Find a Financial Advisor in Elkhart, IN

 

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We Only Work With The Best Elkhart Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Elkhart, IN


  • Financial Advisor Close to Elkhart, IN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Elkhart, IN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Elkhart, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Elkhart financial advisors.
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How Retirement-Friendly is Elkhart, IN?

  • Population: 52,257
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $98,900
  • Average Monthly Housing Cost: $746
  • Average Household Income: $50,741
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)



The Top Financial Advisor Firms in Elkhart, IN

 

GUIDANCE INVESTMENT ADVISORS, LLC

Website

(574) 333-2083

3140 Windsor Court

Elkhart, IN 46514

SEC#: 801-71735
Years in Business: 11 years

ARCHER INVESTMENT CORPORATION

Website

(574) 294-2344

723 Bower St

Elkhart, IN 46514

SEC#: 801-64607
Years in Business: 16 years

ARCHER INVESTMENT CORPORATION

Website

(574) 294-2344

150 Easy Shopping Place Suite B

Elkhart, IN 46516

SEC#: 801-64607
Years in Business: 16 years

ATLANTIS WEALTH ADVISORS LLC

Website

(574) 293-5737

2300 Middlebury St.

Elkhart, IN 46516

SEC#: 801-79013
Years in Business: 7 years

 


Elkhart, IN Financial Advisor FAQs

Financial advisors are experts in understanding money, debt, banking, retirement investments, saving for the future and making personal financial decisions.
There are many questions you should ask. The most important question, though, is always the same - Does my financial advisor act with my best interests in mind? Having a clear understanding of how this person approaches decisions and making sure they know your goals will help determine if this is the right person for you. Interview them with these ground rules in mind to see if their style fits yours.
It is clear that the best time to start addressing finances is now. You are not too young or too old, and an advisor will be able to help you make wise decisions based on your personality type, risk tolerance, goals etc.
A good place to start looking for recommendations may be the Financial Industry Regulatory Authority (FINRA) website. This site provides information about their registered brokers/broker-dealers at FINRA BrokerCheck®. It also contains information about how they conduct background checks of potential investment professionals before granting them admitting privileges onto any market regulated by FINRA.