Fort Wayne, IN Financial Advisors and Resources



Financial Advisor Firms in Fort Wayne, 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


How Retirement-Friendly is Fort Wayne, IN?

  • Population: 265,752
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $117,900
  • Average Monthly Housing Cost: $775
  • Average Household Income: $65,377
  • 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.)


Fort Wayne, IN Financial Advisor FAQs

A financial advisor can help a person achieve their financial goals by providing a wide range of services.
Financial advisors are typically compensated one of two ways, either commission or fee basis.
Yes. If you feel that hiring a professional advisor to manage your money can free up resources which you would have spent elsewhere, then it is worth exploring the benefits of having an investment manager. Advisors provide valuable services from investment-picking and portfolio management to tax planning and retirement planning - plus peace of mind as they work for you.
The best step is to find a company that provides independent financial advice and offers an advisor search engine.