Top financial advisors in Michigan City, IN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Michigan City, IN when you're navigating complex financial decisions like retirement planning or investment management. A common mistake is working with an advisor who overlooks how local tax rules and living costs affect your overall financial picture.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your planning to avoid surprises.
- Cost of living awareness. Ask how they adjust budgets and investment strategies to reflect Michigan City's generally lower expenses.
- Experience with regional markets. Ensure they understand local economic factors that could impact your investments and financial goals.
- Holistic retirement planning. Check if they consider both income sources and tax implications specific to your state when crafting your retirement strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Taylor B
Series 63, Series 66
Michigan City, IN
Fidelity
Taylor Bongiovanni offers seven years of experience in Michigan City, IN, with expertise in charitable giving and active portfolio management, supported by Series 63 and 66 credentials. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he provides access to sophisticated investment strategies and institutional resources that may differ from smaller local advisors.
Experience: 7 years
Avg account: $234,793
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Kevin C
Series 66
Michigan City, IN
Paradigm Wealth Management, LLC
Kevin Cooney's 18 years of experience and Series 66 designation equip him to address Michigan City's financial nuances, including local tax and cost of living factors. At Paradigm Wealth Management, he serves high-net-worth clients with a tailored investment approach combining fundamental and technical analysis, offering flexible fee options like a 1% AUM fee or negotiable hourly rates, distinguishing him from other advisors in the area.
Experience: 19 years
Avg account: $1,320,080
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Stephen D
Series 63, Series 65
Trail Creek, IN
Horter Investment Management, LLC
Stephen Dissette offers expertise in wealth management and active portfolio management, with 18 years of experience and a focus on clients approaching retirement, making him well-suited for financial needs in Michigan City, IN. His firm provides a blend of tactical and passive investment strategies, flat-fee planning options, and serves a diverse client base including trusts and pension plans, distinguishing him from other local advisors.
Experience: 18 years
Avg account: $223,282
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Andrew M
Series 66
Michigan City, IN
StoneX Advisors Inc.
Andrew Mason offers financial consulting with flat-fee and hourly options, providing flexibility for clients in Michigan City, IN. With 20 years of experience and a Series 66 credential, he specializes in ESG and sustainable investing, supported by StoneX Advisors Inc.'s diverse investment strategies and services for individuals and organizations.
Experience: 20 years
Avg account: $501,072
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Bradley W
Series 63, Series 65
Michigan City, IN
Summit Financial, LLC
Bradley Werner's 33 years of experience and expertise in tax-loss harvesting and retirement plans for business owners make him well-suited for financial planning in Michigan City, IN, where local tax and cost of living factors are crucial. His independent, flat-fee approach at Summit Financial, LLC, which manages $15 billion in assets, offers a seasoned perspective distinct from advisors with different fee structures or less regional focus.
Experience: 33 years
Avg account: $1,318,898
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