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.

Apex Tax & Small Business Advisors

Apex Tax & Small Business Advisors

(28)
  • Knowledge
  • Needs
  • Accountant
“Thank you Barb for your love and generosity, and always working with me to help me achieve as much as I can on my taxes year after year, as well as being such an important hidden figure to this community.”
Transparent Fees & Pricing
In Business Since 2016
7337 W Jefferson Blvd, Fort Wayne, IN
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Howard Bailey Financial

Howard Bailey Financial

(28)
  • Business
  • Meetings
  • Retirement
“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.”
In Business Since 2004
5916 Covington Rd, Fort Wayne, IN
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Collier Financial

Collier Financial

“Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a...”
Licensed, BBB Rating: A+
In Business Since 1995
Family Business
4509 Maplecrest Rd, Fort Wayne, IN
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Monarch Capital Management

Monarch Capital Management

(3)
“I see a negative review for them with no explanation and I noticed they also left a negative review for a totally different Monarch company out of Michigan that is a property management company.”
Licensed, BBB Rating: A+
In Business Since 1998
127 W Berry St # 402, Fort Wayne, IN
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Troyer Retirement

Troyer Retirement

(9)
“Everyone is very nice and helpful.”
Licensed
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

(3)
Are You Safe to Retire?, 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 #45, Fort Wayne, IN
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Foster Financial Services

Foster Financial Services

(3)
Services, 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
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Financial Planning Services

Financial Planning Services

(2)
Dave Ramsey Smartvestor Pro, Charitable Giving
“Extremely knowledgeable in all aspects.”
In Business Since 1999
6920 Pointe Inverness Way Suite 170, 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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Beachy Wealth Management

Beachy Wealth Management

(2)
“Highly recommend for your for your financial needs.”
Free Initial Consultation
In Business Since 2011
3484 Stellhorn Rd, Fort Wayne, IN
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JBC Companies

JBC Companies

Iwin, JBC Companies, Coaching On Purpose
“Just because your millennial child is living on their own or perhaps even raising children of their own, that doesn't mean important parent-child conversations should stop.”
In Business Since 2016
10355 Dawsons Creek Blvd Bldg 3, Ste F, Fort Wayne, IN
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Mohlman Asset Management

Mohlman Asset Management

Welcome & Background
“We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
Licensed, BBB Rating: A+
In Business Since 2012
429 E Dupont Rd # 210, Fort Wayne, IN
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Luminary Wealth

Luminary Wealth

(3)
“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

(3)
“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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Walburn Financial Management

Walburn Financial Management

(2)
“Knowledgeable, friendly, and responsive, really nice.”
In Business Since 2018
14413 Illinois Rd Ste A, 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 2019
5732 Coventry Ln, Fort Wayne, IN
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Summit Consultants

Summit Consultants

(1)
“They get to know their clients and are very personable.”
In Business Since 2011
7912 Carnegie Blvd, Fort Wayne, IN
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Shelton Financial Group

Shelton Financial Group

“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
7617 W Jefferson Blvd, 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 2002
421 E Cook Rd #300, Fort Wayne, IN
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Financial Focus

Financial Focus

“Dig deep into the success of any company and there's a good chance you'll find a commitment to more than just profit. At Financial Focus, providing sound financial advice is only part of the equation. Making a difference is the other. We believe that...”
Licensed, BBB Rating: A+
In Business Since 1984
Accepts All Major Credit Cards
10305 Dawsons Creek Blvd E, Fort Wayne, IN
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Protax Wealth Management Accounting

Protax Wealth Management Accounting

“Our approach to accounting is a little non-traditional. We believe in planning ahead, not just recording the past. We work with our clients over the long-term, to help guide them in Creating, Retaining, and Preserving Wealth. We keep the best interes...”
Licensed, BBB Rating: A+
In Business Since 2008
10433 Oak Valley Rd #1832, Fort Wayne, IN
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Reynolds Wealth Management

Reynolds Wealth Management

Services, Services
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you thr...”
Accepts All Major Credit Cards
In Business Since 2016
Family Business
10211 Auburn Park Dr, Fort Wayne, IN
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Mabry Wealth Management

Mabry Wealth Management

(1)
“I have learned about financial principles and planning.”
Free Initial Consultation
In Business Since 2019
3262 Mallard Cove Ln, Fort Wayne, IN
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Life Financial

Life Financial

(4)
“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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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.

Why these companies made our list

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