Fiduciary advisors in Fort Wayne, IN

Fort Wayne, Indiana

ASCH Financial Advisor Planning & Investments is an investment advisory firm in Fort Wayne, Indiana. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Fort Wayne, Indiana

Apple Tree Asset Management is an independent, fee-based fiduciary registered with the State of Indiana that provides investment management and financial planning services. Founded in 2021 through a separation from its sister firm Apple Tree Financial Group, the firm is led by Managing Partners Keith Layman and Joseph Wiegand and offers personalized investment strategies and comprehensive financial planning that addresses retirement, education funding, tax considerations, and estate planning. The firm serves both believers and non-believers and operates from Fort Wayne, Indiana.

Fort Wayne, Indiana

Bill Rohwer, 1st Source Asset Advisors is an investment advisory firm in Fort Wayne, Indiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Wayne, Indiana

Capital Advisory Partners is an independent financial advisory firm based in Fort Wayne, Indiana that provides estate planning services and personalized money management advice. The firm operates on a transparent fee basis without required product sales, focusing on understanding each client's goals, risk tolerance, and life circumstances to develop individualized strategies. The advisors emphasize a relationship-centered approach designed to help clients navigate financial decisions with confidence over the long term.

Fort Wayne, Indiana

Collier Financial is an investment advisory firm in Fort Wayne, Indiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 20 Google reviews.

Fort Wayne, Indiana

Compass Financial Advisors in Fort Wayne provides financial planning and investment management services with specialization in retirement planning. The firm takes a holistic approach to wealth management, addressing tax and estate planning, investment management, liability management, and private banking services. Operating as an independent advisor without proprietary product commitments, the firm offers fee or commission-based investment management and serves individuals, business owners, endowments, and foundations, drawing on more than 60 years of combined industry experience.

Fort Wayne, Indiana

Foster Financial Services is a boutique firm in Fort Wayne offering investment management, retirement planning, and insurance analysis to individuals and employers. The firm operates as a fiduciary and provides customized financial action plans covering areas such as 401(k) management, pension strategies, tax planning, estate planning, and charitable giving approaches. Team members Heather Foster, John Pynchon, and Caleb Doane hold advisory and securities licenses across multiple states and work through Harbour Investments Inc., a FINRA and SIPC member.

Fort Wayne, Indiana

Commission + Fee-Only

Galecki Financial Management is a Fee-Only financial planning firm based in Fort Wayne that serves individuals and families throughout Northeast Indiana and nationally. All advisors hold the CFP certification and operate under a fiduciary standard, with no commissions or product sales involved. The firm offers financial planning, retirement planning, and estate planning services, along with an Initial Financial Overview assessment. Founded in 1990 and operating as an independent Fee-Only practice since 1994, the firm emphasizes transparent, objective advice aligned solely with client interests.

Fort Wayne, Indiana

Integrity Financial Advisors, Inc serves Fort Wayne-area families with financial planning and investment management, with particular emphasis on retirement planning and multi-generational wealth building. The firm employs a team-based approach and offers personalized strategies delivered through client education, supported by a secure online portal for account access and goal tracking. The advisors emphasize a client-first philosophy and proactive planning tailored to individual circumstances rather than applying uniform strategies across the client base.

Fort Wayne, Indiana

Davidson Wealth Group LLC, based in Fort Wayne, Indiana, offers financial planning and retirement planning services. Kevin J. Davidson, the firm's principal and financial adviser, holds an MBA and LUTCF credential, brings over fifteen years of industry experience, and serves individuals, couples, and business owners. Davidson is a member of the National Association of Financial Advisers and maintains registration as a Financial Adviser with Eagle Strategies LLC and as a Registered Representative with NYLIFE Securities LLC.

Fort Wayne, Indiana

Knepp Financial Group, based in Fort Wayne, Indiana, has offered retirement planning and wealth management services since 2005. The firm provides fiduciary investment advisory services through its Knepp Wealth Management division and delivers personalized retirement and wealth strategies to individuals, families, and professionals, alongside insurance and financial protection solutions. The firm employs active portfolio management and ongoing monitoring, adjusting strategies as market conditions and client circumstances change.

Fort Wayne, Indiana

Luminary Wealth is a fee-only fiduciary firm in Fort Wayne, Indiana that provides estate planning, financial planning, and retirement planning services with specialization in investment management and wealth management. The firm's advisors hold CFP, CFA, and CPA credentials and work with clients across various life stages—from working professionals and business owners to those within five years of retirement—through a structured process of discovery, strategy sessions, implementation, and ongoing adjustments to a customized Financial Guidebook. Services include investment management, regular plan updates, ongoing planning sessions, and continuous advisor availability; the firm operates on transparent, commission-free pricing with no hidden fees.

Fort Wayne, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Wayne, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Fort Wayne, Indiana

Insurance-Based

Neil Bryson, Financial Advisor - Eagle Strategies is an insurance-based firm in Fort Wayne, Indiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Fort Wayne, Indiana

Shepherd Legacy Financial is a family-owned firm in Fort Wayne, Indiana led by Scott and Jesse Shepherd, both financial advisors. The firm provides wealth management and retirement planning services, emphasizing a customized approach that begins with understanding each client's risk tolerance, time horizon, and financial objectives. The practice operates using a team-based methodology and takes a proactive stance toward developing strategies and monitoring progress toward client goals across investments, retirement, and related financial matters.

Fort Wayne, Indiana

Strategence Capital is a financial advisory firm based in Fort Wayne, Indiana, that specializes in retirement plan services for employers seeking to offer competitive benefits to their workforce. The firm employs a disciplined investment approach centered on strategic asset allocation and periodic rebalancing, without relying on market timing. Led by advisor Tim Stoller, who holds the AAMS, CRPS, and AIF credentials, the firm emphasizes a philosophy grounded in thorough analysis, honest assessment, and consistent execution.

Fort Wayne, Indiana

Unified Wealth & Retirement Planning is a Fort Wayne-based firm offering retirement planning, investment management, tax planning, and insurance analysis. The firm employs a multi-faceted approach to retirement strategy that addresses income, Social Security, and tax considerations, with ongoing monitoring during retirement. Their planning process translates client retirement goals into actionable steps and includes attention to tax-efficient withdrawal strategies and asset positioning.

Fort Wayne, Indiana

Vestia Personal Wealth Advisors is an investment advisory firm in Fort Wayne, Indiana. Services include Financial Planning. The office has a wheelchair-accessible entrance.

Fort Wayne, Indiana

Wealth Advisors Group is a fiduciary financial advisory firm based in Fort Wayne, Indiana, operating since 1991 and offering financial planning and investment management services. The firm serves business owners, physicians, pre-retirees, retirees, and young professionals, providing guidance across retirement planning, investment strategies, legacy planning, tax planning, and business financial optimization. Operating on a fee-only basis without commission relationships, the firm employs active portfolio management and monitoring rather than a passive approach. Clients receive personalized financial planning aligned with their goals and values, with an optional Above & Beyond service tier offering additional guidance for complex situations.