Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Allen County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Allen County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Allen County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.8% of Allen County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Allen County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Allen County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Allen County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Allen County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Indiana has unique laws defining which actions trigger a taxable event and has the 18th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Allen County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Allen County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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: 22 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: 3 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

WEALTH ADVISORS GROUP

Website

(260) 619-3100

12726 Coldwater Road

Fort Wayne, IN 46845

SEC#: 801-69787
Years in Business: 12 years