Why Financial Associates?
For over three decades, successful individuals and families in St. Joseph County and beyond have trusted us to help them realize their financial potential.
Our firm assists with all areas of financial management - from investment and retirement planning to risk management and estate conservation.
We are privileged and honored to serve our clients as they navigate through life’s seasons. In addition to long-term planning and investment management, our clients especially turn to us to support them during life’s transitions: retirement, marriage, divorce, career change, birth of a child or grandchild, or the passing of a loved one.
Here, we believe that financial management should not be intimidating. While our experience, results, and client service might speak for itself, what truly sets us apart is how we conduct this important work. We are frequently sought after - time and time again - for our friendly, welcoming, and humble approach.
Get to know our team.
Independent Broker-Dealer Wealth Management
Independent broker-dealers function as full-service brokerage firms, but remain free from the constraints and demands of a large Wall Street company. As independent investment advisors, we have no obligations to investment product manufacturers or quotas, and disclose any potential conflicts of interest.
Our independence is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.* A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals.
For more information about LPL Financial, visit www.lpl.com.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.