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Some things in life are worth investing in.

Whether you’re just starting out with investing, need help saving for your child's education or are preparing for retirement, MutualFinancial Investment Services' personalized approach is what can make all the difference.

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Comprehensive Investment Services & Undivided Attention

All of Your Investment Needs are Covered


iconRetirement Planning

Are you prepared for retirement? Plan early to maintain your lifestyle and enjoy your golden years. Start now!

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iconEducation Planning

Sending your children to college is a significant investment. Have you started saving yet? We can help!

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icon401k Planning

Take control of your future. 401k plans make it easier to save for your retirement. Find out which one is best for you.

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iconWealth Transfer

Don't give your money away to the tax man! Ask our experts to devise a strategy to transfer assets directly to your loved ones.

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iconEmployee Benefits Consulting

Looking for cost-effective plans and solutions? We have a suite of products that can be tailored to your requirements. Talk to us about the options.

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iconLife and Long Term Insurance

Get valuable protection in a single insurance policy. Talk to us about your existing coverage and how we can change it, or find a new plan that’s right for you.

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Guided Wealth Portfolios

Our online investing solution combines access to an advisor WITH the sophisticated technology of an automated investing platform.

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Meet Our Investment Representatives

We serve clients throughout Indiana and Michigan. Contact any one of our experienced Investment Representatives to talk about your financial goals. We'd be thrilled to help!  

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


Steve Kinch, CFS

LPL Financial Advisor

110 East Charles St.

Muncie, IN 47305

765.213.2960 | View Email

Todd Yarbrough, CFP®

Investment Program Manager

110 East Charles St.

Muncie, IN 47305

765.747.2903 | View Email

Chris Lutz, AIF

LPL Financial Advisor

4100 Edison Lakes Pkwy., Ste. 300

Mishawaka, IN 46545

574.273.7670 | View Email

Heath Simcoe

LPL Financial Advisor

445 W 250N (State Rd. 15 and 250N)

Warsaw, IN 46582

574.273.7192 | View Email

Matt Akers

LPL Financial Advisor

48 North Washington Street

Bloomfield, IN 47424

812.384.2339 | View Email

Braylen Scott

LPL Financial Consultant

402 West Cleveland Road

Granger, IN 46530

574.273.7299 | View Email


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