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Find Top Financial Advisors in Fort Wayne, Indiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Fort Wayne, Indiana
Last Updated - 28-Jun-2022

Fort Wayne has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 79 non-vetted advisors in your local area. These financial advisors in Fort Wayne, Indiana have an average of 22 years of experience.

NOTE: The list of financial advisors in Fort Wayne, Indiana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Fort Wayne, Indiana.

Qualified Financial Advisors in Fort Wayne, Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Bartley (Jeb)
ChFC®, LUTCF®
CFS INC.
3945 Parnell Ave,
Fort Wayne, IN 46805
33 $30 Million + $50,000 Fee-Based
Thomas Beachy
CFP®
BEACHY WEALTH MANAGEMENT
3484 Stellhorn Road,
Fort Wayne, IN 46815
11 Not Specified NA Fee-Based

Information on Qualified Financial Advisors in Fort Wayne

Qualifications CRD# 2675091
Firm CRD# 657789
Series 6, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 3945 Parnell Ave,
Fort Wayne,
IN
46805
Phone Number 260-484-4246

Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.

About CFS Inc.

CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first. CFS Inc. 3945 Parnell Ave, Fort Wayne, IN 46805 Phone: (260) 484-4246 Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5220029
Firm CRD# 25427
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 3484 Stellhorn Road,
Fort Wayne,
IN
46815
Phone Number 260-246-5450

Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Top Financial Advisor Firms in Fort Wayne, Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Lincoln Financial Advisors Corporation
1301 South Harrison Street,
Fort Wayne, IN 46802
$36,787,448,916 111465 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Lincoln Financial Securities Corporation
1301 South Harrison Street,
Fort Wayne, IN 46802
$4,873,015,410 18095 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Phillips Financial
6920 Pointe Inverness Way , Suite 230,
Fort Wayne, IN 46804
$1,541,096,879 2166 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Wealth Advisors Group
12726 Coldwater Road,
Fort Wayne, IN 46845
$784,785,994 2281 A percentage of AUM
Hourly charges
Fixed fees
Galecki Financial Management Inc
7743 West Jefferson Blvd,
Fort Wayne, IN 46804
$621,059,259 1888 A percentage of AUM
Hourly charges
Fixed fees
Vestia Personal Wealth Advisors
9121 Illinois Road , Suite 51,
Fort Wayne, IN 46804
$576,816,378 2765 A percentage of AUM
Hourly charges
Fixed fees
Monarch Capital Management Inc
127 W Berry Street , Suite 402,
Fort Wayne, IN 46802
$490,046,937 266 A percentage of AUM
Fixed fees
Qbox Fiduciary Solutions, Llc
1020 E Dupont Road,
Fort Wayne, IN 46825
$318,813,310 418 A percentage of AUM
Fixed fees
Dickmeyer Boyce Financial Management, Inc
6506 Constitution Drive,
Fort Wayne, IN 46804-1550
$295,551,798 1089 A percentage of AUM
Hourly charges
Fixed fees
Howard Bailey Securities, Llc
5916 Covington Rd,
Fort Wayne, IN 46804
$246,486,992 3975 A percentage of AUM
Hourly charges
Fixed fees
Compass Financial Advisors Llc
9933 Dupont Circle Drive West , Suite 100,
Fort Wayne, IN 46825
$233,856,754 692 A percentage of AUM
Hourly charges
Fixed fees
Maripau Wealth Management Llc
4509 Maplecrest Road,
Fort Wayne, IN 46835
$142,778,983 1157 A percentage of AUM
Fixed fees
FINANCIAL PLANNING SERVICES
6920 POINTE INVERNESS WAY , STE 170,
FORT WAYNE, IN 46804
$115,083,035 591 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Fort Wayne, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Black Ink Financial Planning
    Inquire with Black
    9933 Dupont Circle Dr. W., Suite 110, Fort Wayne, IN  46825 260-483-8332
    Andrew Baker
    Inquire with Andrew
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    Atlas Capital Management Corp.
    Inquire with Atlas
    11130 Coldwater Road, Suite 104, Fort Wayne, IN  46845 260-637-2857
    Edward Puglise
    Inquire with Edward
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    Tracie Luley
    Inquire with Tracie
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    Christopher P Moore
    Inquire with Christopher
    6226 Covington Rd, Fort Wayne, IN  46804 260-436-8884
    Reimbold & Anderson
    Inquire with Reimbold
    5750 Coventry Ln, Ste 110, Fort Wayne, IN  46804 260-432-3235
    John Reimbold
    Inquire with John
    5750 Coventry Ln, Ste 110, Fort Wayne, IN  46804 260-432-3235
    Steve Sandkuhler
    Inquire with Steve
    6226 Covington Rd, Fort Wayne, IN  46804 260-436-8884
    Matthew Reynolds
    Inquire with Matthew
    409 E Cook Rd, Ste 300, Fort Wayne, IN  46825 260-485-0403
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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