Find a Financial Advisor in Allen County, IN

 

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We did the hard work of finding trustworthy partners in Allen County, IN.

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We Only Work With The Best Allen County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Allen County, IN


  • Financial Advisor Close to Allen County, IN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Allen County, IN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Allen County, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Allen County financial advisors.
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How Retirement-Friendly is Allen County, IN?

  • Population: 372,575
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $133,000
  • Average Monthly Housing Cost: $802
  • Average Household Income: $73,195
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)



The Top Financial Advisor Firms in Allen County, IN

 

ATLAS CAPITAL MANAGEMENT CORP

Website

(260) 637-2857

11130 Coldwater Road
Suite 104
Ft Wayne, IN 46845

SEC#: 801-47277
Years in Business: 27 years

HOWARD BAILEY SECURITIES, LLC

Website

(260) 482-9559

5916 Covington Rd

Fort Wayne, IN 46804

SEC#: 801-114636
Years in Business: 2 years

MONARCH CAPITAL MANAGEMENT INC

Website

(260) 422-2765

127 W Berry Street
Suite 402
Fort Wayne, IN 46802

SEC#: 801-46796
Years in Business: 27 years

COMPASS FINANCIAL ADVISORS LLC

Website

(260) 490-7878

9933 Dupont Circle Drive West
Suite 100
Fort Wayne, IN 46825

SEC#: 801-56002
Years in Business: 23 years

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

Website

(260) 436-2051

6506 Constitution Drive

Fort Wayne, IN 46804

SEC#: 801-64585
Years in Business: 16 years

VESTIA PERSONAL WEALTH ADVISORS

Website

(877) 669-1126

9121 Illinois Road
Suite 51
Fort Wayne, IN 46804

SEC#: 801-112175
Years in Business: 4 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(800) 843-2007

1300 South Clinton Street

Fort Wayne, IN 46802

SEC#: 801-23151
Years in Business: 36 years

GALECKI FINANCIAL MANAGEMENT INC

Website

(260) 436-8525

7743 West Jefferson Blvd

Fort Wayne, IN 46804

SEC#: 801-47181
Years in Business: 27 years

PHILLIPS FINANCIAL

Website

(260) 420-7732

6920 Pointe Inverness Way
Suite 230
Fort Wayne, IN 46804

SEC#: 801-63343
Years in Business: 17 years

 


Allen County, IN Financial Advisor FAQs

It is easier to make decisions about things like retirement, college savings plans, tax implications for investments vs other types of assets etc. with professional guidance from a qualified financial advisor.
Some of the most common points in which someone might want to seek out expert help would be when starting out in their career or planning for retirement amongst other events. Seeking out advice from an advisor at these times are meant to provide some guidance about whether you are acting on sounder information before making critical decisions.
The key qualities you should look for in a financial advisor are honesty, integrity, and reliability. If the person isn't willing to take time with you or doesn't walk outside of his zone of familiarity, he's not investing in your future, but lining own pockets.
Financial advisors look at all aspects of a financial situation and determine which investment would work best for an individual, given their goals and risk appetite.