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Find The Best Financial Advisors in Valparaiso, Indiana

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Valparaiso is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Valparaiso & pick the one as per your needs

How To Find The Best Financial Advisors in Valparaiso, Indiana

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Valparaiso, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Valparaiso, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Valparaiso, Indiana have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Valparaiso, Indiana

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Wesley Kotys

Kotys Wealth Professionals

219-465-6924

Top Financial Advisor Firms in Valparaiso, Indiana (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
KOTYS WEALTH PROFESSIONALS
1111 Glendale Blvd, Suite 105
Valparaiso, IN, 46383
168156 $188,995,881 695 A Percentage of AUM, Hourly charges, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
LAUER WEALTH MANAGEMENT
196 E 112 S,
Valparaiso, IN, 46383
289763 $120,592,318 816 A Percentage of AUM, Hourly charges, Fixed Fees

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