IN · Lafayette

Fiduciary advisors in Lafayette, IN

3 advisors with offices in Lafayette. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Lafayette

Next Adventure Financial

Fiduciary ★5.0(11)

Lafayette, Indiana

CFP

Retirement Planning

Next Adventure Financial is a fiduciary advisory firm based in Lafayette, Indiana, specializing in retirement planning for clients age 50 and older. Led by Cody Lachner, a CFP and Enrolled Agent, the firm operates on a fee-only basis without earning commissions on product sales. The firm focuses on tax-efficient retirement strategy, investment improvement, and helping clients align their financial plans with retirement goals.

View details

Northwestern Mutual

★5.0(2)

Lafayette, Indiana

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Lafayette, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

View details

VALOR WEALTH GROUP

Lafayette, Indiana

Valor Wealth Group is a financial advisory firm based in Lafayette, Indiana, led by advisor Diego De Los Santos. The firm offers investment management and financial planning services across retirement planning, portfolio review, and wealth-building education for clients at various stages of their financial journey. The firm employs a three-step process of assessment, strategy development with client education, and ongoing plan maintenance, emphasizing a team approach and proactive relationship-based service.

View details

Financial advisors in Lafayette, Indiana

Advisors serving Lafayette specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Indiana advisors