1st Source Asset Advisors
South Bend, Indiana
1st Source Asset Advisors is based in South Bend, Indiana and provides investment advisory services to clients.
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 operates 1st Source Asset Advisors from South Bend, Indiana. The firm provides investment advisory services to clients in the region. Further details about specialties, service offerings, and fee arrangements are available directly from the firm.
View detailsEverwise Wealth Management - Financial Advisor: Chris Eberly
South Bend, Indiana
Debt Management
Everwise Wealth Management, located in South Bend, Indiana, specializes in debt management. The firm is led by financial advisor Chris Eberly.
View detailsLegacy Wealth Management - Ryan Hale
South Bend, Indiana
Investment Management
Wealth Management
Legacy Wealth Management, led by Ryan Hale, provides investment management and wealth management services to clients in South Bend, Indiana. The firm operates in English.
View detailsMary Vegh - Vegh Wealth Management
South Bend, Indiana
Investment Management
Wealth Management
Mary Vegh - Vegh Wealth Management is located in South Bend, Indiana and provides investment management, wealth management, and financial planning services. The firm works with clients in English.
View detailsMerrill Lynch Wealth Management
★
South Bend, Indiana
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management in South Bend, Indiana provides financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management specialties to clients in the region.
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.