Stephanie Willison Named One of the Best Financial Advisors in Indianapolis
Digital Reference, a company that spotlights professionals who stand out in their industries, has named Stephanie Willison, CFP®, CPS/PFS, AIF® a financial advisor who is making things happen in Indianapolis.
According to Digital Reference, “These professionals aren’t just money managers. They are trusted partners who bring clarity in a world full of financial noise. By providing tailored strategies, they empower individuals, families, and entrepreneurs to pursue their goals with confidence.”
The Best Financial Advisors in Indianapolis: This rating was published in November 2025. The candidates for the award were evaluated on a combination of factors that reflect both professional excellence and community engagement. The process involved research into their certifications, licenses, and years of experience. Their achievements and recognition were also considered, including notable career milestones, industry awards, and measurable impact on clients. In addition, emphasis was placed on local presence, confirming that each advisor is actively serving the Indianapolis community. Finally, evaluators highlighted unique approaches by identifying professionals who bring distinctive philosophies or innovative strategies to their practice. Savant did not pay a fee to participate in this ranking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.