What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Valparaiso, IN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Valparaiso, IN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Wesley Kotys
CFP®, AAMS™®
Kotys Wealth Professionals
Valparaiso, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving Northwest Indiana and surrounding areas.
Mark Rosinski
CFP®, RICP®, CPA
Dunes Financial
Valparaiso, IN
Specialties: Retirement Income Planning, Tax-smart Investment Guardrails, Tax Planning, Alignment of Money & Lifestyle, Investment Management
Flat-fee wealth management for professionals age 55+ nearing or in retirement. Retirement income planning, investments aligned with your income plan, and strategies to reduce lifetime taxes. Valparaiso, IN, serving clients virtually nationwide.
Justin McCurdy
CFP®
Bridge Financial Planning, LLC
Valparaiso, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Planning
From young professionals navigating their first career to retirees adjusting their financial perspective, our approach is tailored to meet the unique needs of each client. Located in Chattanooga, TN, serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
