Troyer Retirement
“They take the time to share new investment options and answer all questions.”
Best Financial Advisors in Fort Wayne, IN
24 firms listed · all 24 in Fort Wayne · 1 open weekends · 23 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Howard Bailey Financial
“The Social events they sponsor are a great way to stay in touch with other clients and each events gives us new advice for better living in life and retirement.”
Collier Financial
“Just want to take the time to thanks Jonah and his team for all they do and did for our family.”
TC Investments
“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.”
Unified Wealth & Retirement Planning
“She's always willing to make time to answer questions and help out.”
Houlihan Cpa's
“Like most Americans, it is impossible to keep up the new tax laws, so I depend on Houlihan for help.”
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. The firms on this page are rated from 4.0 to 5.0 across 295 reviews; 1 has 50 or more reviews and 23 are rated 4.5 or higher. 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. 2 offer 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; 16 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.
CLN Financial
“One on new haven by brick guard building and the second is found due left of the red light..”
Wealth Advisors Group
“As a young professional and small business owner, they have set up my personal and business finances for success.”
Foster Financial Services
“If you're interested or looking for financial guidance, Foster Financial is the place to be.”
Summit Consultants
“I have been trusting my retirement savings with them for nearly 10 years and I have nothing but good things to say about them.”
Luminary Wealth
“Luminary has provided me with a comprehensive playbook and the strategy to get me to realize my financial goals.”
Foxworthy Wealth Advisors
“As late-starters in our retirement investment planning, John and Cody provide trustworthy guidance and encouragement that we will be able to meet our retirement goals - golf & grandkids!”
Braun Wealth Management Group
“Byron and staff have done an excellent job managing and growing our retirement portfolios”
Beachy Wealth Management
“I was pleased with the amount of time he set aside to understand my goals and help me reach them.”
Financial Planning Services
“Great financing advise, created a plan for me to get my finances on track and easy to talk to..”
Reynolds Wealth Management
“Greg was very professional and helpful.”
Next Financial Group
“Goings takes the time to listen, educate and guide you through the maze of options in a clear and concise way.”
Shelton Financial Group
Jehl & Kreilach Financial Management
JBC Companies
Walburn Financial Management
“Knowledgeable, friendly, and responsive, really nice.”
Arena Wealth Management
“Ryan is great to work with - highly recommend!”
Bassett Financial Advisors
“His knowledge and care for his clients is second to none!”
Life Financial
“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.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
