Find a Financial Planner in South Bend, IN


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We did the hard work of finding trustworthy partners in South Bend, IN.

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We Only Work With The Best South Bend Financial Advisors

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

3rd Party Rankings

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

Conflict Free

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


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


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 South Bend, IN

  • Financial Advisor Close to South Bend, 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 South Bend, IN

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near South Bend, IN

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

  • Population: 102,037
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $91,900
  • Average Monthly Housing Cost: $755
  • Average Household Income: $57,529
  • 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 South Bend, IN




(855) 242-3737

806 Howard St
Suite 200
South Bend, IN 46617

SEC#: 801-114192
Years in Business: 3 years



(574) 287-5977

202 S. Michigan St.
Suite 910
South Bend, IN 46601

SEC#: 801-22367
Years in Business: 37 years


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