Find a Financial Advisor in Winona Lake, IN


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

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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.

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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

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 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.


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 Winona Lake, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Winona Lake financial advisors.
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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




(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.