Expertise.com
2024

Last updated:

Best Financial Advisors in Fort Wayne

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

76

Reviewed

53

Curated

19

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
10431 Illinois Rd, Fort Wayne, IN 46814
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

Based in Fort Wayne Indiana, Kingsview Partners is a multi-faceted, fee-based investment advisory firm. Kingsview employs a personalized, high touch standard of care serving the complex needs of an affluent and institutional clientele. Led by Award winning author and analyst Buff Dormeier, the Best-in-State Forbes Advisor, provides a holistic approach to financial service. Kingsview Partners offers goals based financial and income planning, banking, lending and insurance advice, tax-management, cash management, risk mitigation strategies, and state of the art portfolio management. As an investment advisor fiduciary, Kingsview is legally bound to put their clients interest first, act with undivided loyalty and the upmost good faith.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Call for quote

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Fort Wayne, IN
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
127 W Berry Street, Suite 402, Fort Wayne, IN 46802
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Monarch Capital Management has been serving the people of Fort Wayne since 1994. Its professionals work with individuals, families, and companies to develop financial plans tailored to their specific goals, including retirement, income, and cash flow. The firm is a Registered Investment Advisor acting as fiduciaries that manage portfolios and make investment recommendations to clients. CEO David Meyer has served as head of investments in the Trust Department at Fort Wayne National Bank.

License Verified:

License: 106244

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 East Main Street Suite 900, Ft. Wayne, IN 46802
  • Retirement Planning

Why choose this provider?

Daniel Arnold is a financial advisor affiliated with UBS. He develops financial plans for individuals in and around Fort Wayne, who are looking to prepare for retirement. He takes into account clients' risks and goals when creating strategies that aim to preserve livelihoods. He also develops financial strategies for clients seeking to transfer wealth or business ownerships. Arnold is a lifelong Fort Wayne resident, who has over three decades of experience. The Chartered Retirement Planning Counselor is also licensed to serve Utah, California, and Texas.

License Verified:

License: 2201781

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6209 Constitution Drive, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Jehl & Kreilach Financial Management is an independent financial advisory firm founded by Gregg Jehl and Kevin Kreilach, both are Certified Financial Planners and members of the Financial Planning Association. Established in 2005, the company provides a wide range of services and solutions to clients in the Fort Wayne metro and throughout the state. The firm helps individual clients seeking financial assistance and assists investors in developing and implementing an asset allocation strategy. Jehl & Kreilach also serve commercial clients, which include cash management and tax planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6920 Pointe Inverness Way, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Planning Services is a wealth management firm that serves the residents of Fort Wayne and the surrounding areas. It provides a wide range of financial services, including investment portfolio management, cash flow and budget planning, and tax reduction planning. It also assists clients with retirement income planning and estate planning. Investment advisor Kenneth P. Schmidt has been working in the financial industry for more than 40 years. Financial Planning Services is a member of the Greater Fort Wayne Metro Chamber Alliance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
751 East North Street, Kendallville, IN 46755
  • Certified Financial Planner (CFP)

Why choose this provider?

Dekko Investment Services is an advisory firm that focuses on financial planning and advice for families and individuals in Fort Wayne and throughout the northeast part of the state. The services include an initial consultation followed by comprehensive financial planning. For focused results, each client's plan is categorized into wealth management, retirement, estate, and education planning strategies. In 1989, the firm partnered with LPL Financial, an independent broker. The team is led by Certified Financial Planner Erica Dekko.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12726 Coldwater Road, Fort Wayne, IN 46845
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Wealth Advisors Group serves individuals and businesses in the Fort Wayne metro. The firm is a fiduciary providing financial planning and investment management services, including business, retirement, legacy, and tax planning. Its financial planning integrates strategies to grow the existing wealth, minimize taxes, manage cash flow and debt, and insure against unexpected situations. The firm's president, Mark VanderHagen, is an Accredited Investment Fiduciary and a Certified Financial Planner. Wealth Advisors Group also has a Certified Estate Planner and a Certified Divorce Financial Analyst on staff.

License Verified:

License: 122050

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6506 Constitution Drive, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Why choose this provider?

Dickmeyer Boyce Financial Management, Inc., is an independent wealth management firm that has been serving individuals, families, and businesses from Fort Wayne and the surrounding areas since 2002. It helps clients attain their financial goals through services such as financial planning, personal wealth management, and investment strategies. Principal owner David A. Dickmeyer has been working in the financial services industry for more than two decades. He is a member of the Fort Wayne Director’s Business Group.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
10319 Dawsons Creek Boulevard, Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2001, Leman Financial Advisors has been serving high-net-worth individuals in Fort Wayne and the surrounding communities. It offers a wide range of financial planning services, including estate planning, business planning, retirement planning, tax management, and risk management. For businesses, it also gives executives access to several retirement plan options. Jonathan P. Leman, managing principal of the firm, obtained the Certified Financial Planner practitioner certification in 2003 and was acknowledged as a Leaders Level advisor for 2013 to 2018 by the Commonwealth Financial Network.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
110 W Berry St Ste 1600, Fort Wayne, IN 46802
  • Certified Financial Planner (CFP)

Why choose this provider?

Nicholas D Harter is a Northwestern Mutual Investment Services financial advisor serving clients in Fort Wayne. He offers strategies in areas such as business and retirement planning, education savings, and personal money and overall risk management to help individuals achieve their goals and obtain financial security. Nick holds an MBA degree and has received recognition for his work, including NAIFA’s Quality Award in 2013 and the Million Dollar Round Table Qualifying Member in 2014. He previously interned at Merrill Lynch.

License Verified:

License: 5722864

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
421 East Cook Road, Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Houlihan is a financial advisory and asset management firm that serves Fort Wayne individuals, families, and businesses. Its team of CPAs, CFPs, and tax professionals creates investment plans and financial education programs aligned with clients' goals and needs. It also offers portfolio management and estate planning services and IRA and 401K consultation and gift tax return preparation. Houlihan is a member of the National Association of Personal Financial Advisors or NAPFA.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7912 Carnegie Boulevard, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Why choose this provider?

Summit Consultants, Inc., is an investment and financial planning firm that serves individuals, including retirees, in Fort Wayne. Its team offers investment management and financial planning services, which include developing and implementing portfolios, managing cash flow, and planning taxes and estates. Summit Consultants was founded in 1998 by Stephen Spoltman, who is a member of the Indiana and Allen County Bar Associations and Financial Services Institute. The company currently manages over $250 million in assets under advisement.

License Verified:

License: 121905

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10211 Auburn Park Drive, Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Why choose this provider?

Reynolds Wealth Management serves individuals, families, healthcare professionals, and business owners in Fort Wayne. It provides a wide range of services, from financial, education, business, and corporate retirement planning to portfolio management and alternative investments. It adapts its processes to meet the needs of its clients at every stage of their lives. Founder Greg Reynolds established the firm in 2012. He holds Series 7, 24, 63, and 66, as well as health and life insurance licenses. 

License Verified:

License: 2712043

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (15)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7743 West Jefferson Boulevard, Fort Wayne, IN 46804
  • Estate Planning
  • Tax Planning

Why choose this provider?

Galecki Financial Management serves individuals and families in Fort Wayne and the surrounding communities. As a financial planning firm, it offers money management, cash flow analysis, estate planning, and retirement planning and advising. It also assists clients with IRA rollovers and guides them in identifying their short-term and long-term financial goals. Greg Galecki, the owner of the firm, established the business in 1990. With the mission of providing personalized customer service, he views clients as more than numbers but individuals with unique goals.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3302 Mallard Cove Lane, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Why choose this provider?

Summit Financial Group caters to clients in Fort Wayne. The company offers retirement and business planning, investment strategies, and risk management solutions. It works closely with clients to define and establish their financial security. The company has access to an extensive network of financial specialists across the country, working with each other to share ideas and leverage their talents for clients to achieve their financial objectives. It also supports local organizations, including Alex's Lemonade Stand, a foundation dedicated to children with cancer.

License Verified:

License: 1069811

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5732 Coventry Lane, Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Why choose this provider?

Bassett Financial Advisors is a wealth 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. Clients go through a step-by-step financial planning process that begins with organization and analysis. The team of advisors helps retirees diversify income without risking their wealth. CEO and founder, Marty Bassett, is a Certified Financial Planner who started his financial services career in 1988.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
130 West Main Street Suite 100, Fort Wayne, IN 46802
  • Tax Planning

Why choose this provider?

TradeWell is a full-service financial advisory firm serving Fort Wayne. It offers a variety of financial management solutions such as investment management and portfolio construction, retirement planning, and financial management. It creates strategies for risk mitigation, provides advice on 401(k) rollovers, and assists with long-term care and end-of-life transition planning. The company's team comprises professionals with diverse backgrounds, including elder law attorneys, enrolled agents, tax advisers, and fiduciary investment advisors.

License Verified:

License: 5440171

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.2 / 5 (18)
Yelp
1.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10305 Dawson's Creek Boulevard Suite E, Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 1995, Financial Focus has been catering to clients in Fort Wayne. Its advisors help individuals managing their money to meet current and future goals. They help choose insurance policies, set up estates, and plan for retirement with a stable and sustainable income. The company also provides advice on building an investment portfolio that suits a client's risk tolerance. Founder Rudi Siela is a Certified Financial Planner with more than 35 years of industry experience.

License Verified:

License: 1009645

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should you do if you have a complaint against a financial advisor in Fort Wayne?

    If you encounter an issue with your financial advisor in Fort Wayne and need to address a complaint, you can file a formal complaint through the online platforms provided by both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). These regulatory bodies oversee the financial industry and handle complaints against financial advisors. Additionally, you can contact the SEC's toll-free investor assistance line at (800) 732-0330 for further guidance.

  • How can you verify the credentials of a financial advisor in Fort Wayne?

    To verify a financial advisor's credentials in Fort Wayne, you can utilize the SEC's resources, including the SEC Action Lookup - Individuals (SALI), the Investment Adviser Public Disclosure (IAPD), and the Financial Industry Regulatory Authority (FINRA) BrokerCheck tool. These tools allow you to search for advisors involved in SEC actions, check the background of registered professionals, and access comprehensive reports on their history, licensing, and more, to help you make informed decisions.

  • Do all financial advisors in Fort Wayne have a fiduciary duty to their clients?

    Financial advisors in Fort Wayne are not all held to the same fiduciary duty. Only Registered Investment Advisors (RIAs) are required to adhere to a true fiduciary standard. This standard is established by the Investment Advisers Act of 1940, which mandates that RIAs must prioritize their client's best interests above their own. This means that RIAs are legally bound to act in their client's best interests and must avoid any conflicts of interest that may compromise their objectivity.

  • Are financial advisors the same as investment advisors in Fort Wayne?

    In Fort Wayne, financial advisors and investment advisors are not necessarily the same. The choice between the two depends on your specific goals. If your primary objective is to enhance your investment portfolio, an investment advisor who acts as a fiduciary could be beneficial. However, if you are looking for comprehensive financial guidance to improve your overall financial situation, a financial planner may be a more suitable option for you.

  • Are financial advisors in Fort Wayne required to disclose any potential conflicts of interest?

    Yes, financial advisors in Fort Wayne are obligated to disclose any conflicts of interest they may have while providing financial advice to their clients. A conflict of interest occurs when a financial advisor's personal interests or affiliations could potentially interfere with making recommendations that are solely in the best interests of their clients.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.