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breaking news 8 Best Financial Advisors in Fort Wayne, Indiana for 2023 • Benzinga


You don’t want to entrust your financial future to just anyone. However, finding a qualified financial advisor in Fort Wayne can take a bit of work on your part – background checks, in-person meetings, and comparing services are all part of the process. We’ve made finding a financial advisor easy by compiling a list of Fort Wayne’s top financial advisors.

Top Financial Advisors in Fort Wayne:

Best for Wealth Management: Vestia Personal Wealth Management

Vestia Personal Wealth Management can bring great value to your overall financial picture, with leveraged tax strategies, contract negotiation, retirement planning and balanced investment assistance.

The Vestia Disciplined Management, Vestia Collaborate and Vestia Complete plans offer multi-level online services and meet your wants and needs, whether you prefer a more passive approach or prefer to leave all decisions to the Vestia team.

The firm’s wealth management fee is 1.25% for the first $500,000.

VESTIA PERSONAL WEALTH ADVISORS

$306,328,620

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Address

9121 ILLINOIS ROAD SUITE 51FORT WAYNE IN, 46804

Best for

  • Customizable Robo Investment

Best Robo-Advisor: M1 Finance

M1 Finance’s robo-advisor app gives you a convenient way to take charge of your finances and invest in your future. Its graphical interface helps you manage your portfolio and track your financial goals. A minimum balance of $100 allows 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 offers 80 expertly designed portfolios for you to choose from, but you can also choose your own strategy. You can even connect your checking and savings accounts and integrate all of your accounts.

Best Investment: Monarch Capital Investment

Monarch Capital offers a simple approach to investing your hard-earned money. The company offers to help you with the big financial tasks of your life, such as retirement planning, saving for your education and estate planning.

Monarch Capital builds your portfolio based on your risk tolerance and income needs and can help you whether you’re planning for retirement in the distant or near future. Monarch Capital does not charge hourly fees or performance-based fees. Instead, it charges a 1% investment management fee for the first $3 million under management.

SAGEPOINT FINANCIAL, INC.

$7,988,217,859

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)
  • Fees

  • Financial planning services
  • Retirement 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

Ideal for comprehensive orientation: Galecki Financial Management

Galecki offers a wide variety of financial services. It offers estate, tax, retirement, asset management, and even divorce planning. This company is a fee-only trustee and is a registered investment adviser.

To increase the diversification of its clients’ portfolio, Galecki uses a proprietary asset allocation strategy across 27 investment categories. Its investment management fee is 1% for the first $2 million.

GALECKI FINANCIAL MANAGEMENT INC

$434,768,404

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Retirement consulting services
  • Publication of periodicals or newsletters
Address

7743 BOUL. JEFFERSON WEST FORT WAYNE IN, 46804

Best for

  • 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 center with your credit, savings, investment, and loan balances all on one screen. You can track everything from the amount of your savings to the performance of your retirement accounts.

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 fee of 0.89% for the first million dollars.

Best for Retirement Planning: Compass Financial Advisors

If you need help planning for your retirement, Compass Financial Advisors has a lot to offer. Its retirement plans include 401(k), 457, 403(b) and individual IRAs. Compass also provides wealth management services such as volatility management, tax planning and estate planning.

Compass Financial’s equity investment strategies rely heavily on technical analysis, charting and cyclical analysis. Financial planners do not favor any particular asset class. Instead, they focus on the best investments for you. Firm fees start at 1% for the first $500,000.

COMPASS FINANCIAL ADVISORS LLC

$189,756,792

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Retirement consulting services
  • Selection of other advisers (including private fund managers)
Address

9933 DUPONT CIRCLE DRIVE WEST SUITE 100FORT WAYNE IN, 46825

Best for Tax Planning: Houlihan Asset Management

Houlihan Asset Management stands out from the competition by combining the expertise of finance and tax professionals. You benefit from this collaboration by getting an investment plan that covers all the bases. The Houlihan team aims to help you simplify your life by intelligently managing your finances. To this end, they place great importance on customer education. They help you identify critical financial areas for you.

Your Houlihan financial advisor searches through a large number of investment choices and selects an asset allocation best suited to your goals. Some of the services offered are online research, portfolio management, 401(k) and IRA consultation, tax preparation, estate planning, and quarterly reviews. Houlihan’s investment management fee is 1% up to the first million dollars.

HOULIHAN ASSET MANAGEMENT LLC

$33,000,000

  • A percentage of assets under your management
  • Hourly charges

  • Financial planning services
Address

421 E. COOK ROAD SUITE 300FORT WAYNE IN, 46825

Phone number

(260) 422-2929

Choose the Best Fort Wayne Financial Advisor for You

Your finances play a vital 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 most qualified financial professionals in Fort Wayne.

Frequently Asked Questions

Q

Can I speak to a financial advisor for free?

A

Yes, it’s free to speak with a financial advisor on your first visit.

Q

What is the difference between financial planning and retirement planning?

A

A financial plan primarily deals with your current financial situation and your strategy for moving forward to achieve your future goals. This involves budgeting, saving, 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 health care needs.

Q

Do I need a financial advisor for retirement?

A

Planning for retirement can be very complicated. A financial advisor can help you build a retirement plan that covers your income, health and estate concerns.

Methodology

To determine the best financial advisors in Fort Wayne, we looked at all SEC-registered advisory firms that have an office in Fort Wayne. We’ve winnowed the list by only including advisers who are registered trustees, have no past disclosures, and have minimal personal conflicts of interest. To further break down the list of truly top advisors in the region, we gave weight to advisors who offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a global fee program and over $50 million in assets under management.


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