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Laurels

Best Financial Advisors in Fort Wayne
2019

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Fort Wayne, IN.

Reviewed Curated Top Picks 72 49 15

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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APP Financial Planning & Investments

App Financial Planning and Investments is an investment management firm geared toward retirees in Fort Wayne. To keep from outliving their income, many retirees need to make smart investments that generate income and minimize financial risk. Since more than 90% of the firm's clients are retirees, its financial advisers strive to balance these concerns. App Financial Planning was founded by Gerry Whitenack, a financial adviser with decades of experience in the life insurance industry. It specializes in retirement investment strategies, estate and tax planning, and general money management for retirees.

Fort Wayne, IN 46825 (260) 484-9577

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Bassett Financial Advisors

Bassett Financial Advisors is a fee-only financial planning firm based in Fort Wayne. The firm serves retirees and their families by providing investment consultations, elder care solutions, and long-term financial planning strategies. It was founded by Marty Bassett, a certified financial planner since 1988. Clients go through a step-by-step financial planning process that begins with organization and analysis. After a plan is created, the client and firm work collaboratively to implement the strategies. Investment management can help retirees diversify their income without risking their wealth.

Fort Wayne, IN 46804 (260) 432-6555

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Capstone Advisors

Capstone Advisors is a fee-only Registered Investment Advisor based in Fort Wayne. Every client receives a customized financial plan tailored to their goals and values. Wealth adviser Scott Krafft has four decades of finance industry experience. Capstone Advisors offers wealth management services for individuals. It has a comprehensive suite of investment consulting services, including retirement planning, ongoing investment management, and portfolio maintenance. Advanced planning strategies help high-asset clients with estate planning and tax bracket management. For corporate executives, the firm's ability to create retirement plans for a client's employees is invaluable.

Fort Wayne, IN 46804 (260) 420-2500

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Dekko Investment Services

Dekko Investment Services is a Kendallville-based financial advisory firm. The independent advisers focus on financial planning and advice for families and individuals throughout northeast Indiana. CFP Erica Dekko has been a certified financial planner since 2006, while Erlene Dekko has had her certification since 1991. The company has partnered with LPL Financial, a large independent broker, since 1989. Dekko's services include a free initial consultation followed by comprehensive financial planning. For focused results, it breaks down each client's plan into wealth management, retirement, estate, and education planning strategies.

Kendallville, IN 46755 (260) 347-2265

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Dickmeyer Boyce Financial Management

Dickmeyer Boyce Financial Management is a fee-only wealth management and financial planning firm based in Fort Wayne. The company serves business owners and families throughout Northeast Indiana. Dave Dickmeyer founded the firm in 2002 to offer clients an alternative to commission-based advisers. It provides clients with a personal financial overview of their assets, a comprehensive financial plan for every aspect of their life, and wealth management services. Clients also receive advisory services regarding their retirement plans.

Fort Wayne, IN 46804 (260) 436-2051

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Financial Planning Services

Financial Planning Services is a financial planning firm comprised of experienced advisers. Ken Schmidt founded the firm in 1983 and has over four decades of financial industry experience. Ken helps clients of all economic backgrounds and ages. The company gives each client a personalized plan tailored to suit their goals, and clients receive long-term solutions for their financial health. The company's advisers believe that the type of investment portfolio a person has is more important than any individual investment. It helps clients in more than 15 states.

Fort Wayne, IN 46804 (260) 469-3218

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Galecki Financial Management

Galecki Financial Management is a financial planning firm with fee-only services. The company accommodates clients in northern and northeast Indiana. Galecki was founded in 1990 by Greg Galecki, a certified financial planner with tons of industry experience. Each client has access to multiple services, based on the team's initial assessment of the client's goals. Specific areas of focus include financial advice and planning, money management, retirement planning, estate planning, cash flow analysis, and IRA rollovers.

Fort Wayne, IN 46804 (260) 888-8274

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Houlihan Asset Management, LLC

Houlihan Asset Management, LLC is a fee-only investment management firm based in Fort Wayne. It provides financial planning and investment services to Indiana clients. Unlike many other firms, Houlihan employs both financial and tax professionals to help focus on a person's whole financial picture. Staff CPAs and CFPs collaborate with clients to design step-by-step investment plans that meet client goals. Clients also receive access to educational resources to help them achieve financial independence.

Fort Wayne, IN 46825 (260) 422-2929

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Jehl & Kreilach Financial Management

Jehl & Kreilach Financial Management is an independent financial advisory firm that offers a wide range of services and solutions to clients. Founded in 2005, the Fort Wayne company was created to provide a small group of clients with higher-quality service. It helps individual clients seeking financial assistance and helps investors develop and implement an asset allocation strategy. The portfolio's results are monitored, and the client receives education regarding investment management. Personal financial planning services handle every aspect of personal finances from assets to life transitions. Small business owners can benefit from risk management analysis and tax planning. Multiple trust services are also available.

Fort Wayne, IN 46804 (260) 420-0268

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Leman Financial Advisors

Leman Financial Advisors is a Fort Wayne financial advisory company that offers services to individuals and businesses. Individual investors go through a collaborative process to manage wealth and long-term financial planning. For businesses, the independent firm can give executives access to thousands of plan options. Jonathan Leman, the principal of the company, developed the firm with his father in 1997.

Fort Wayne, IN 46825 (260) 489-9884

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Macke Financial Group

Macke Financial Group is a Fort Wayne financial advisory service. Company founder Robert Macke has been a financial planner since 1997 and is a representative of the independent broker Sigma Financial Corporation. Sigma allows clients to access multiple investment opportunities independently, so Robert can create custom client solutions. Macke's mission is to provide clients with comprehensive solutions, including networking them with CPAs and attorneys. The firm specializes in company retirement plans, insurance options, education funding, investment strategies, retirement income planning, and tax coordination.

Fort Wayne, IN 46804 (260) 969-5770

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Mahara Wealth Partners

Mahara Wealth Partners offers collaborative, strategic financial planning advice to Fort Wayne clients. The company has been serving the community for nearly four decades. Each client receives a consultation and assessment of their goals. From there, the firm creates a customized solution to help clients achieve their goals while maintaining their values. Clients have access to 24/7 information and educational materials, including a digital dashboard that shows all of their financial information. Clients also receive investment consulting and long-term planning services.

Fort Wayne, IN 46804 (260) 432-8682

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Mountain PEAK Wealth Advisors

Mountain PEAK Wealth Advisors is an objective financial planning firm that offers education, planning tools, and advice to Fort Wayne clients. The company helps clients manage cash flow, plan their estates, relieve their income tax burdens, plan their insurance policies, manage their investments, and create a step-by-step guide to a healthy retirement. Company president Jeff Presley has three decades of financial services industry experience and has operated as a fee-only adviser since 2003.

Fort Wayne, IN 46825 (260) 435-1200

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Vestia Personal Wealth Advisors

Vestia Advisors is a wealth management company that helps Fort Wayne clients focus on everyday financial health, rather than on retirement plans. Rather than having a majority owner or sole partner, the company employs a full partnership track. The financial partners have decades of combined experience. Vestia provides individual clients with wealth advisory services, contract negotiation assistance, and personal insurance options. Businesses can benefit from retirement plan consultations, designers of employment contracts, and solutions for employee benefits.

Fort Wayne, IN 46804 (877) 669-1126

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White Coat Wealth Management

White Coat Wealth Management is a wealth planning and investment management firm that serves Fort Wayne doctors. The fee-only company provides doctors with comprehensive financial planning services. Clients can receive estate planning help and multi-year strategies to minimize tax payments. Its cash flow planning system automates bill payments. Doctors get a customized repayment strategy for their student loans, and other services include long-term retirement planning and investment management services for a client's saved assets. Financial adviser Ryan Timothy Fisher has been a certified financial planner since 2013.

Fort Wayne, IN 46804 (812) 431-3350

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