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Find The Best Financial Advisors in Valparaiso, Indiana

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 16 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

Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

Allworth Financial

2610 Lake Cook Road Suite 250

Riverwoods, IL 60015

888-242-6766

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
KOTYS WEALTH PROFESSIONALS 1111 Glendale Blvd, Suite 105 Valparaiso, IN, 46383	168156	$181,493,871	651	A percentage of AUM, Hourly charges, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
LAUER WEALTH MANAGEMENT 196 E 112 S, Valparaiso, IN, 46383	289763	$121,350,850	682	A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Valparaiso, Indiana

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Barney & Pendleton Group Inquire with Barney	61 Indiana Ave, Suite C Valparaiso, IN 46383	219-464-4441
Linda Stover Inquire with Linda	1508 Calumet Ave, Valparaiso, IN 46383	219-462-6687
Fifth Third Preferred Inquire with Fifth	808 Vale Park Road, Valparaiso, IN 46383	219-707-8822
Murphy Wealth Management Inquire with Murphy	334 West US Highway 30, Suite A Valparaiso, IN 46385	219-510-5069
Fifth Third Preferred Inquire with Fifth	808 Vale Park Road, Valparaiso, IN 46383	219-707-8822
Zachary Albers Inquire with Zachary	1508 Calumet Ave, Valparaiso, IN 46383	219-462-6687
Allstate Personal Financial Representative: Michael Kotys Inquire with Allstate	334 W US Highway 30, Ste E Valparaiso, IN 46385	219-379-5101
Fifth Third Private Bank Inquire with Fifth	57 South Michigan Ave, Suite 105 Valparaiso, IN 46383	219-660-4602
Dorvin Christner Inquire with Dorvin	1508 Calumet Ave, Valparaiso, IN 46383	219-531-6381
Blue Sky Financial Partners Inquire with Blue	2400 Cumberland Drive, Suite A Valparaiso, IN 46383	219-548-9370

Select other cities around Valparaiso, Indiana to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Valparaiso, Indiana

How To Find The Best Financial Advisors in Valparaiso, IndianaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Valparaiso, Indiana

Wesley Kotys

Kotys Wealth Professionals

Allworth Financial

Allworth Financial

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

Additional Financial Advisors in Valparaiso, Indiana

Select other cities around Valparaiso, Indiana to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Valparaiso, Indiana
Last Updated - 13-Jun-2023

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