Find a Financial Advisor in Saint Joseph County, IN

 

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We did the hard work of finding trustworthy partners in St. Joseph County, IN.

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We Only Work With The Best Saint Joseph County 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

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 St. Joseph County, IN


  • Financial Advisor Close to St. Joseph County, 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 St. Joseph County, 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 St. Joseph County, IN

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

  • Population: 270,216
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $136,900
  • Average Monthly Housing Cost: $793
  • Average Household Income: $71,909
  • 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 St. Joseph County, IN

 

KFG WEALTH MANAGEMENT, LLC

Website

(574) 247-5898

6910 North Main Street
Building 16, Unit 41
Granger, IN 46530

SEC#: 801-78914
Years in Business: 7 years

 


St. Joseph County, IN Financial Advisor FAQs

A financial advisor's fee varies widely, depending on many factors like the complexity of your goals and your assets. The more complex the situation you present to them, the more knowledge they will need to be able to question you on all aspects of your financial life.
Most financial advisors get paid through commissions. The amount of fees they receive can either be a flat fee or an hourly charge.
When deciding to hire a financial advisor, it's important to ask if they're licensed and registered with the appropriate regulatory authorities.
There are many ways to find a financial advisor for free, but the two most common options are asking your local bank or talking with an individual through your company's human resources department.