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Find 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 Best Financial Advisors & Planners in Valparaiso?

Looking for a qualified financial advisor in Valparaiso? We can help you by narrowing down your options & listing the best financial advisors in Valparaiso as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Valparaiso near you with the list of certified and vetted Valparaiso financial advisors.

List of Qualified Financial Advisors in Valparaiso, Indiana

advisor-photo

Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

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Personal Capital

Personal Capital

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Chicago, IL 60601

650-556-1310

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Robb A DeJonge

Private Member Group at Notre Dame FCU

2025 Edison Rd
Suite A

South Bend, IN 46637

574-400-4786

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Kyle Nolan

Edelman Financial Engines, LLC

1515 W. 22nd Street Suite 850W

Oak Brook, IL 60523

630-756-5260

Top Financial Advisor Firms in 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 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
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 Avenue, Suite 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
Edward Jones
Inquire with Edward
2000 E Comeford, Ste 2 Valparaiso, IN 46383 219-464-8693

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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