Best Financial Advisors in Valparaiso, IN

15 firms listed · 12 in Valparaiso · 10 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

Laciak Accountancy Group

Laciak Accountancy Group

5.0 1 review
“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.”
BBB accreditedSince 1986Virtual consultations
56 S Washington St 2nd floor
i
Murphy Wealth Management

Murphy Wealth Management

5.0 17 reviews
“They are not only an advocate in your corner but are also caring and compassionate.”
Since 2018Family-owned
332 W US Hwy 30 # B
i
Patten Financial Group

Patten Financial Group

5.0 9 reviews
“He is the greatest, most helpful kind individual I would be lost without him.”
Since 2021
209 Morthland Dr Suite 2A
i
Blue Sky Financial Partners

Blue Sky Financial Partners

5.0 8 reviews
“If you want a reliable monetary future please go see them!”
Since 2012
2400 Cumberland Dr suite a
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R.B. Smith

R.B. Smith

5.0 1 review
“Very professional, knowledgeable, and willing to help in any way that they can”
Since 2004
554 Vale Park Rd
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Vertical Financial Group

Vertical Financial Group

5.0 1 review
“Wealth management team providing: financial, retirement and estate planning.”
Since 2015
555 Eastport Center Dr #B
i

The 15 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 15 firms we list here, 12 are in Valparaiso itself and 3 come from Chesterton (2, 8 mi) and Porter (1, 10 mi). 11 of the firms on this page have a rating, from 3.5 to 5.0 across 62 reviews; 10 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 40 years. 1 offers remote or virtual consultations; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 14 list a public email and 4 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.

Do firms listed for Valparaiso take financial planning bookings online?

4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Kotys Wealth Professionals

Kotys Wealth Professionals

BBB A+Since 2010
1111 E Glendale Blvd Suite 105
i
Sikorski Wealth Management Group

Sikorski Wealth Management Group

Since 2005
203 Jefferson St
i
Charlesworth Financial Services

Charlesworth Financial Services

5.0 1 review
“Cassey is awesome, and both she and Juli went over our taxes with a fine‑tooth comb — digging deep, catching details, and making sure everything was handled correctly.”
Free consultation
2000 Comeford Rd Suite 1
i
Barney & Pendleton Group

Barney & Pendleton Group

Since 2013Prices online
61 Indiana Ave c
i
Harvest Wealth Partners

Harvest Wealth Partners

CFP certifiedSince 2021Family-owned
1759 Thornapple Cir
i
Farrall Wealth

Farrall Wealth

Since 2010
105 Lincolnway #205
i
Aspirean Wealth

Aspirean Wealth

5.0 4 reviews
“They are always there for us and are very friendly professional and knowledgeable.”
LicensedSince 2017
Chesterton, IN · 8 mi from Valparaiso
i
Furmankiewicz & Associates

Furmankiewicz & Associates

5.0 4 reviews
“They have a proven track record of A+++ in our books with a professional etiquette & personal attention.”
Since 2008
Porter, IN · 10 mi from Valparaiso
i
Accelerant

Accelerant

Since 2009Prices online
Chesterton, IN · 8 mi from Valparaiso
i
HomeWealth Management AdvisorsIndianaValparaiso, IN

Why these companies made our list

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