Our Firm

Lakeside Financial Group and Lakeside Wealth Management Group collectively  manage accounts and provide financial services on behalf of institutions, corporations, and private clients.  Lakeside Wealth Management Group has 10 financial advisors and 10 administrative staff in two offices in Valparaiso and Chesterton, Indiana, servicing clients throughout the entire continental United States.  Our firm has grown rapidly through our holistic approach to wealth management planning and preservation by assisting clients in strategic planning for their financial goals and security.

We are a diversified, independent financial services and financial planning firm committed to establishing long-term relationships. We take a holistic approach to wealth management by assisting clients in strategic planning of their entire financial well-being. 

As an independent firm we have established working relationships with a number of industry-leading brokerage firms and insurance providers whose products our financial advisors leverage to create customized client portfolios to match their financial goals. Our financial planning advice and recommendations are always objective and free of the inherent conflicts of interest that exist with many of the larger financial institutions.

At Lakeside Financial Group and Lakeside Wealth Management Group we take great pride in helping our clients realize a better way of life through comprehensive financial planning.