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-Jan-2023

Fort Wayne has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 78 non-vetted advisors in your local area. These financial advisors in Fort Wayne, Indiana have an average of 20 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
Buff Dormeier
10431 Illinois Rd,
Fort Wayne, IN 46814
29 $300,000,000 $500,000 Fee-Only
Thomas Beachy
3484 Stellhorn Road,
Fort Wayne, IN 46815
11 Not Specified NA Fee-Based

Information on Qualified Financial Advisors in Fort Wayne

Qualifications CRD# 2337819
Firm CRD# 148107
Series 63, 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 10431 Illinois Rd,
Fort Wayne,
Phone Number 260-264-0099

I help a select group of affluent and institutional clients grow and preserve wealth. I believe risk management is often the path less taken but the steady course leading towards successful long-term financial outcomes. This goals-based investing approach is accomplished through combining comprehensive wealth management with proprietary state of the art analysis. As a private portfolio manager, I create customized portfolio strategies tailored to the individualized needs of my client. Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management's Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a Best in State Wealth Advisor by Forbes Magazine*. Fort Wayne's Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond. Dormeier Wealth Management's minimum relationship for potential new clients begins at $500,000 and including extensive interviews. RFPs welcomed. https://www.kingsview.com/office/fort-wayne-office/

About Kingsview Partners

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology. It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

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, Insurance Products & Annuities

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,
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
1301 South Harrison Street,
Fort Wayne, IN 46802
$36,787,448,916 111465 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
1301 South Harrison Street,
Fort Wayne, IN 46802
$4,873,015,410 18095 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
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
12726 Coldwater Road,
Fort Wayne, IN 46845
$784,785,994 2281 A percentage of AUM
Hourly charges
Fixed fees
7743 West Jefferson Blvd,
Fort Wayne, IN 46804
$621,059,259 1888 A percentage of AUM
Hourly charges
Fixed fees
9121 Illinois Road , Suite 51,
Fort Wayne, IN 46804
$576,816,378 2765 A percentage of AUM
Hourly charges
Fixed fees
127 W Berry Street , Suite 402,
Fort Wayne, IN 46802
$490,046,937 266 A percentage of AUM
Fixed fees
5916 Covington Rd,
Fort Wayne, IN 46804
$340,214,421 5182 A percentage of AUM
Hourly charges
Fixed fees
1020 E Dupont Road,
Fort Wayne, IN 46825
$318,813,310 418 A percentage of AUM
Fixed fees
6506 Constitution Drive,
Fort Wayne, IN 46804-1550
$295,551,798 1089 A percentage of AUM
Hourly charges
Fixed fees
9933 Dupont Circle Drive West , Suite 100,
Fort Wayne, IN 46825
$233,856,754 692 A percentage of AUM
Hourly charges
Fixed fees
4509 Maplecrest Road,
Fort Wayne, IN 46835
$142,778,983 1157 A percentage of AUM
Fixed fees
6920 Pointe Inverness Way , Ste 170,
Fort Wayne, IN 46804
$115,083,035 591 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
    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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