Find a Financial Advisor in Winona Lake, IN

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Winona Lake, IN.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Winona Lake 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 Winona Lake, IN


  • Financial Advisor Close to Winona Lake, 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 Winona Lake, 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 Winona Lake, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Winona Lake financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Winona Lake, IN?

  • Population: 4,910
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $175,800
  • Average Monthly Housing Cost: $974
  • Average Household Income: $95,099
  • 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 Winona Lake, IN

 

SYM FINANCIAL ADVISORS

Website

(800) 888-7968

801 Park Ave

Winona Lake, IN 46590

SEC#: 801-23944
Years in Business: 36 years

 


Winona Lake, IN Financial Advisor FAQs

Generally, the bulk of a financial advisor's pay is commission-based. These financial advisors are compensated by commissions on investments or investment advice they recommend to clients, and typically do not receive a fixed salary.
Get references. Talk to friends and family members who've trusted their finances with someone before. Read reviews about them online.
A good place to start is by researching their educational background. You want someone who has been certified by an accredited program that has been established for at least 4 years. An important distinction between two credentials that often go unnoticed is whether they are accredited versus certified.
Financial advisors help people by building expertise in specialized areas of finance and thereby helping clients make more informed decisions on things like investing, savings, mortgages.