The Best Financial Advisors in Fort Wayne

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Fort Wayne Financial Advisor

Kingsview Partners

We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

Our advisors have the time and freedom necessary to serve their clients and our custodial partners give us the resources to protect our client’s financial assets. The end result? Independent advice, personalized attention, and the security and support that come with having an account at a major financial firm.

We offer comprehensive expertise that extends across the financial industry and goes far beyond managing your investment portfolio. Our broad spectrum of capability and inherently impartial advice allows us to offer an extensive line-up of services on an as needed basis.

Services

Retirement Planning
Social Security Income Planning, Retirement Income & Cash Flow, Investment Allocations, Legacy & Estate Planning
Estate Planning
Professional Trustee Services, Trust Administration, Life Insurance Trust, Asset Protection
Education Planning
529 Plans, Coverdell Education Savings, Cash Value Life Insurance Alternatives
Equities
Social Security Income Planning, Retirement Income & Cash Flow, Investment Allocations, Legacy & Estate Planning
Fixed Income
Bond Unit Investment Trusts, Corporate and High Yield Bonds, Government Sponsored Bonds, Municipal Bonds, US Treasuries, Mortgage Back Securities, Certificates of Deposit
Additional Management
Mutual Funds & ETFs, Managed Accounts, Alternatives

10431 Illinois Rd Fort Wayne, IN 46814

APP Financial Planning & Investments

We understand that investors and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

We operate like family; one of our most distinguishing traits is how well we listen and how much we care, not only about a client’s finances, but also about their personal lives, interests, and their families.

Our mission is to get to know and understand your needs, desires, and long-term goals. All of our energies, commitment, and efforts are focused on you, the client, as we develop, implement, and monitor a strategy designed to meet your specific investment objectives.

At APP Financial, we have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.

9933 Dupont Circle Drive W, Suite 110 Fort Wayne, IN 46825

Bassett Financial Advisors

Everyone needs someone in their life they can trust, especially when it comes to a sea of financial matters needing navigation. Bassett Financial Advisors was created to give people a place to get trusted advice.

We built this firm for you, your journey. A Fort Wayne, Indiana-based, fee-only, registered investment advisory firm pursing excellence in investments and financial planning. Our mantra is simple: Organize, Analyze, and Plan.

We believe trust gives us the consent to confidentially guide you, get everything organized, and motivate you to go get the job done.

Trust enables us to execute with excellence and produce extraordinary results. As we execute with excellence and deliver on our commitments, trust becomes easier to inspire, creating a flywheel of performance.

Services

Goal Planning, Probability and Cash Flow Analysis
We review the probability of reaching your goals, what adjustments may be needed to improve those odds, and determine a rate of return needed from your investments.
Investment And Net-Worth Analysis
This session follows the goal planning meeting in natural progression. The overall rate of return needed to reach your goals combined with your risk tolerance is instrumental in determining the best mix of investments.
Insurance And Estate Planning
A catastrophic loss can derail a financial plan so severely that it could affect those you care about for generations.

5732 Coventry Lane Fort Wayne, IN 46804

Capstone Advisors

As a fee-only Registered Investment Advisor (RIA), we offer a wide range of financial services under the umbrella of Personal Wealth Management and Corporate Retirement Planning.

We bring together a team of professionals with a diverse, yet relevant set of experiences and qualifications to most effectively find the solution that is in your best interest.

We strive to deliver practical, evidence-based information to help educate and assist, as you make financial decisions that impact the pursuit of your life goals.

Capstone Advisors is a fee-only Registered Investment Advisor, with a fiduciary duty to every client, devoted to delivering on the promise of holistic wealth management.

Our mission is to empower you to live your best life now. We strive to invest in your life by understanding what you value, identifying your dreams, and offering a personal solution to help you get there.

Services

Investment Management
By assessing your unique goals and circumstances, we will develop a robust Investment Plan and Policy to guide you and us as we build and maintain your portfolio.
Retirement Planning
Using Monte Carlo simulations, we will perform a detailed retirement analysis of your current track for retirement and evaluate the steps needed to take to achieve the life of your dream.
Portfolio Maintenance
After implementation, we periodically rebalance the portfolio to ensure the asset allocation remains consistent.

7910 Carnegie Blvd. Fort Wayne, IN 46804

Dekko Investment Services

At Dekko Investment Services, we know that you’ve worked hard to save for your future and meet your financial goals. We specialize in providing financial advice and planning for individuals and families across northeast Indiana.

As independent advisors, we have no incentives to promote specific products, so you can count on us to put your interests first. We have strong roots in this community and we are committed to developing financial strategies that seek to give you confidence in your financial future and help build your legacy.

We invite you to take a few moments to learn more about our team and our approach to investing. We offer an initial consultation and assessment at no cost or obligation; so wherever you are on your financial journey, give us a call. We look forward to putting our expertise to work for you.

At Dekko Investment Services, we assist a wide range of clients, tailoring our services to best address their needs. From family farmers, to retiring schoolteachers, to business owners, to group plans – our clients reflect the diversity of life here in Kendallville and across northeast Indiana.

Services

Free initial consultation
Comprehensive financial planning
Retirement planning
Wealth management
401k services
Estate planning
Advisory services
Group plan administration support
Education Planning

751 East North Street P.O. Box 696, IN 46755

Dickmeyer Boyce Financial Management

It is our goal to enable you to focus on what is important in your life. This is possible through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.

Your investment philosophy and strategy should follow a conservative and fact-based approach to seeking long term results in line with your personal needs.

We take this journey together. We work closely with you to implement your plan; providing you with access to all the proper resources along the way. Understanding the fundamentals of your financial plan and investment strategy enables peace of mind.

At our firm we enjoy each other and what we do. We expect each team member to live well-rounded lives just as we seek to enable the same for you. We are an independent, Fee-Only Financial Planning and Wealth Management firm serving the upper Midwest from Fort Wayne, Indiana and Milwaukee, Wisconsin.

Services

Wealth Management
Wealth Management is a holistic process of evaluating your complete financial picture that brings together the key elements of your financial plan with the management of your investment assets to achieve your financial goals.
Asset Management
Through the Personal Financial Overview (PFO) we are able to determine the optimal portfolio allocation and return necessary to meet your financial objectives.
Comprehensive Financial Planning
This service involves the development of a more comprehensive and strategic financial plan based on the initial findings of the Personal Financial Overview.

6506 Constitution Drive Fort Wayne, Indiana 46804

Financial Planning Services

At Financial Planning Services, our team of experienced advisors is committed to taking a personalized approach to assist in planning for our clients financial future.

We believe that our biggest responsibility is to not only create a comprehensive plan to help our clients pursue their goals, but to walk alongside our clients every step of the way.

We begin with face-to-face meetings. We then use our insight and innovative approach to create unique strategies for every family we work with. We believe the foundation of our business is built on trust. We strive to make any recommendation in your best interest. We will be here when it matters most.

We believe it is important to build a solid foundation of trust and communication to help build long-term relationships and financial success. We strive to look at the bigger picture and help our clients adjust as life continually changes.

We strive to learn about you, your needs, and your goals. Our efforts are focused on you as we create a plan, implement the strategy, and monitor the progress of your investment objectives.

Our team believes we can make a positive impact in the financial industry. We are determined to go above and beyond in everything we do.

6920 Pointe Inverness Way Suite 170 Fort Wayne, IN 46804

Galecki Financial Management

At Galecki, our experienced team specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising to help you reach your financial goals. We provide our services on a Fee-Only basis, rather than earning commissions.

We should probably start by letting you know that we’re anything but a business-as-usual investment firm. At Galecki, we’re different. You’ll notice it when you first walk in. We’re friendly. We’re casual. And most importantly, we listen.

We don’t just invest funds. We help you identify your short- and long-term goals, and we set off together to reach them. It’s collaborative. It’s relationship-based. And it gets results.

Services

Wealth Management
In fact, everything we do is based on what we hear from you, because our experienced team specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising.
Fee-Only. Never a Commission.
Which brings us to the other big thing that’s different about Galecki. We’re Fee-Only, meaning we are only compensated for our time and services. We never receive commissions for selling products.
Financial Consultants, Investment Advisors
So we encourage you to take a few minutes and learn more about our firm and our approach to financial management. When you’re ready to sit down and talk, let us know. We’re ready to listen.

7743 West Jefferson Blvd. Fort Wayne, IN 46804

Houlihan Asset Management, LLC

Simplify your financial life, with help from Houlihan Asset Management, LLC. Visiting our website is an important step in understanding how to manage your finances wisely. Whether funding a child’s college education, plus attention to detail and discipline.

To succeed, you’ll need to be engaged and committed to a strategic plan, and that’s where we come in. At Houlihan Asset Management we believe that a long-term, systematic, investment approach will serve you best over time.

We advocate a customized asset allocation and value-oriented approach to investing using stocks, bonds, ETF’s and no-load mutual funds. We believe in sound, fundamental investments, low portfolio turnover and tax-efficient investing.

Houlihan Asset Management is pleased to provide the same personal financial advisory services to clients separate from investment management. These advisory services could include preparation of a comprehensive financial plan or consulting on the specific topics outlined in our listing of client services.

Services

INITIAL COMPREHENSIVE REVIEW
PERSONALIZED INVESTMENT POLICY STATEMENT
TAX PLANNING & ADVISING
GIFT TAX RETURN PREPARATION
PORTFOLIO MANAGEMENT
IRA AND 401K CONSULTATION
QUARTERLY CONSULTATION AND REVIEW
ONLINE ACCESS TO RESEARCH & PORTFOLIO
CONSOLIDATED STATEMENT & PERFORMANCE REPORTING
ESTATE PLANNING – INCLUDING WILLS/TRUSTS ADVISING

421 E. Cook Rd. Fort Wayne, IN 46825

Jehl & Kreilach Financial Management

Jehl & Kreilach Financial Management was founded in 2005 because our team had the desire to work with a select group of clients, offering the level of service and transparency we believed to be important to them.

Our independence allows us the freedom to be truly objective in the advice we give and the solutions we recommend. At Jehl & Kreilach Financial Management, we pride ourselves on building relationships, not short-term transactions. Our intentional business model ensures that we are able to provide consistent quality service to all our clients.

Providing expert direction, individual attention, and fiduciary oversight is the best way to approach wealth management. Everyone deserves an opportunity for financial success and stability. Fear and emotions don’t have to drive your investment strategy.

Strong, long-term relationships and consistency are foundational to a successful financial plan. A holistic planning approach is the most effective way to help you make the best decisions. You are not alone. We act as a partner in your investment strategy and advise you every step of the journey.

Your legacy is more than just financial assets, it’s about sharing and passing on values to future generations.

Services

Investment Planning
IRA Rollovers
Risk Management Review (Life, Disability, Property, Liability)
Coordination of Financial Indebtedness
Formulation of Education Strategies for Family Members
Analysis of Will, Trust and Incapacity Documents
Recommendations for Estate Planning
Structuring of Family Partnerships
Discussion of Charitable Planning Tools
Projections for Retirement Planning and Wealth Management
Efficient Coordination with Other Professional Advisors
Cash Management

6209 Constitution Drive Fort Wayne, IN 46804

The Best Financial Advisors in Fort Wayne

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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