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.
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
CMT® KINGSVIEW PARTNERS 10431 Illinois Rd, Fort Wayne, IN 46814 |
29 | $300,000,000 | $500,000 | Fee-Only |
Thomas Beachy
CFP® BEACHY WEALTH MANAGEMENT 3484 Stellhorn Road, Fort Wayne, IN 46815 |
11 | Not Specified | NA | Fee-Based |
Qualifications
CRD# 2337819
Firm CRD# 148107
Series 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
10431 Illinois Rd,
Fort Wayne,
IN
46814
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/
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,
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!
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 |
HOWARD BAILEY SECURITIES, LLC
5916 Covington Rd, Fort Wayne, IN 46804 |
$340,214,421 | 5182 |
A percentage of AUM Hourly charges 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 |
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 Fixed fees |
* 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 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?