Find a Financial Planner in Ft. Wayne, IN

 

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We did the hard work of finding trustworthy partners in Fort Wayne, IN.

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We Only Work With The Best Ft. Wayne 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 Fort Wayne, IN


  • Financial Advisor Close to Fort Wayne, 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 Fort Wayne Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Fort Wayne area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Fort Wayne, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.5% of Fort Wayne's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Fort Wayne area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Fort Wayne area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Fort Wayne area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Fort Wayne area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Fort Wayne area. Typically, it 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 Fort Wayne 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 Fort Wayne, 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 Fort Wayne, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Ft. Wayne financial advisors.
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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.)


The Top 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: 26 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: 15 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