Best Financial Advisors in Mishawaka

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Mishawaka Financial Landscape

Mishawaka's economy is diverse, with a focus on manufacturing, healthcare, and retail. The city benefits from its proximity to South Bend, enhancing its economic landscape.

Major industries
Manufacturing, Healthcare, Retail
Population
48.0K (metro: 479.0K)
Median household income
$55,000
Unique needs
Mishawaka requires tailored financial strategies to address local industry dynamics and housing market trends.
Market Insights
Economic Growth
According to BEA (2023), Mishawaka's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Mishawaka is approximately $55,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Mishawaka increasingly focus on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Mishawaka's cost of living remains below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Mishawaka is competitive, with rising home prices reflecting increased demand.
Business Environment
According to Fortune (2024), Mishawaka's business climate is favorable, supported by local incentives and a skilled workforce.

Top 5 Financial Advisors in Mishawaka

Hilltop Wealth & Tax Solutions
★ ★ ★ ★ ★ 5
Baird Private Wealth Management
★ ★ ★ ★ ★ 5
Northwestern Mutual - Mishawaka
★ ★ ★ ★ ★ 5
Verso Financial
★ ★ ★ ★ ★ 5
Camp Wealth Management
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Mishawaka, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Mishawaka-Specific Expertise
For Mishawaka residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Mishawaka's manufacturing focus poses economic risks; housing market stability is crucial amid potential downturns. Monitor flooding risks and diversify investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Indiana locations

Indianapolis Fort Wayne Evansville South Bend Carmel Fishers Bloomington Hammond