Fort Wayne, IN

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

24 firms listed · all 24 in Fort Wayne · 1 open weekends · 21 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

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Howard Bailey Financial

Howard Bailey Financial

(30)
  • Trust
  • Presentation
  • Meetings
“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!”
BBB Rating: A+
In Business Since 1993
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)
  • Investment
  • Knowledge
  • Questions
“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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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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Foster Financial Services

Foster Financial Services

(5)
“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
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The 24 firms listed for Fort Wayne, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Fort Wayne, IN

All 24 firms we list here are in Fort Wayne itself. We have 42 firms in Fort Wayne on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.3 to 5.0 across 173 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (60%) and quality (55%). 1 is open on Saturdays. 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 15 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Fort Wayne take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Foxworthy Wealth Advisors

Foxworthy Wealth Advisors

(5)
  • Goals
  • Future
“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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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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Financial Planning Services

Financial Planning Services

(2)
“Extremely knowledgeable in all aspects.”
In Business Since 1999
6920 Pointe Inverness Way Suite 170, 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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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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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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JBC Companies

JBC Companies

In Business Since 2016
10355 Dawsons Creek Blvd Bldg 3, Ste F, Fort Wayne, IN
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Next Financial Group

Next Financial Group

(4)
“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

In Business Since 2005
7635 W Jefferson Blvd, Fort Wayne, IN
Featured

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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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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 2016
12726 Coldwater Rd, 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 2017
5732 Coventry Ln, Fort Wayne, IN
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Walburn Financial Management

Walburn Financial Management

(1)
“Knowledgeable, friendly, and responsive, really nice.”
In Business Since 2018
14413 Illinois Rd Ste A, Fort Wayne, IN
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Financial Focus

Financial Focus

BBB Rating: A+
In Business Since 1983
Accepts All Major Credit Cards
10305 Dawsons Creek Blvd # E, Fort Wayne, IN
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Houlihan Asset Management

Houlihan Asset Management

BBB Rating: A+
In Business Since 2002
421 E Cook Rd # 300, Fort Wayne, IN
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Profed Financial Advisors

Profed Financial Advisors

(1)
“I was in the process of closing my father's estate, and Scott helped in some administrative work with my father's accounts, and walking me through some of the paperwork involved.”
Transparent Fees & Pricing
In Business Since 1998
4315 Flagstaff Cove, Fort Wayne, IN
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HomeWealth Management AdvisorsIndianaFort Wayne, IN

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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