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
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 |
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.
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!
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 Fixed fees Commision Based |
Wealth Advisors Group
12726 Coldwater Road, Fort Wayne, IN 46845 |
$784,785,994 | 2281 |
A percentage of AUM Fixed fees |
Galecki Financial Management Inc
7743 West Jefferson Blvd, Fort Wayne, IN 46804 |
$621,059,259 | 1888 |
A percentage of AUM Fixed fees |
Vestia Personal Wealth Advisors
9121 Illinois Road , Suite 51, Fort Wayne, IN 46804 |
$576,816,378 | 2765 |
A percentage of AUM 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 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 Hourly charges 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.
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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.
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