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Find Top Financial Advisors in Fort Wayne, Indiana

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 - December 02, 2023

Fort Wayne has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 72 non-vetted advisors in your local area. These financial advisors in Fort Wayne, Indiana have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Fort Wayne, Indiana mentioned below does 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
Thomas Beachy
CFP®
BEACHY WEALTH MANAGEMENT
3484 Stellhorn Road,
Fort Wayne, IN 46815
17 Years Not Specified $0 Fee-Based

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Information on Qualified Financial Advisors in Fort Wayne, Indiana

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

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


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 and a son. 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

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.

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
LINCOLN FINANCIAL ADVISORS CORPORATION
1301 South Harrison Street, Fort Wayne, IN 46802
1710 111465 $36,787,448,916
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
LINCOLN FINANCIAL SECURITIES CORPORATION
1301 South Harrison Street, Fort Wayne, IN 46802
796 18095 $4,873,015,410
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
PHILLIPS FINANCIAL
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
30 2166 $1,541,096,879
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
WEALTH ADVISORS GROUP
12726 Coldwater Road, Fort Wayne, IN 46845
11 2281 $784,785,994
A percentage of AUM, Hourly charges, Fixed fees
GALECKI FINANCIAL MANAGEMENT INC
7743 West Jefferson Blvd, Fort Wayne, IN 46804
17 1888 $621,059,259
A percentage of AUM, Hourly charges, Fixed fees
VESTIA PERSONAL WEALTH ADVISORS
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804
22 2765 $576,816,378
A percentage of AUM, Hourly charges, Fixed fees
MONARCH CAPITAL MANAGEMENT INC
127 W Berry Street, Suite 402, Fort Wayne, IN 46802
9 266 $490,046,937
A percentage of AUM, Fixed fees
HOWARD BAILEY SECURITIES, LLC
5916 Covington Rd, Fort Wayne, IN 46804
12 5182 $340,214,421
A percentage of AUM, Hourly charges, Fixed fees
QBOX FIDUCIARY SOLUTIONS, LLC
1020 E Dupont Road, Fort Wayne, IN 46825
3 418 $318,813,310
A percentage of AUM, Fixed fees
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
6506 Constitution Drive, Fort Wayne, IN 46804-1550
8 1089 $295,551,798
A percentage of AUM, Hourly charges, Fixed fees
COMPASS FINANCIAL ADVISORS LLC
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825
8 692 $233,856,754
A percentage of AUM, Hourly charges, Fixed fees
MARIPAU WEALTH MANAGEMENT LLC
4509 Maplecrest Road, Fort Wayne, IN 46835
13 1157 $142,778,983
A percentage of AUM, Fixed fees
FINANCIAL PLANNING SERVICES
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804
4 591 $115,083,035
A percentage of AUM, 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
    9933 Dupont Circle Dr. W., Suite 110, Fort Wayne, IN  46825 260-483-8332
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    11130 Coldwater Road, Suite 104, Fort Wayne, IN  46845 260-637-2857
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    6226 Covington Rd, Fort Wayne, IN  46804 260-436-8884
    5750 Coventry Ln, Ste 110, Fort Wayne, IN  46804 260-432-3235
    6226 Covington Rd, Fort Wayne, IN  46804 260-436-8884
    409 E Cook Rd, Ste 300, Fort Wayne, IN  46825 260-485-0403
    6226 Covington Rd, Fort Wayne, IN  46804 260-436-8884

      Frequently Asked Questions

      Financial advisors in Indiana can be paid in various ways. Some advisors can charge fees based on a percentage of assets under management or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely earn commissions by selling financial products. It's important to understand the compensation structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

      Financial advisors in Indiana can offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Indiana directory, you can access detailed information about their services, fees, credentials, and more.

      How often you should meet with your financial advisor in Indiana may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

      Yes, financial advisors in Indiana are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. They may also be required to register with the Indiana Securities Division or the Securities and Exchange Commission (SEC), depending on their services and the amount of assets they manage. Advisors must also adhere to a fiduciary standard, which means they must act in the best interests of their clients.

      To choose a trustworthy financial advisor in Indiana, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, seek recommendations from trusted individuals, conduct thorough research using respected regulatory bodies like FINRA and the SEC to ensure adherence to industry standards and ethics, and carefully evaluate each advisor's experience, credentials, and background before making a decision. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

      How often you should review your financial plan with your advisor in Indiana may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.