Fiduciary advisors in Elkhart, IN

Elkhart, Indiana

Independent RIA

Indiana Trust Wealth Management is an independent registered investment adviser in Elkhart, Indiana, offering estate planning, financial planning, and investment management services to individuals, families, and employers. The firm acts as a corporate fiduciary and trustee, administering trusts and managing investments according to fiduciary standards without commissions. Indiana Trust also provides employee retirement plan administration services and utilizes a multi-level diversification approach, including socially responsible investing options, as part of its investment strategy development and ongoing portfolio management.

Elkhart, Indiana

Scott Tonkovich, 1st Source Asset Advisors is an investment advisory firm in Elkhart, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Elkhart, Indiana

United Capital Financial Advisors is an investment advisory firm in Elkhart, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Elkhart, Indiana

Wealth Enhancement Group is an investment advisory firm in Elkhart, Indiana. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.