How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in South Bend, Indiana

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for South Bend, Indiana, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in South Bend, Indiana

South Bend has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in South Bend, Indiana have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in South Bend, Indiana mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in South Bend, Indiana.

Qualified Financial Advisors in South Bend, Indiana

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Wesley KotysCFP^®, AAMS^®Kotys Wealth Professionals1111 Glendale Blvd.Valparaiso, IN 46383	21 Years	Not Specified	$500,000	Fee-Only
Edelman Financial Engines, LLC9921 Dupont Circle Drive WestFt Wayne, IN 46825	N/A	$0	Not Specified	Fee-Only

Financial Advisor

Wesley KotysCFP^®, AAMS^®Kotys Wealth Professionals1111 Glendale Blvd.Valparaiso, IN 46383

Experience21 Years

AUMNot Specified

Minimum Assets$500,000

Fee StructureFee-Only

Financial Advisor

Edelman Financial Engines, LLC9921 Dupont Circle Drive WestFt Wayne, IN 46825

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in South Bend, Indiana

VETTED

Wesley KotysCFP^®, AAMS^®

Kotys Wealth Professionals

About Wesley Kotys

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER^™ Professional.

As Founder and CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process.

Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013.

As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University and graduated from Indiana Wesleyan University with a bachelor's degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations:

CERTIFIED FINANCIAL PLANNER^™ (CFP®)

Accredited Asset Management Specialist (AAMS®)

Series 66 Uniform Securities Agent/Registered Investment Advisor

Life and Health Insurance

About Kotys Wealth Professionals

At Kotys Wealth Professionals, we believe in a personalized approach to wealth managementone that truly sets us apart. Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities. Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our clients best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions. We would like the opportunity to discuss how our personalized services can benefit you. Please reach out to us at 219-465-6924 or info@kotyswealthpro.com. You can also visit our website at www.kotyswealthpro.com for more information.

Investment Advisory services offered through TKG Advisors, LLC,/a Registered Investment Advisor.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Qualifications

CRD# 4051934 Firm CRD# 168156

Compensation/Fee

Fee-Only, Based on Assets

Office Location

1111 Glendale Blvd.,Suite 105,Valparaiso,IN 46383

Phone Number

219-465-6924

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Location

9921 Dupont Circle Drive West,Suite 225,Ft Wayne,IN 46825

Phone Number

877-208-7414

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in South Bend, Indiana

South Bend, Indiana is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in South Bend, Indiana are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in South Bend, Indiana, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


40/86 ADVISORS, INC.Carmel, IN	78	15	$26,678,534,447	A percentage of AUM, Performance Based
ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN	37	10	$25,872,395,406	A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
OXFORD FINANCIAL GROUP, LTDCarmel, IN	150	6270	$18,201,054,484	A percentage of AUM, Fixed fees
SAPIENT CAPITAL LLCIndianapolis, IN	56	5947	$11,439,805,300	A percentage of AUM, Fixed fees, Performance Based
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN	42	2231	$4,946,760,100	A percentage of AUM, Fixed fees
MJ RETIREMENTCarmel, IN	11	314	$4,412,477,143	A percentage of AUM, Fixed fees
SYM FINANCIAL ADVISORSWinona Lake, IN	75	5346	$4,055,387,303	A percentage of AUM, Fixed fees
THURSTON SPRINGER ADVISORSIndianapolis, IN	68	4342	$3,957,978,217	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
WINTHROP CAPITAL MANAGEMENTCarmel, IN	27	790	$3,796,591,805	A percentage of AUM, Hourly charges, Fixed fees
CX INSTITUTIONAL, LLCAuburn, IN	92	10518	$3,337,998,958	A percentage of AUM, Fixed fees
GOELZER INVESTMENT MANAGEMENTCarmel, IN	36	1690	$3,159,426,779	A percentage of AUM, Fixed fees
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN	15	16	$2,897,334,642	A percentage of AUM
DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN	61	1716	$2,677,442,196	A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)
EVERENCE CAPITAL MANAGEMENT, INC.Goshen, IN	11	8	$2,454,782,653	A percentage of AUM
BAXTER CAPITAL MANAGEMENT INCIndianapolis, IN	3	15	$2,342,392,629	A percentage of AUM, Fixed fees