1st Source Asset Advisors
South Bend, Indiana
1st Source Asset Advisors is an investment advisory firm in South Bend, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsIN · South Bend
Fiduciary advisors in South Bend, IN
6 advisors with offices in South Bend. Credentials, fee structures, and minimums are disclosed on each listing.
Billie Treber, 1st Source Asset Advisors
South Bend, Indiana
Billie Treber, 1st Source Asset Advisors is an investment advisory firm in South Bend, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsEverwise Wealth Management - Financial Advisor: Chris Eberly
South Bend, Indiana
Debt Management
Everwise Wealth Management - Financial Advisor: Chris Eberly is an investment advisory firm in South Bend, Indiana. The firm specializes in Debt Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLegacy Wealth Management - Ryan Hale
South Bend, Indiana
Investment Management
Wealth Management
Legacy Wealth Management - Ryan Hale is an investment advisory firm in South Bend, Indiana. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsMary Vegh - Vegh Wealth Management
South Bend, Indiana
Investment Management
Wealth Management
Vegh Wealth Management, led by founder Mary Vegh, provides financial planning and investment management services to clients in South Bend, Indiana. The firm operates as an independent advisor through LPL Financial and emphasizes personalized planning for retirement, education, and wealth building. Vegh draws on two decades of experience in investor relations and corporate finance before transitioning to independent financial advisory in 2014.
View detailsMerrill Lynch Wealth Management
★
South Bend, Indiana
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management is a wirehouse firm in South Bend, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsFinancial advisors in South Bend, Indiana
Advisors serving South Bend 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.