  • Give people strategies and tools to help their money work hard for them.
  • Provide guidance and direction along the way to assist them in continuing to make smart financial decisions in their life.
  • Educate them on ways to effectively preserve their assets during their life and better distribute remaining assets in a more tax-efficient way at death.

Professional Services

  • Financial Planning
  • Investment Management
  • Personal Financial Assessments
  • Tax-Advantaged Investment Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Insurance Planning

Let's work together to develop a plan:

I believe my financial knowledge and the care I have for my clients' well-being are why I've been told I have the heart of a teacher and skill of a doctor. That's why Everwise Credit Union members come to me to answer their questions and refer others to me who might need my help. Please contact me for a no-cost, no obligation consultation.

All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Routing Number | 271291826