Fort Wayne, IN

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Fort Wayne, IN
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Best Financial Advisors in Fort Wayne, IN

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Fort Wayne area.

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Apex Tax & Small Business Advisors

Apex Tax & Small Business Advisors

(50)
  • Hot Chocolate
  • Business Tax
  • Accountant
“This was my first year filing taxes as a small business and what normally would have been a very stressful time was made so easy and painless (and dare I say relaxing?!”
Transparent Fees & Pricing
In Business Since 2016
7337 W Jefferson Blvd Suite 100 & Suite 102, Fort Wayne, IN
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Howard Bailey Financial

Howard Bailey Financial

(30)
Retirement Coaching, Transparent Fees
“I was impressed with Casey's relationships and contacts with various industry experts in the financial planning world, as well as his personalized, purposed-based, one/stop approach to retirement planning.”
Transparent Fees & Pricing
In Business Since 2004
5916 Covington Rd, Fort Wayne, IN
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Collier Financial

Collier Financial

(7)
  • Team
  • Retirement
  • Investment
“I would not hesitate to recommend them, and have!”
Licensed, BBB Rating: A+
In Business Since 1994
Family Business
4509 Maplecrest Rd, Fort Wayne, IN
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Troyer Retirement

Troyer Retirement

(18)
  • Team
  • Questions
“They take the time to share new investment options and answer all questions.”
In Business Since 2021
10351 Dawsons Creek Blvd suite g, Fort Wayne, IN
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Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning

(14)
Paying Down Debt, Podcast, Resources
“Not only am I earning more on my investments because of her wise and knowledgeable advice but I've found someone who has integrity who truly cares about her clients.”
In Business Since 2009
1910 St Joe Center Rd STE 45, Fort Wayne, IN
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David L. Wade & Associates

David L. Wade & Associates

(1)
Business Services, Services For Individuals, Tax Services
“They are great to work with for business accounting, payroll services, and tax preparation!”
Accepts All Major Credit Cards
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
10125 Dawsons Creek Blvd, Fort Wayne, IN
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Foster Financial Services

Foster Financial Services

(5)
Client Login Links & Info, Home, Holistic Planning
“She is always one step ahead of my concerns and has the expertise to keep me ahead of the curve for my family.”
Licensed
In Business Since 2018
2720 Dupont Commerce Ct Ste 170, Fort Wayne, IN
Featured

Caleb discusses how important it is for your financial advisor and your CPA to be on the same page. Foster Financial keeps open communication with CPAs to benefit clients. #TaxStrategy #RetirementPlan #holisticfinancialadvisor nn.nn.nn.nn.nSecurities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in CA, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WI. John Pynchon is advisory licensed in GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.

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Foxworthy Wealth Advisors

Foxworthy Wealth Advisors

(5)
Investments, Free Financial Review, Financial Planning & Advice
“I think it's important to work with someone you trust when it comes to financial decisions - John and the Foxworthy Wealth Advisor team is 100% trustworthy and caring.”
In Business Since 2019
7230 Engle Rd Suite 313, Fort Wayne, IN
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Summit Consultants

Summit Consultants

(9)
  • Retirement
  • People
  • Financial Advice
“Steve and Heather have gone out of their way to help me, especially becoming a widow, to make sure that all of my investments will help me in the long run.”
In Business Since 2011
7912 Carnegie Blvd, Fort Wayne, IN
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Tony Choi Investment Management

Tony Choi Investment Management

(7)
  • Market
  • Retirement
  • Money
“Tony weathered the storm expertly with our investments using his extensive knowledge of business, politics, and economics all together to formulate a personal plan for our needs as a couple.”
In Business Since 2020
10470 Maysville Rd, Fort Wayne, IN
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Beachy Wealth Management

Beachy Wealth Management

(2)
“Highly recommend for your for your financial needs.”
Free Initial Consultation
In Business Since 2023
3484 Stellhorn Rd, Fort Wayne, IN
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Braun Wealth Management Group

Braun Wealth Management Group

(2)
“Excellent advice and wise service.”
Family Business
In Business Since 2009
534 Union Chapel Rd, Fort Wayne, IN
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Financial Planning Services

Financial Planning Services

(2)
Schedule a Meeting, Events, Charitable Giving
“Extremely knowledgeable in all aspects.”
In Business Since 1999
6920 Pointe Inverness Way Suite 170, Fort Wayne, IN
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Mabry Wealth Management

Mabry Wealth Management

(5)
  • Fiduciary
  • Market
  • Advisor
“He's registered as a Fiduciary Advisor which is a huge draw because he only makes money if you make money; this keeps him honest, dedicated and competitive to be the best and make the smartest moves.”
In Business Since 2019
3262 Mallard Cove Ln, Fort Wayne, IN
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Reynolds Wealth Management

Reynolds Wealth Management

(1)
“Greg was very professional and helpful.”
Accepts All Major Credit Cards
In Business Since 2015
Transparent Fees & Pricing
10211 Auburn Park Dr, Fort Wayne, IN
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Luminary Wealth

Luminary Wealth

(4)
  • Strategy
“In everything from buying cars to 401k strategies and legal documents, their insight and dedication to our security and prosperity has been outstanding.”
In Business Since 2019
7910 Carnegie Blvd, Fort Wayne, IN
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Next Financial Group

Next Financial Group

(4)
Commercial Services, Business Accounts
“Robert Goings was instrumental in helping me understand how to make money actually work for me instead of simply working for my money and how to view investing in general.”
In Business Since 1998
1001 Chestnut Hills Pkwy Suite 110-A, Fort Wayne, IN
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Shelton Financial Group

Shelton Financial Group

7 Pillars Of Finance, The SFG Process
“Maple Syrup (a hobby of our team) is perfect with your pancakes, but perhaps isn't a great fit for your Friday night pizza. At Shelton, we take additional steps up front to ensure that we're a great mutual fit with all of our clients. Our team is her...”
In Business Since 2005
7635 W Jefferson Blvd, Fort Wayne, IN
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JBC Companies

JBC Companies

Iwin, JBC Companies, Coaching On Purpose
“Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.”
In Business Since 2016
10355 Dawsons Creek Blvd Bldg 3, Ste F, Fort Wayne, IN
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Wealth Advisors Group

Wealth Advisors Group

(2)
  • Information
“I highly recommend WAG if you are looking for transparency from your advisor and staff who genuinely care.”
Accepts Cash, Check
In Business Since 2017
12726 Coldwater Rd, Fort Wayne, IN
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Walburn Financial Management

Walburn Financial Management

(1)
“People Positive Responsiveness, Quality, Professionalism”
In Business Since 2018
14413 Illinois Rd Ste A, Fort Wayne, IN
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Life Financial

Life Financial

(1)
“Been there hands-on with me and helped me all through the learning process till I was able to understand and learn the important things to manage my finances.”
In Business Since 2012
1910 St Joe Center Rd Ste 32, Fort Wayne, IN
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Bassett Financial Advisors

Bassett Financial Advisors

(1)
“His knowledge and care for his clients is second to none!”
In Business Since 2018
5732 Coventry Ln, Fort Wayne, IN
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Houlihan Asset Management

Houlihan Asset Management

“Whether funding a child's college education, planning to leave a legacy to your loved ones, or planning for retirement, your success will require knowledge of investing, insurance, taxation, and other complex subjects, plus attention to detail and di...”
Licensed, BBB Rating: A+
In Business Since 2003
421 E Cook Rd # 300, Fort Wayne, IN
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Retirement Planning and Investment Management Services in Fort Wayne, IN Cost Estimates

Minimum cost
$1229
Maximum cost
$10443
National Average
$3686
Avg Per Hour Rates
$369
$2457
$6757
Average price range is based on 286 cost profiles
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Average Cost $3686
Minimum cost $1229
Maximum cost $10443
Avg Per Hour Rates $369

Average range $2457 to $6757 is based on 286 cost profiles.

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Wealth Management Advisors near Fort Wayne

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