Laurels

Best Financial Advisors in Fort Wayne
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 72 49 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Vestia Personal Wealth Advisors

  • Certified Financial Planner (CFP)
  • Tax Planning

Vestia Personal Wealth Advisors is a financial planning firm that serves Fort Wayne and its neighboring areas. It utilizes an evidence-based approach in its wealth management services to minimize long-term taxes. It assists female physicians and orthopedic surgeons in auditing their medical practice efficiency, maximizing their retirement plans, and coordinating multiple investment accounts. Vestia Personal Wealth Advisors has multiple offices located in Indianapolis, Omaha, and Nashville and is available for virtual engagements across the country.

9121 Illinois Road
Fort Wayne, IN 46804

Website

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