You don’t want to trust your financial future to just anyone. However, finding a qualified financial advisor in Fort Wayne can require a little work on your end — background checking, in-person meetings and comparing services are all part of the process. We’ve taken some of the work out of finding a financial advisor by compiling a list of the best financial advisors in Fort Wayne.
Quick Look at the Best Financial Advisors in Fort Wayne:
- Best for Wealth Management: Vestia Personal Wealth Management
- Best Robo-Advisor: M1 Finance
- Best for Investment: Monarch Capital Investment
- Best for Comprehensive Guidance: Galecki Financial Management
- Best Portfolio Analysis: Personal Capital
- Best for Retirement Planning: Compass Financial Advisor
- Best for Tax Planning: Houlihan Asset Management
Best for Wealth Management: Vestia Personal Wealth Management
Vestia Personal Wealth Management can bring a lot of value to your overall financial picture, with leveraged tax strategies, contract negotiation, retirement planning and balanced investing assistance.
The Vestia Disciplined Management, Vestia Collaborate and Vestia Complete plans offer tiered online services and cater to your wants and needs, whether you prefer a more hands-off approach or prefer to turn all decisions over to the Vestia team.
The firm’s wealth management fee is 1.25% for the first $500,000.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Address
9121 ILLINOIS ROAD SUITE 51FORT WAYNE IN, 46804
Phone number
877-669-1126
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance’s robo-advisor app provides a convenient way for you to take charge of your finances and invest in your future. Its pie-based interface helps you manage your portfolio and keep track of your financial goals. A $100 minimum balance permits you to trade over 6,000 stocks and ETFs for free.
M1 Finance increases your stock-buying power with fractional shares and low-cost loans up to 35% of your portfolio balance. The app has 80 expert-designed portfolios for you to choose from, though you can also choose your own strategy. You can even connect your checking and savings accounts and integrate all of your accounts.
Best for Investment: Monarch Capital Investment
Monarch Capital offers a straightforward approach to investing your hard-earned money. The company offers to help you with the big financial tasks in your life such as retirement planning, saving for your education and estate planning.
Monarch Capital develops your portfolio according to your risk tolerance and income needs and can help you out whether you’re planning for retirement in the far or near future. Monarch Capital doesn’t charge hourly fees or performance-based fees. Instead, it charges an investment management fee of 1% for the first $3 million under management.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Address
20 E. THOMAS ROAD SUITE 2000PHOENIX AZ, 85012
Phone number
1-800-552-3319 EXT 2606
Best for Comprehensive Guidance: Galecki Financial Management
Galecki offers a wide variety of financial services. It offers estate, tax, retirement, asset management and even divorce planning. This firm is a fee-only fiduciary and is a registered investment advisor.
To increase client portfolio diversification, Galecki uses a proprietary asset allocation strategy distributed throughout 27 investment categories. Its investment management fee is 1% for the first $2 million.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
Address
7743 WEST JEFFERSON BLVD FORT WAYNE IN, 46804
Phone number
260-436-8525
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital offers the best of two worlds: free services and managed investments. You can use the free app to set up your own financial investment hub with your credit, savings, investments and loan balances all on 1 screen. You can track everything from how much you have in savings to how well your retirement accounts perform.
When you need professional financial help, Personal Capital’s registered financial advisors are available by phone, web conference, chat or email. They can help you optimize risk and return, tax optimization and portfolio strategy.
When you choose managed investments, Personal Capital manages your assets for a 0.89% fee for the first $1 million.
Best for Retirement Planning: Compass Financial Advisors
If you need help with retirement planning, Compass Financial Advisors has a lot to offer. Its retirement plans include 401(k), 457, 403(b) and individual IRA plans. Compass also provides wealth services such as volatility management, tax planning and estate planning.
Compass Financial’s stock investment strategies rely heavily on technical analysis, charting and cyclical analysis. The financial planners don’t favor any particular asset category. Instead, they focus on the best investments for you. The firm’s fees start at 1% for the first $500,000.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
9933 DUPONT CIRCLE DRIVE WEST SUITE 100FORT WAYNE IN, 46825
Phone number
260-490-7878
Best for Tax Planning: Houlihan Asset Management
Houlihan Asset Management separates itself from the competition by combining the expertise of financial and tax professionals. You benefit from this collaboration by getting an investment plan that covers all bases. The Houlihan team intends to help you simplify your life by managing your finances in a smart way. To this end, they put a premium on client education. They help you identify the financial areas critical to you.
Your Houlihan financial advisor searches through a large number of investment choices and selects an asset allocation best suited for your goals. Some of the services offered are online research, portfolio management, 401(k) and IRA consultation, tax return prep, estate planning and quarterly reviews. Houlihan’s investment management fee is 1% up to the first $1 million.
Choose the Best Financial Advisors in Fort Wayne
Your finances play a critical role in your well-being and your future. We understand the importance of choosing the best Fort Wayne financial advisor for you. The financial advisors on our list represent some of the best-qualified finance professionals in Fort Wayne.
Frequently Asked Questions
Can I talk to a financial advisor for free?
Yes, it’s free to talk to a financial advisor during your first visit.
What's the difference between financial planning and retirement planning?
A financial plan primarily addresses your present financial conditions and your strategy for moving forward to reach your future goals. This involves budgeting, savings, insurance, estate planning, taxes and retirement.
Retirement planning is a form of financial planning that focuses specifically on retirement and your specific fixed income, estate planning, long-term care and healthcare needs.
Do I need a financial advisor for retirement?
Retirement planning can be very complicated. A financial advisor can help you construct a retirement plan that covers your income, health and estate concerns.
Methodology
To determine the top financial advisors in Fort Wayne, we pored through all SEC-registered advisory firms who have an office in Fort Wayne. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.