Best Financial Advisors in Valparaiso, IN

24 firms listed · 13 in Valparaiso · 3 open weekends · 19 rated 4.5+ · 2 show a license

Data verified October 19, 2026

Laciak Accountancy Group

Laciak Accountancy Group

(1)
“Joe literally knows everything about every possible situation business owners face with their finances because he's been doing the same thing for his whole life.”
In Business Since 1986
Accepts All Major Credit Cards
BBB Accredited
Remote Consultations Available
56 S Washington St 2nd floor, Valparaiso, IN
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Murphy Wealth Management

Murphy Wealth Management

(17)
  • Taxes
  • Financial Advisor
  • Job
“They have guided me on retirement plan options through changing careers and explained the reasonable path for long term care for my parents while helping me think about taking care of my family later in my life.”
In Business Since 2018
Family Business
332 W US Hwy 30 # B, Valparaiso, IN
i
Barney & Pendleton Group

Barney & Pendleton Group

In Business Since 2013
Transparent Fees & Pricing
61 Indiana Ave c, Valparaiso, IN
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Blue Sky Financial Partners

Blue Sky Financial Partners

(3)
“Best Financial Planners you can find, would be hard to compare the service they provide in my option would rate them 10 Stars and they take the time with you and make sure you understand everything for A to Z and you never feel rushed or pressured in...”
In Business Since 2012
2400 Cumberland Dr suite a, Valparaiso, IN
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R.B. Smith Co.

R.B. Smith Co.

(1)
“Very professional, knowledgeable, and willing to help in any way that they can”
In Business Since 2004
554 Vale Park Rd, Valparaiso, IN
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Vertical Financial Group

Vertical Financial Group

(1)
“Their team have been in the business for decades.”
In Business Since 2015
555 Eastport Center Dr #B, Valparaiso, IN
i

The 24 firms listed for Valparaiso, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Valparaiso, IN

Of the 24 firms we list here, 13 are in Valparaiso itself and 11 come from towns including Crown Point (5, 15 mi), Merrillville (4, 14 mi) and Chesterton (1, 8 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 85 reviews; 19 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business owner strategies (2), insurance solutions (2), investment management (2), long-term care planning (2) and our approach (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 40 years. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Valparaiso listed here?

13 of the 24 firms are located in Valparaiso. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Kotys Wealth Professionals

Kotys Wealth Professionals

In Business Since 2010
BBB Rating: A+
1111 E Glendale Blvd Suite 105, Valparaiso, IN
i
Charlesworth Financial Services

Charlesworth Financial Services

Free Initial Consultation
2000 Comeford Rd Suite 1, Valparaiso, IN
i
Harvest Wealth Partners

Harvest Wealth Partners

In Business Since 2021
Family Business
CFP Certified
1759 Thornapple Cir, Valparaiso, IN
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Thrivent - Northwest Indiana Group

Thrivent - Northwest Indiana Group

(1)
“Good people and even better water.”
57 Franklin St #207, Valparaiso, IN
i
Sikorski Wealth Management Group

Sikorski Wealth Management Group

“When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.”
In Business Since 2005
203 Jefferson St, Valparaiso, IN
i
Farrall Wealth

Farrall Wealth

In Business Since 2010
105 Lincolnway #205, Valparaiso, IN
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Patten Financial Group

Patten Financial Group

In Business Since 2021
209 Morthland Dr Suite 2A, Valparaiso, IN
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Oak Partners

Oak Partners

(6)
  • Team
  • Informative
“Oak Partners has a great group of people to work with!”
In Business Since 1996
Accepts All Major Credit Cards
BBB Rating: A+
Crown Point, IN · 15 mi from Valparaiso
i
Chase Lowden, Financial Advisor

Chase Lowden, Financial Advisor

(10)
  • Questions
  • Patient
  • Know
“I would highly recommend speaking with Chase Lowden for questions regarding life insurance, long term care insurance, Roth IRA's, Annuities or anything other financial needs or questions you might have, even if you don't know how to start, he will ea...”
In Business Since 2005
Merrillville, IN · 14 mi from Valparaiso
i
Conduit Investment Advisors

Conduit Investment Advisors

(7)
  • January
“I have been familiar with Eric January's leadership and tenacious attitude toward achieving financial success for years and have found him to be "spot-on" in his approach to finances.”
In Business Since 2017
Free Initial Consultation
Licensed
Crown Point, IN · 15 mi from Valparaiso
i
Laszlo Rigsby Advisory

Laszlo Rigsby Advisory

(3)
“John and Tim do a great job with taxes- last few years working with them have been exceptional!”
In Business Since 2012
Merrillville, IN · 14 mi from Valparaiso
i
Joseph Korzeniewski, Financial Advisor @ Airey Financial Group

Joseph Korzeniewski, Financial Advisor @ Airey Financial Group

(2)
“Joseph was very personable and easy to work with.”
In Business Since 2005
Merrillville, IN · 14 mi from Valparaiso
i
Aspirean Wealth

Aspirean Wealth

(4)
  • Team
“More than that, like counselors, they help prioritize and mitigate all the ideas, thoughts, feelings, and conversations that feed into dream seeking.”
In Business Since 2017
Licensed
Chesterton, IN · 8 mi from Valparaiso
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Eley-Graham-Austgen Financial Advisory Services

Eley-Graham-Austgen Financial Advisory Services

In Business Since 2001
Crown Point, IN · 15 mi from Valparaiso
i
Forsythe Wealth Management

Forsythe Wealth Management

(1)
“We are very pleased with the opportunities they have created for us and most importantly the excellent customer service and care they have shown in managing our finances.”
In Business Since 2019
Crown Point, IN · 15 mi from Valparaiso
i
Furmankiewicz & Associates

Furmankiewicz & Associates

(3)
“We have been his clients for over 20 years, for our business, rental and individual taxes, as well as negotiating back taxes with IRS.”
In Business Since 2008
Porter, IN · 10 mi from Valparaiso
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Envoy Wealth Management

Envoy Wealth Management

In Business Since 2017
Crown Point, IN · 15 mi from Valparaiso
i
Life IS Pleasant

Life IS Pleasant

(6)
  • Life Insurance
“The application process was smooth, easy and hassle free, she took care of everything for me as I have a busy work schedule and even followed up to let me know I was approved and responded very quickly with any follow up questions.”
Merrillville, IN · 14 mi from Valparaiso
i
HomeWealth Management AdvisorsIndianaValparaiso, IN

Retirement Planning and Investment Management Services in Valparaiso, IN Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 293 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 293 cost profiles.

Why these companies made our list

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