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 advisor based in Lafayette, Indiana, specializing in retirement planning. The firm's team includes CFP certificants. They conduct business in English and maintain a 5-star rating on Google.

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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 offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients seeking integrated financial solutions.

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VALOR WEALTH GROUP

Lafayette, Indiana

Valor Wealth Group is based in Lafayette, Indiana and provides investment advisory services. Additional details about specialties, service offerings, and fee structure are not currently available.

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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.

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Next Adventure Financial

Northwestern Mutual

VALOR WEALTH GROUP

Financial advisors in Lafayette, Indiana

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